Goldman Sachs trader: easing situation in the Middle East drives US stock investors to focus on sectors outside of AI BlockBeats News: On June 16th, the easing of tensions in the Middle East gave investors new reasons to focus on other areas, not just AI trading, which has dominated the market narrative for most of this year. Goldman Sachs' Lee Coppersmith and other traders wrote in a report to clients that investors are beginning to realize that there may be some cyclical stocks that are not closely related to AI and are undervalued. Given that the AI boom is showing signs of fatigue, investors are laying out strategies to catch up with such stocks. With the end of the war, the market will skip the upcoming inflation data and gradually eliminate expectations of interest rate hikes. We can turn back to betting on interest rate cuts, "said Joe Gilbert, portfolio manager at Integrity Asset Management." This will bring benefits to small companies, cyclical stocks, and bonds