SignalTech/AI

Goldman is pitching defense for anyone worried the AI bull is running out of road. That is the tape risk in one line: if AI leadership cracks, money looks for somewhere to hide and defensives get the

Context

What happened: Goldman Sachs said investors worried about the AI bull market failing should play defense with defensive stocks, some of which have lagged. Why it matters: The firm suggests these lagging defensive names could be ready to catch up to the broader market.

What changed

Goldman Sachs said investors worried about the AI bull market failing should play defense with defensive stocks, some of which have lagged.

Why it matters

The firm suggests these lagging defensive names could be ready to catch up to the broader market.

Sources

cnbc