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Earnings and AI-Driven CapEx as Key to Sustained Gains

Bloomberg Markets · Jun 5, 2026, 8:25 PM · Also reported by 1 other source

Katherine Bordlethwait, Goldman Sachs asset management co head of equity client portfolio management, discussed the current equity market environment amid record highs and strong investor enthusiasm. She emphasized that continued earnings growth is critical for the market to sustain its momentum, no

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Earnings and AI-Driven CapEx as Key to Sustained Gains

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