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Goldman Sachs' Bordlemay on AI Investment and Inflation Caused by Market Uncertainty

Katherine Bordlemay, Goldman Sachs Asset Management Co-Head of Equity Client Portfolio Management, discussed the current equity market environment at all-time highs. She emphasized that equities are benefiting from upward earnings revisions, supported by significant and durable AI investment spending projected to reach $1 trillion over the next three to four years. (Source: Bloomberg)