<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.

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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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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 trending as the community debates its recent partnership with Anduril to develop a dual-use autonomous aircraft platform, with discussions split between bullish excitement over defense potential and skepticism regarding commercial scaling hurdles. Investors remain focused on the company's progress toward FAA certification and the elusive transition to horizontal flight as critical milestones for the stock's future.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently seeing heightened volatility and intense community debate as the stock experiences a significant pullback from recent highs, fueled by broader space sector turbulence and shifts in institutional sentiment. While bears argue the company is overvalued and lacking near-term profitability, many investors remain bullish on the long-term potential of the Neutron launch vehicle and the company's vertically integrated space infrastructure strategy.

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 seeing intense trading volume and market interest after securing $2.8 billion in new multi-year AI cloud contracts and raising its year-end ARR guidance, signaling strong demand for its expanded infrastructure capacity. While bullish sentiment is fueled by these wins and a significant cash position, the community remains divided, with debates persisting between those expecting a major AI infrastructure recovery and others skeptical of potential share dilution and execution risks.

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 Inc. ($NUAI) is gaining strong momentum as the community focuses on its role in AI infrastructure, particularly its potential in power-intensive data center development. Investors are actively discussing upcoming index inclusion, expectations for tenant lease news, and the company's strategic advantage in providing off-grid, behind-the-meter energy solutions for hyperscalers.

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 the market evaluates its strategic position following new U.S. executive orders that limit reliance on foreign-sourced critical minerals and prioritize domestic supply chain security. While the community is actively debating the company's leadership transition and the impact of recent government funding, sentiment remains divided between those betting on the stock as a long-term play on national security and those expressing frustration over short-term price volatility.

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 market interest as investors rotate into high-growth consumer brands, fueled by strategic expansions into the haircare market and recent analyst price target upgrades. Community sentiment remains polarized between long-term bulls highlighting strong brand loyalty and fundamentals, and skeptical bears focused on technical price pressure and macroeconomic headwinds.

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 Ltd. is trending due to significant investor interest surrounding a definitive agreement to acquire a pharmaceutical company for over one billion dollars, fueling speculation about a potential short squeeze. While bulls are aggressively pushing the stock higher, citing the low float and bullish technical setups, many community members remain skeptical, labeling the rapid price action as a pump-and-dump scheme and warning of historical volatility typical of similar small-cap listings.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery shareholders are preparing for a pivotal vote on the proposed $110 billion merger with Paramount Skydance, with market sentiment heavily focused on the significant cash premium offered in the deal. Investors are closely monitoring potential regulatory hurdles and the contentious debate surrounding the CEO's executive compensation package, as the merger faces ongoing scrutiny from industry figures and lawmakers concerned about media consolidation.

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

TSS Inc. is facing significant selling pressure as investors react to a year-over-year revenue decline, despite the company highlighting an 88% surge in higher-margin systems integration revenue. The community is actively debating whether the stock represents a deep-value buying opportunity driven by AI infrastructure demand or a high-risk gamble due to intense customer concentration with Dell and ongoing insider selling.

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 China's recent inclusion of the company on its export control list, a move that reinforces the strategic necessity of the U.S. domestic rare-earth supply chain. The community is actively discussing the company's long-term defense and industrial importance, with many participants interpreting the restrictive trade actions as a validation of the firm's domestic-sourcing model and a catalyst for continued federal support.

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