Is the AI Boom Losing Steam? Goldman Sachs Warns Massive Spending May No Longer Prop Up Stock Markets
Goldman Sachs’ head of asset allocation research, Christian Mueller-Glissmann, delivered a sobering message on February 2, 2026: The massive wave of artificial intelligence (AI) capital expenditure (capex) that has fueled U.S. equity gains in recent years appears to be losing its ability to drive broader market performance. In an interview with Bloomberg Television, Mueller-Glissmann stated, … Read more