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Earnings and AI-Driven CapEx as Key to Sustained Gains

Bloomberg

BusinessBloomberg·Jun 5, 2026·1 min read

Earnings and AI-Driven CapEx as Key to Sustained Gains

Katherine Bordlethwait, Goldman Sachs asset management co head of equity client portfolio management, discussed the current equity market environment amid record highs and strong investor enthusiasm. She emphasized that continued earnings…

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