AI stocks aren't in a bubble, but private markets may be, Goldman Sachs' top strategist says.JOHANNES EISELE/AFP via Getty Images The real AI bubble is forming in private markets, not in public stocks, Goldman Sachs' top strategist said. He said private AI firms are seeing unsustainable valuations fueled by capital inflows and growth expectations. But public AI stocks, like Nvidia, show price growth matching earnings, unlike past tech bubbles. Investors anxious about an AI-driven stock market bubb ...