Why Investors Are Reducing AI Exposure - YouTube

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Markets are scrutinizing the crowded AI trade as investors reassess technology infrastructure spending plans and factor in rising capital costs, says Rich Privorotsky, head of European Equities Trading within Goldman Sachs FICC and Equities. Third-quarter earnings from mega-cap tech will be critical, Privorotsky says on The Markets podcast. Investors are not only watching hyperscaler investment plans but looking for evidence that the spending is translating into revenue growth. He also describes a “seismic shift” from a savings glut to a spending glut, which along with high energy prices is…

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