Forget the bubble. Wall Street is treating AI like a defensive trade, Goldman Sachs says.
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Despite ongoing questions about whether artificial intelligence stocks are in a bubble, Wall Street is now treating AI more like a defensive trade, according to Goldman Sachs. Investors are returning to AI stocks as inflation fears, elevated oil prices, and slowing economic growth darken the outlook for the broader economy, said Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Goldman Sachs' global banking and markets division. "We're seeing this massive rotation back
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