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01 Breaking Nvidia CEO Jensen Huang Resigns Over Affair With Alleged Chinese Intelligence Asset Strong bearish 02 Breaking Microsoft 365 Outage Cripples Outlook, Teams Globally; Restoration Drags Into Asia-Pacifi… Strong bearish 03 U.S. Home Sales Collapse to 16-Year Low as Mortgage Rates Lock Out Buyers Strong bearish 04 Bond Yields Surge to 2022 Highs as Fed Rate Hike Bets Strengthen on Sticky Inflation Strong bearish
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CBS NEWS Star of reality show "Below Deck" arrested after teenager dies Pessimistic TECHCRUNCH Israel’s VCs see opportunity for challengers in Nvidia’s turmoil Pessimistic NEW YORK TIMES BUSINESS Jensen Huang’s Fall Costs Asia an A.I. Ambassador to the U.S. Strong Bullish CNBC TOP STORIES Stocks making the biggest moves premarket: Microsoft, Nvidia, Cerebras & more Strong Bullish THE VERGE Microsoft’s massive Outlook outage continues Pessimistic FOX NEWS US Schumer's Senate leadership fight intensifies as key progressive backs challenger and mor… Neutral BUSINESS INSIDER Johnny Depp's Hollywood comeback in 'Ebenezer' comes with one catch, PR pros say Bullish BUSINESS INSIDER Fox's Tubi is putting $250,000 into its latest effort to court creators Neutral NORTHERN MINER Stelco fight exposes cracks in Canada’s factory bet Bearish FREIGHTWAVES After $604M verdict, fleets face AI camera blind spots Bearish TECHCRUNCH Jensen Huang didn’t show confidence in his successor, report says Strong Bullish MARKET WATCH Nvidia has shed nearly $500 billion in market value this week. It’s still a $4 trillion A… Optimistic MOTOR1 Meet The Sanrivatti One: The Hypercar You Ride Rather Than Drive Neutral BBC BUSINESS How a sex scandal at Nvidia is putting pressure on the White House Pessimistic BUSINESS INSIDER Microsoft's outage is in its 2nd day, and it's affecting Claude. Here's everything we kno… Pessimistic CONSTRUCTION NEWS UK Leicester station revamp returns to market with £22m tender Pessimistic COINTELEGRAPH Israeli police arrest five in $5M WhatsApp crypto trading probe Pessimistic MARKET WATCH Microsoft stock slumps on outage that includes the Copilot tool it has been heavily promo… Pessimistic WSJ ECONOMY China Looks to Shake Up Centuries-Old Business of Insuring Ships Neutral CNBC TOP STORIES U.S. seizes $1.2 billion in cryptocurrency stolen from Binance Bearish CBS NEWS Star of reality show "Below Deck" arrested after teenager dies Pessimistic TECHCRUNCH Israel’s VCs see opportunity for challengers in Nvidia’s turmoil Pessimistic NEW YORK TIMES BUSINESS Jensen Huang’s Fall Costs Asia an A.I. Ambassador to the U.S. Strong Bullish CNBC TOP STORIES Stocks making the biggest moves premarket: Microsoft, Nvidia, Cerebras & more Strong Bullish THE VERGE Microsoft’s massive Outlook outage continues Pessimistic FOX NEWS US Schumer's Senate leadership fight intensifies as key progressive backs challenger and mor… Neutral BUSINESS INSIDER Johnny Depp's Hollywood comeback in 'Ebenezer' comes with one catch, PR pros say Bullish BUSINESS INSIDER Fox's Tubi is putting $250,000 into its latest effort to court creators Neutral NORTHERN MINER Stelco fight exposes cracks in Canada’s factory bet Bearish FREIGHTWAVES After $604M verdict, fleets face AI camera blind spots Bearish TECHCRUNCH Jensen Huang didn’t show confidence in his successor, report says Strong Bullish MARKET WATCH Nvidia has shed nearly $500 billion in market value this week. It’s still a $4 trillion A… Optimistic MOTOR1 Meet The Sanrivatti One: The Hypercar You Ride Rather Than Drive Neutral BBC BUSINESS How a sex scandal at Nvidia is putting pressure on the White House Pessimistic BUSINESS INSIDER Microsoft's outage is in its 2nd day, and it's affecting Claude. Here's everything we kno… Pessimistic CONSTRUCTION NEWS UK Leicester station revamp returns to market with £22m tender Pessimistic COINTELEGRAPH Israeli police arrest five in $5M WhatsApp crypto trading probe Pessimistic MARKET WATCH Microsoft stock slumps on outage that includes the Copilot tool it has been heavily promo… Pessimistic WSJ ECONOMY China Looks to Shake Up Centuries-Old Business of Insuring Ships Neutral CNBC TOP STORIES U.S. seizes $1.2 billion in cryptocurrency stolen from Binance Bearish
Story 02 of 9
  1. 01Energy Giants Hit 52-Week Highs as Brent Crude Surges
  2. 02Goldman Slashes AI Growth Forecast as Valuation Multiple Compression Looms
  3. 03Fed Holds Steady This Week as Big Tech Earnings Collide With Rate Decision
  4. 04Ukraine Regains Full Starlink Speed After Musk-Ordered Throttling
  5. 05Volkswagen Commits $4 Billion Georgia Factory Despite Tariff Headwinds
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  7. 07Moody's Poised to Review France's Credit Rating Amid Debt Turmoil
  8. 08AI Agents Detected Inside Customer Bank Accounts, Raising Security Alarm
  9. 09Bitcoin Faces $80K Support Test as Fed Decision and Tech Earnings Collide
AI Breaking

Goldman Slashes AI Growth Forecast as Valuation Multiple Compression Looms

Bearish −18 Written by Pulse AI at 9:00 AM ET, Oct 26, 2026

What’s happening

Goldman Sachs cut its AI stock growth forecast by 25%, signaling a shift in investor appetite for the sector. The South Korean Kospi index, heavily weighted to semiconductor and AI chip suppliers, is now the leading indicator for global AI trade sentiment.

Market impact

This is a direct threat to Nvidia, TSMC, and other AI beneficiaries that have priced in perpetual growth. A reduction in growth multiples combined with rising volatility could trigger a sharp correction in mega-cap tech stocks that have driven the S&P 500's gains.

Broader implications

The AI bubble narrative is gaining institutional credibility. If Goldman's call spreads, it could spark a broader rotation out of growth and into value or defensive assets ahead of earnings season.

Goldman Ai Kospi

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Written by Pulse AI from the articles above. Always check the original reporting before acting on it.

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