AI

9 July 2026
Goldman: Equity Rally Enters Earnings-Led Phase as AI Capex Broadens Beyond Big Tech

Goldman says rally now earnings-led, not multiple-driven; high rates demand profits, AI capex broadens beyond megacaps.

Back To Top
server

Hello there 👋

How can I help you?

We're here to help

Chat with us

Start a live conversation through...

  • Telegram
    hold On hold
  • Coming Soon...

Hello there 👋

How can I help you?

telegram

Scan the QR code with your smartphone to start a chat with us, or click here.

Don’t have the Telegram App or Desktop installed? Use Web Telegram instead.

QR code