Premium"The Reflexivity Is Striking": Goldman One-Delta Desk Explains Why AI's Pain Is The Bond Market's Gain
Just 24 hours ago, the AI trade looked like it had found its footing again...
SpaceX and Supermicro (SMCI +10% on a positive preannouncement) sparked a rally on Wednesday, and what Goldman's EMEA head of delta-one trading Rich Privorotsky called "a series of supportive data points for AI."