Goldman Sachs underweight hyperscalers amid debt flood (META:NASDAQ)
· seekingalpha.com
Goldman Sachs AM is underweight Big Tech AI bond issuers amid heavy hyperscaler debt supply that could reprice markets.
Goldman Sachs (GS) Lindsay Rosner says the bank’s asset management arm is underweight on the biggest AI borrowers as a flood of issuance washes over the marke...