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"The concept of a machine to be able to function with general intelligence to me is a 2x bigger factor than what the internet is," Gene Munster said.
It's not a matter of who wins the election that matters, but rather when they win the election that matters most, Goldman Sachs said.
Analysts led by Mike Wilson said consumer staples are among the defensive sectors as consumers focus on value amid economic uncertainty.
Investors will look for further clues about interest rate cuts this year from a slew of Fed officials scheduled to speak this week.
Bitcoin demand and continued mining discipline keep $150,000 on the table, Bernstein analysts wrote on Monday.