Amid 'AI Fever', Goldman Partner Asks 'What Could Go Wrong'?

Markets surged higher by tech yet again overnight, with a bullish guide from AMD, GOOGL gaining after Anthropic revealed it accounts for roughly $200bn of its backlog (The Information).

Goldman Sachs One-Delta desk-head, Rich Privorotsky warns he is 'getting a bit of deja vu to ORCL...(yes i know its very different)'. 

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