One such firm that believes the AI rally has even more legs to run is Goldman Sachs. In a note entitled "AI stocks aren't in a bubble" from September 2024, Goldman's Peter Oppenheimer noted that tech ...

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Potential market impact: Given a massive risk-off scenario is possible, investors could be bullish Yen and gold. Sophisticated investors could also take out hedges on the Nikkei 225 and/or the Topix ...

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