When AI’s ‘inevitable slowdown’ comes it could tank S&P 500 valuation by up to 20%, Goldman Sachs says
via fortune.com
Short excerpt below. Read at the original source.
Goldman Sachs warns a major slowdown in AI investment by big tech could cut the S&P 500’s valuation multiple by up to 20%, but current valuations are below previous bubbles. The risk depends on hyperscaler capex spending trends. Analysts expect a deceleration in late 2025 or 2026, though guidance keeps rising. Another day, another record […]