These global stocks benefit from high barriers to entry. And they’re winning the war against AI disruption.

Goldman Sachs analyst warns AI industry faces widening profit gap despite massive investment

Goldman Sachs' equity research chief Jim Covello warns that the AI industry faces a growing profit problem, with massive infrastructure inve

Wall Street bulls bet US stocks rally will defy bubble fears

Goldman Sachs strategist urges investors to look to Taiwan and South Korea for next AI investment wave

Tim Urbanowicz, chief investment strategist at Innovator from Goldman Sachs Asset Management, advises investors to look beyond domestic mark

Tech and AI stocks rally on strong earnings, defying geopolitical and inflation headwinds

Tech and AI stocks continue to rally strongly despite geopolitical tensions from Iran strikes and ongoing inflation concerns. Snowflake shar

Should investors just buy anything with a hint of artificial intelligence, or try to find the parts of the AI supply chain where bottlenecks capture more of the value?

Goldman Sachs report: Hedge funds place record bets on AI stocks including Nvidia and Amazon

A Goldman Sachs report reveals that hedge funds are making their largest-ever bet on AI stocks, with major positions in Nvidia, Amazon, Micr