Oracle "stimulates," US AI stocks soar

Wallstreetcn
2025.09.11 00:20
portai
I'm PortAI, I can summarize articles.

Goldman Sachs' artificial intelligence stock basket rose by 10%, marking the second-best single-day performance in the past five years. Goldman Sachs' trading department stated that 90% of orders in the TMT sector are buy orders, with sell orders being rare. AAPL, AMZN, and META are the main sources of funds today. Goldman Sachs TMT expert Pete Bartlett pointed out that the frequency and magnitude of positive AI updates are accelerating, which may trigger a large-scale chase in the short term