Goldman says the economy is bending, not breaking
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摘要
#ai #stocks #investing #markets #nvidia #technology #oil #economy #finance
Chapters
00:00 Why markets remain near record highs
03:02 Goldman warns the economy is bending
06:41 Why investors are watching China tech
09:14 Trump and Xi prepare for high-stakes talks
12:20 Why AI arms control may not work
16:26 The semiconductor rally keeps accelerating
20:23 Intel’s comeback and AI opportunity
24:24 Satya Nadella testifies on OpenAI and Microsoft
27:45 Why AI companies keep spending billions
31:55 YouTube may be winning the streaming wars
34:17 El Pollo Loco sees resilient consumers
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