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Goldman names its conviction list AI stocks

Source: cnbc.com cnbc.com
News Snapshot:

Investor sentiment around artificial intelligence has soured on the back of the U.S. government's recent export curbs on AI chips — but Goldman Sachs is still bullish. "While investor sentiment around AI is weaker of late especially following new U.S. regulations, we think global competition could make the introduction of AI to major industries a primary focus," the investment bank's analysts, led by Daiki Takayama, wrote in an Oct. 23 note. And they're optimistic about Asia. "We believe AI is at the early stage of rapid market expansion and we remain positive on the related value chains as the next…

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