Is It Time To Buy The AI Dip?

This is not the first time that Goldman Sachs has pointed out the heightened pessimism in the AI space.

Last year, the Broad AI space (GSTMTAIP) underperformed the market by -19% in the summer, driven by investors questioning the timeline of returns on invested capital. 

This year, the Broad AI space sold off -17.5% after DeepSeek.