Goldman Sachs stated that stock returns are expected to moderate after a strong rally, but they maintained an overweight position in equities for a 12-month horizon, advising investors to capitalize on any dips in the coming months as buying opportunities. $OPN
Analyst Christian Mueller-Glissmann noted in a client memo that markets have largely rebounded from the initial shock caused by the conflict in the Middle East, with stocks nearing all-time highs since mid-April, supported by solid tech sector earnings and growth in artificial intelligence investments.