Goldman Sachs Ties Semiconductor Exposure to 54% of Return Gaps

Business Insider (Poland)

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Semiconductor stocks now influence global markets more than oil, according to a Goldman Sachs analysis. The artificial intelligence trend is increasingly shaping investor sentiment across stock, bond, and currency markets. South Korea demonstrates the extreme: an AI-powered stock market rally followed by a brutal 40% sell-off.

Business Insider (Spain)

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AI beats oil as the engine of global markets and guides investors’ appetite for risk, according to Goldman Sachs.