🏦 Goldman Sachs Warns AI Stock Valuations May Be Running Too Hot Goldman Sachs says valuations of AI-related stocks have climbed to extremely high levels — even compared with the bank’s own most optimistic estimates for the economic value AI could generate over the next decade.

📉 At the same time, Goldman has lowered the probability of a U.S. recession within the next 12 months to 15% following the recent U.S.
–Iran agreement.
⛽ The bank also expects U.S. CPI for June to cool further due to falling gasoline prices, while Core CPI is projected to rise by only around 0.17% per month over the next three months.
🏛️ Despite a more hawkish tone from the first FOMC meeting under Fed Chair Kevin Warsh, Goldman still expects the Fed to avoid further rate hikes.
The bank noted that roughly half of the officials projecting higher rates this year are regional Fed presidents who do not hold voting power in 2026.
⚡ Markets are now caught between:
• overheating AI valuations
• easing inflation
• and uncertainty around how aggressive the new Fed leadership will ultimately become.
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