Peter Oppenheimer

mentions 3 type Person feed RSS

// recent coverage 3 mentions

16:03

2026-08-03

fortune.com

artificial-intelligence

Wall Street’s bulls are starting to admit the earnings bubble is real — and the 60/40 portfolio may be the first casualty

Goldman Sachs chief global equity strategist Peter Oppenheimer conceded in a Monday note that while there is no valuation bubble, there may be an earnings bubble in the technology sector, and Apollo c…

14:44

2026-08-03

ca.finance.yahoo.com

artificial-intelligence

This valuation signal shows how investors are rethinking tech stocks

Investors are rethinking tech stocks as the five largest US companies' price-to-earnings ratios have fallen to only marginally above the other 495 S&P 500 stocks, according to Goldman Sachs strategist…

14:27

2026-08-03

ca.finance.yahoo.com

artificial-intelligence

Here's the single biggest reason the bull market is broadening

Goldman Sachs strategist Peter Oppenheimer said Big Tech's heavy capital spending on AI is the primary reason the bull market is broadening, with the equally weighted S&P 500 outperforming the S&P 500…

// co-occurs with top 8 entities

Goldman Sachs 3 Alphabet 2 Microsoft 2 Amazon 2 Nvidia 1 Apple 1 Oracle 1 Meta 1

// topics top 3 topics

artificial intelligence 3 ai infrastructure 2 ai policy 2