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Goldman: Could Make Sense to Diversify Away From Chipmakers

Goldman: Could Make Sense to Diversify Away From Chipmakers
Bloomberg Technology Friday 26 June 2026, 09:28 UTC 1 min read
Key Points

Jun 26th, 2026 Goldman: Could Make Sense to Diversify Away From Chipmakers Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses the tech selloff and why he thinks it could make sense to diversify away from semiconductor makers and lean more toward hyperscalers. "These are incredibly cyclical companies," Mueller-Glissmann tells Bloomberg Television. "So to some extent, it could make sense to diversify a bit away from them."

Jun 26th, 2026 Goldman: Could Make Sense to Diversify Away From Chipmakers Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses the tech selloff and why he thinks it could make sense to diversify away from semiconductor makers and lean more toward hyperscalers. "These are incredibly cyclical companies," Mueller-Glissmann tells Bloomberg Television. "So to some extent, it could make sense to diversify a bit away from them." [Image text:] Christian Mueller-Glissmann GOLDMANSACHS ASSET ALLOCATION RESEARCH HEAD The Pulse TECHSECTORUNDERRENEWEDPRESSURE
Christian Mueller-Glissmann (PERSON) Goldman Sachs (ORG) Mueller-Glissmann (ORG) Bloomberg Television (ORG)
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