Higher Rates, Lower Leverage: Growth Stocks To Struggle While AI Offers Hope, Goldman Sachs Analysts Say
Portfolio Pulse from Piero Cingari
Goldman Sachs analysts predict that growth stocks may struggle due to increasing interest rates and rising inflation. However, they have identified a selection of S&P 500 stocks that could be resilient in a high-rate environment, including Cisco Systems, Visa, BlackRock, CME Group, Johnson & Johnson, and Mastercard. They also suggest that artificial intelligence (AI) could significantly boost profitability for U.S. corporations. Goldman Sachs' AI basket includes NVIDIA, Marvell Technology Group, CrowdStrike Holdings, Microsoft, Alphabet, Amazon, Meta Platforms, Salesforce.com, Adobe, ServiceNow, and Intuit.
October 03, 2023 | 1:14 pm
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Adobe is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Adobe is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Amazon is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Amazon is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
BlackRock is identified by Goldman Sachs as a potential resilient stock in a high-rate environment.
BlackRock is identified by Goldman Sachs as a potential resilient stock in a high-rate environment, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
CME Group is identified by Goldman Sachs as a potential resilient stock in a high-rate environment.
CME Group is identified by Goldman Sachs as a potential resilient stock in a high-rate environment, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Salesforce.com is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Salesforce.com is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
CrowdStrike Holdings is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
CrowdStrike Holdings is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Cisco Systems is identified by Goldman Sachs as a potential resilient stock in a high-rate environment.
Cisco Systems is identified by Goldman Sachs as a potential resilient stock in a high-rate environment, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Alphabet is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Alphabet is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Intuit is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Intuit is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Johnson & Johnson is identified by Goldman Sachs as a potential resilient stock in a high-rate environment.
Johnson & Johnson is identified by Goldman Sachs as a potential resilient stock in a high-rate environment, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Mastercard is identified by Goldman Sachs as a potential resilient stock in a high-rate environment.
Mastercard is identified by Goldman Sachs as a potential resilient stock in a high-rate environment, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Meta Platforms is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Meta Platforms is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Marvell Technology Group is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Marvell Technology Group is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Microsoft is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
Microsoft is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
ServiceNow is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
ServiceNow is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
NVIDIA is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI.
NVIDIA is spotlighted by Goldman Sachs as a company that could benefit from the transformative impact of AI, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80
POSITIVE IMPACT
Visa is identified by Goldman Sachs as a potential resilient stock in a high-rate environment.
Visa is identified by Goldman Sachs as a potential resilient stock in a high-rate environment, which could attract investors and positively impact its stock price.
CONFIDENCE 85
IMPORTANCE 70
RELEVANCE 80