# The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

- Source: MarketWatch Top Stories
- Published: 2026-11-04T11:10:00+00:00
- Category: Markets
- Original: https://www.marketwatch.com/story/the-ai-trade-has-been-sold-to-death-but-goldman-strategist-highlights-silver-lining-from-democratic-sweep-3d1d6f07?mod=mw_rss_topstories
- Canonical: https://groundlevelnews.com/story/the-ai-trade-has-been-sold-to-death-but-goldman-strategist-highlights--90d577/

Corporate decision makers may decide to accelerate their plans to expand compute capacity and take advantage of the status quo rather than risk a new administration and different rules in 2029

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