Goldman Sachs believes a Goldilocks AI future is possible, with just enough cost savings to keep Nvidia surging without ...

The economics of AI versus earlier technological breakthroughs are questionable, observes Jim Covello, head of global equity research at Goldman Sachs. “Even in its infancy, ...

Jim Covello, Goldman Sachs’s head of stock research, warned that building too much of what the world doesn’t need “typically ends badly.” ...

The chip giant is set to announce its latest quarterly earnings at a time when investors are struggling to determine if ...