The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Economy MarketWatch By Jules Rimmer 04 Nov 2026 11:10 1 min read
The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

Corporate decision makers may decide to accelerate their plans to expand compute capacity and take advantage of the status quo rather than risk a new administration and different rules in 2029

Covered in this story

Call it yourself

No calls on $SI=F yet. A scorecard is a price target with a date and the working behind it — tracked, settled and scored in public.

Make the first call on Silver →
Read the full story on MarketWatch → Opens the original article on www.marketwatch.com

Summary aggregated from MarketWatch's public RSS feed. The full reporting belongs to MarketWatch — please read it on their site.