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Coverage
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6
in the last 3 days
First reported
5 days ago
5 outlets since
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5 other outlets reported this story in the last 3 days.
Goldman Sachs and BlackRock published opposite stock calls on the same day, yet the two firms agree on something that could matter far more to your portfolio than which side wins.
Goldman Sachs’ Peter Callahan said the AI theme remains intact but has become “much more of a stock picker’s market,” with investors increasingly focused on software, cybersecurity, data infrastructure and agentic commerce.