<ul class="summary-bullets"><li>David Solomon’s comments came after Goldman Sachs reported record second-quarter earnings, lifting the stock to a new all-time high.</li><li>Solomon rejected the view that AI is a bubble, saying the technology has long-term secular growth potential despite some investments failing to generate attractive returns.</li><li>The Goldman CEO also stated that ample capital remains available to finance AI-related projects, reducing the risk of funding constraints.</li></ul>Goldman Sachs (GS) CEO David Solomon said in an interview on Tuesday that the U.S. economy is well positioned to withstand any volatility stemming from the artificial intelligence (AI) investment boom.In a conversation with CNBC, he stated that while markets are likely to experience periodic "speed bumps," the broader AI-driven transformation still has years of growth ahead."We will see dislocations. There'll be speed bumps," Solomon said. "But I think we've got a great ability to navigate and move forward. I do think the U.S. economy is just very well positioned in all this."His comments came after Goldman Sachs reported record second-quarter (Q2) results, sending the stock to an all-time high.&nbsp;<a href="http://stocktwits.com/symbol/GS">GS stock</a> climbed to a record high of over $1,136 in intra-day trade, before paring gains to around $1,125, still up over 7.5%.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/GS_2026_07_14_13_21_22_png_7ec64a63ea.webp" alt="GS_2026-07-14_13-21-22.png" width="1772" height="948"><figcaption>GS stock performance year-to-date. | Source: TradingView</figcaption></figure>Retail sentiment around the stock on the platform rose to ‘extremely bullish’ from ‘bullish’ territory over the past day, while chatter stayed at ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_14_132302_png_e15041947c.webp" alt="Screenshot 2026-07-14 132302.png" width="1262" height="668"><figcaption>GS stock retail sentiment on July 14 as of 12:55 p.m. ET | Source: Stocktwits&nbsp;</figcaption></figure>The investment bank reported&nbsp;a record&nbsp;revenue of $20.98 billion, beating analyst estimates of $16.4 billion, as per Koyfin data. It saw earnings of $15.91 per share, also above the consensus estimate of $14.40, on net income of $6.32 billion, the highest quarterly print for Goldman Sachs on record.&nbsp;The bank said the beat was driven by strength in investment banking, equities trading and asset management as companies continued to raise capital and pursue strategic transactions tied to the AI buildout.<h2 class="st-heading-2">AI Investment Cycle Still Has Room To Run</h2>Rather than dismissing concerns about market excesses, Solomon acknowledged that corrections are inevitable. "You can always have recalibrations and resettings when you have extremely fast movements in markets," he said.However, he stated that a “speed bump” doesn’t mean that it’s the end of the AI cycle. Instead, Solomon said investors should distinguish between short-term market swings and the long-term economic impact of AI adoption, which he expects will continue driving productivity gains across industries.&nbsp;<blockquote>"I don't think that's a bubble. I think that's a trend that's going to have long secular legs."– David Solomon, Goldman Sachs, CEO</blockquote><h2 class="st-heading-2">Not Every AI Investment Will Succeed</h2>Solomon also cautioned that not every company or investment tied to AI will generate attractive returns. "When you step back, and you say five years from now, is there going to be a lot of growth, a lot of productivity gains in the economy because of the deployment of this? Absolutely,” he said. "I think there's capital that we're going to get an adequate return on, and there's capital that we're not. That’s been the case in any major technology.” Solomon also sought to temper fears that demand for AI-related financing reflects speculative excess. While Goldman continues to see exceptionally strong demand for capital, he noted that the firm remains disciplined in allocating capital and that substantial liquidity remains available across financial markets."There's a lot of capital out there," he said. "I'm not concerned about the ability for the capital to be available for things that make sense."GS stock has gained over 25% this year and jumped nearly 60% in the last 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibm-stock-tanks-to-2-month-lows-in-pre-market-ceo-says-company-faltered/cZZbDWbR7ps">IBM Stock Tanks To 2-Month Lows In Pre-Market – CEO Says Company ‘Faltered’ In Q2 As ‘Large Deals Failed To Close’ On Expected Timelines</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

David Solomon, CEO of Goldman Sachs, speaks on stage during the Italian Tech Week 2025. 

