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According to Goldman Sachs, Amazon remains the most popular stock among hedge funds for the 11th consecutive quarter. While hedge funds are heavily invested in AI, they continue to favor AMZN's diver…
Goldman Sachs reported that S&P 500 quarterly revenues grew 6.4% year-over-year, marking the fastest top-line growth in five years. Earnings surged nearly 50%, heavily propelled by strong big tech pe…
Goldman Sachs finds AI investment, nearing $600B in 2026 (2% of GDP), shows little crowding-out effect. Hyperscalers fund AI via reduced buybacks and debt rather than cutting other investments, while…
Goldman Sachs data shows hedge funds cut US tech holdings by 10% over two months, the largest retreat on record, amid AI valuation skepticism and semiconductor/AI infrastructure selloff, prompting ro…