AI Stock Reality Check: Hype vs. Earnings

Is the AI stock party over? Goldman Sachs is pumping the brakes on AI hype, warning investors that AI stocks need to prove their worth with real earnings or face a reality check. With giants like Nvidia and Salesforce stumbling after lukewarm earnings reports, and questions swirling about future demand, is the AI boom built on substance or just sky-high expectations? While not quite a bubble, experts caution that some valuations are getting stretched, urging investors to stay vigilant as the AI trade enters a critical show me the money phase. Hosted on Acast. See acast.com/privacy for more information.