The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Reported by MarketWatch · Published 4 Nov 2026, 7:10 PM MYT (1 hr ago)

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Corporate decision makers may decide to accelerate their plans to expand compute capacity and take advantage of the status quo rather than risk a new administration and different rules in 2029

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The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Summary

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