Safety
What’s going on in semis is not sustainable per GS Everyone spending on AI is losing money except for semiconductor companies and the dynami…
What’s going on in semis is not sustainable per GS Everyone spending on AI is losing money except for semiconductor companies and the dynamic is “unprecedented and unsustainable” “Something has to cha
What’s going on in semis is not sustainable per GS Everyone spending on AI is losing money except for semiconductor companies and the dynamic is “unprecedented and unsustainable” “Something has to change with this dynamic – either the companies higher up in the chain need to start generating profits due to AI or they will eventually have to scale back on the spending.” $SOX is up a cool 62% YTD. Wen ROI
Source: Gary Marcus (X) | 2026-05-06