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Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s Oppenheimer

Bloomberg Technology Tuesday 03 November 2026, 11:13 UTC 1 min read
Key Points

Nov 3rd, 2026 Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s Oppenheimer Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says diversification is partly required to navigate the AI trade as he sees profits remaining strong, but growing at a slower pace. He speaks on “Bloomberg Brief.”

Nov 3rd, 2026 Capex Spend Keeps Earnings Central to AI Trade, Says Goldman’s Oppenheimer Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says diversification is partly required to navigate the AI trade as he sees profits remaining strong, but growing at a slower pace. He speaks on “Bloomberg Brief.”
Capex Spend Keeps Earnings Central to (PERSON) AI Trade (ORG) Goldman (ORG) Oppenheimer Peter Oppenheimer (PERSON) Goldman Sachs (ORG)
Originally published by Bloomberg Technology Read original →

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