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Investors need exposure to semiconductor companies and other “picks and shovels” of artificial intelligence.
Goldman Sachs Asset Management recommends continued investment in semiconductor and AI infrastructure companies.
KEY POINTS
- Brook Dane states that rising geopolitical tensions have structurally increased risk premia in markets.
- Despite global uncertainty, Goldman Sachs sees no change in the growth trajectory of AI-related spending.
- The firm emphasizes that AI infrastructure remains a strategic investment regardless of geopolitical risks.
COMPANIES
Summarized by Newsio from Bloomberg. How we summarize →