As AI infrastructure and hardware makers struggle in 2025, Goldman Sachs says investors should look to other corners of the sector for opportunities.

Finance's biggest firms are considering how AI might impact jobs, how it could cut costs, and reduce "grunt work."

The top AI stocks will shift from data center plays to software companies as monetization unfolds, a Goldman Sachs analyst predicted.

Investing.com -- Goldman Sachs (NYSE: GS) expects the AI trade to regain momentum sooner rather than later, despite recent market volatility that has weighed on AI-exposed equities.

Kinger Lau, chief China strategist at Goldman Sachs, says artificial intelligence could "raise the fair value for Chinese equities by about 15 to 20% over time" and attract more U.S. investments into Chinese markets.

Goldman Sachs raised its target price for emerging markets stocks on Thursday, projecting that the AI-powered rally in Chinese equities could boost other markets as well.

Discover Goldman Sachs' updated list of AI-enabled revenue stocks, focusing on high-growth firms like Palantir and Cloudflare.

Palantir Technologies (PLTR) has been among the best-performing stocks over the past 12 months, driven by improving earnings, enthusiasm for

Exchange-traded funds (ETFs) can hold dozens or even hundreds of individual stocks. The Roundhill Generative AI and Technology ETF (NYSEMKT: CHAT) invests in a highly concentrated group of companies developing the platforms,