Miner Company
Healthy earnings backdrop remains due to AI investment and hyperscalers: Goldman Sachs AM
Luke Barrs, Chief Business Officer, Fundamental Equity at Goldman Sachs Asset Management, thinks that earnings expectations continue to remain high, but there will be a differentiation among firms that can offer returns on investments. While near-term investments remain tied to the volatility of the Iran war, the long-term outlook remains healthy due to AI growth drivers.
Luke Barrs, Chief Business Officer, Fundamental Equity at Goldman Sachs Asset Management, thinks that earnings expectations continue to remain high, but there will be a differentiation among firms that can offer returns on investments. While near-term investments remain tied to the volatility of the Iran war, the long-term outlook remains healthy due to AI growth drivers.