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Goldman suggests three themes as investors look beyond AI semis
Semiconductors have slid into a bear market, according to the bank’s framing of shifting investor preferences.
Investors worried about the AI trade may be looking too narrowly at semiconductors, with Goldman Sachs pointing to alternatives, MarketWatch reports.
The outlet says Goldman cited a broader context in which semiconductors have entered a bear market, prompting some investors to consider other investment themes.
MarketWatch frames the move as a response to the pullback in the AI-linked chip complex, rather than a change in the overall focus on AI demand.
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