Technology Today News Why Goldman Sachs Says Investors Should Buy The Dip In U S Tech Stocks

Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far

"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real." ... Read More

Goldman Sachs pinpoints the 5 stocks that will get the biggest productivity boost from AI

Hardware firms have been the big AI winners, but Goldman flags a handful of stocks that could be the top beneficiaries of AI-fueled productivity gains. Read More

Goldman Sachs says most of the AI boom may already be priced in

While high valuations can hold up when the economy is strong, investors usually end up paying the price when growth slows or the cycle turns. Read More

AI is winning over consumers — but it's way behind with businesses, say Goldman Sachs analysts

Investors are questioning the massive scale of AI spending that has pushed the S&P 500 and Nasdaq to historic highs recently. Read More

The AI boom isn't a bubble — it's barely begun, Goldman Sachs says

The AI gold rush has barely begun, and there are trillions on the line, Goldman Sachs says. Today's AI outlays are small compared with past revolutions like railroads and the internet, wrote analysts. Read More

Hedge Funds Boost AI Tech Bets to Highest Since 2016, Goldman Sachs Says

LONDON (Reuters) -Hedge funds' exposure to artificial intelligence-related tech hardware reached its highest in October since Goldman Sachs started tracking the data in 2016, the U.S. bank said in a ... Read More