As AI stocks correct, Goldman Sachs sees opportunity in healthcare and non-AI equities

The US midterm elections could accelerate the ongoing rotation in stock markets, with healthcare emerging as a potential defensive investment amid a correction in artificial intelligence (AI)-related stocks, according to Lou Miller, global head of custom basket trading at Goldman Sachs.

Nov 7, 2026 - 14:00
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As AI stocks correct, Goldman Sachs sees opportunity in healthcare and non-AI equities
The US midterm elections could accelerate the ongoing rotation in stock markets, with healthcare emerging as a potential defensive investment amid a correction in artificial intelligence (AI)-related stocks, according to Lou Miller, global head of custom basket trading at Goldman Sachs.

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