Goldman Sachs Is Underweight Hyperscalers on Debt Supply Surge

Goldman Sachs Group Inc.'s asset management arm is underweight on the biggest artificial intelligence borrowers, according to Lindsay Rosner, as a flood of debt issuance washes over the market.

• Goldman Sachs Asset Management is underweight on the largest AI borrowers
• The call is driven by a surge in debt supply hitting the market
• Lindsay Rosner of Goldman Sachs Group commented on the positioning