Goldman Sachs CEO Says US Economy Can Weather AI Market 'Speed Bumps' – GS Stock Hits All-Time High After Record Quarter 

Goldman Sachs (GS) CEO David Solomon said in an interview on Tuesday that the U.S. economy is well positioned to withstand any volatility stemming from the artificial intelligence (AI) investment boom.

Equity

Solomon said investors should expect periodic market recalibrations but argued they do not signal the end of the AI investment cycle.

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Invesco QQQ Trust Series 1

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is capturing significant market attention following the unveiling of 'Thunder,' an autonomous vertical takeoff and landing platform developed in partnership with Anduril Industries for both defense and commercial use. While the community is actively debating the stock's long-term outlook, discussions currently center on the company's progress in FAA certification, strategic manufacturing expansions, and the potential impact of defense-oriented partnerships on its future revenue streams.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is rallying behind new $2.8 billion multi-year AI cloud contracts and an increased 2026 revenue target, fueling bullish sentiment around its expanding role in AI infrastructure. Investors are actively discussing the company's strong cash position, the impact of significant customer prepayments on capital efficiency, and potential future partnership announcements.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is seeing significant investor attention due to its position in the AI infrastructure and neocloud sector, with community members actively monitoring the stock's inclusion in the Russell indexes and speculating on potential tenant partnerships. Discussions are centered on the company's behind-the-meter power production capabilities in the Permian Basin, which many view as a critical asset for scaling data center capacity.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending as investors weigh strong government support against market volatility and potential supply chain headwinds from China's recent export restrictions on critical minerals. Community members are actively debating the company's long-term strategic potential in the domestic magnet supply chain versus the immediate pressures of share dilution and geopolitical risks.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors react to new federal initiatives, including executive orders and defense supply chain directives, aimed at accelerating domestic production of rare earth minerals and reducing reliance on China. Community discussions are heavily focused on the stock's strategic importance to U.S. national security, the impact of federal support on long-term growth, and persistent volatility driven by short interest.

Phoenix Asia Holdings Ltd. engages in the substructure works and other construction services. It offers site formation, ground investigation and foundation work through it subsidiary. The company was founded on August 9, 2024 and is headquartered in Hong Kong.

Phoenix Asia Holdings Ltd.

Phoenix Asia Holdings is surging amid significant market attention driven by a definitive agreement to acquire ACEA Pharma in a deal valued at $1 billion. The community is actively debating the stock's potential for a massive short squeeze, fueled by its low float and highly speculative nature, with retail traders aggressively pushing 'buy-and-hold' campaigns despite warnings about historical volatility and the company's previous business profile.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors monitor potential European regulatory approval for its flagship drug, MIPLYFFA, alongside positive analyst adjustments and recent patent protection developments extending through 2041. The community is actively debating the stock's long-term valuation, potential for acquisition, and the technical impact of recent institutional interest and short-interest activity.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility and aggressive short interest, yet the community remains heavily focused on the stock's potential for a major rebound due to its strong brand loyalty, successful Rhode acquisition, and overall undervaluation. Investors are actively debating whether to capitalize on the recent price dip or await further confirmation, with many viewing the current levels as a rare entry point for long-term growth as market rotation out of tech intensifies.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing a significant surge in trading volume driven by intense institutional repositioning and active debates over its strategic shift toward agentic AI. The community remains deeply divided, with bulls pointing to the stock's high short interest and cash-rich balance sheet as catalysts for a potential short squeeze, while skeptics emphasize competitive headwinds and continued price stagnation.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSSI is facing significant volatility following a Q1 earnings release that showed a headline revenue decline, driving aggressive selling from algos and investors despite the company's shift toward a higher-margin Systems Integration model. The community is sharply divided, with bulls pointing to the company's strategic expansion in AI infrastructure and robust integration growth, while bears emphasize high customer concentration and management's lack of transparent PR.

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