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Why the Fed’s Hawkish Turn Could Support the AI Boom
Goldman Sachs 2026-06-19 に公開
US stocks quickly brushed off the Fed’s hawkish turn, supported by Iran peace agreement headlines and the resilient AI story. Looking ahead, could moderate hawkishness ac ...more
Maverick Capital's Ben Silver sees AI and reshoring igniting life science tools
Goldman Sachs 2026-06-18 に公開
David Tykocinski of Maverick says the real AI test is the productivity handoff
Goldman Sachs 2026-06-18 に公開
Maverick Capital Co-CIOs on Finding the AI Winners
Goldman Sachs 2026-06-18 に公開
Ben Silver and David Tykocinski, co-CIOs of Maverick Capital, say their investment strategy has, in some respects, been the same for three decades: Rather than trying to ...more
GS' Daan Struyven explains why more frequent commodity supply disruptions may meet adaptable demand
Goldman Sachs 2026-06-17 に公開
GS' Daan Struyven shares his outlook for oil prices following the latest US-Iran deal
Goldman Sachs 2026-06-17 に公開