[Goldman Sachs: Investors Reducing Holdings in Major Tech Companies] Odaily Planet Daily News - Goldman Sachs stated that investors are reducing their exposure to the 'Big Seven' and shifting their preference toward beneficiaries of artificial intelligence, such as semiconductor companies, rather than hyperscale cloud providers funding large-scale AI expenditures. Goldman Sachs believes the market is rewarding companies that generate returns from AI investments while questioning those bearing the costs. Until hyperscale cloud providers demonstrate stronger profit growth, the cautious sentiment toward major tech companies may persist.