Goldman Sachs said hyperscalers are “well-positioned” because they still own much of the infrastructure, according to Bloomberg.
Christian Mueller-Glissmann, a managing director for portfolio strategy and asset allocation at Goldman Sachs, said levered positioning toward semiconductors had become “extreme” and that the trend is now reversing, in comments to Bloomberg Television.
STOCKS | Goldman Sachs: Hyperscalers Are 'Well-Positioned' as Semiconductor Trend Reverses
2026-07-08 08:03:03
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