These stocks are asset-heavy, which may make them more insulated from risks that emerge in an AI economy, the firm says.
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Investors are bidding up companies with hefty real assets such as grids, pipelines and heavy machinery that are least likely to…
HALO stocks are heavy assets, low obsolescence. They have risks, but not AI risks. In fact, in many cases, AI will probably…
Goldman Sachs sees shares of Houlihan Lokey rising 36% from here.
Investors are shifting toward physical assets that are partially insulated from disruption, says Goldman Sachs
The bank believes gave a boost to the company following its earnings report that delivered strong guidance for 2026.
Neoclouds emerged as stopgaps to address the GPU shortage, but their economics are fragile, McKinsey has warned.
