Goldman Sachs flags 3 investment themes beyond AI amid heightened volatility in momentum stocks
Investors are likely to increasingly look beyond the artificial intelligence trade as extreme volatility in AI infrastructure stocks raises the appeal of consumer experience companies, high-quality "compounders" and potential mergers and acquisitions (M&A) targets, according to Goldman Sachs.
Investors are likely to increasingly look beyond the artificial intelligence trade as extreme volatility in AI infrastructure stocks raises the appeal of consumer experience companies, high-quality "compounders" and potential mergers and acquisitions (M&A) targets, according to Goldman Sachs.
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