said a Goldman Sachs analyst in a report. The top AI stocks will shift away from data center infrastructure plays to mainly software companies as monetization of new products unfolds, he said.

AI-related hardware investments could add $305 billion in revenue by 2025, Goldman Sachs analysts said in a ... AI isn't moving the needle in GDP figures. Goldman said that's because the Bureau ...

Deployment of AI is accelerating exponentially, and the nascent industry requires unprecedented investment to grow. We spoke ...

BEIJING (Reuters) - Continued tariff escalation between the United States and China presents a downside risk to a 2025 full-year real GDP forecast of 4.5% for China, Goldman Sachs said in a note.

Investment will fuel the advancement of its AI-powered ... of Goldman Sachs Asset Management, which delivers investment and advisory services across public and private markets for the world's ...

SYDNEY—The prospect of a radical escalation in the global trade war in coming days has nearly doubled the probability of a recession in the U.S. economy in the next 12 months to around 35% ...

April 8 (Reuters) - Goldman Sachs forecast that Brent and WTI crude ... said that the first assumption is the U.S. economy avoids a recession given a large reduction in tariffs, which are ...

The bank lowered its 2025 GDP growth forecast to 1%. Goldman Sachs raised its year-end unemployment-rate forecast to 4.5%. It expects consecutive rate cuts by the Federal Reserve in July ...

BEIJING – Goldman Sachs said it expects Chinese policymakers to accelerate ... the new tariff rates announced by U.S. President Donald Trump would lower Chinese GDP growth by at least 0.7 percentage ...