{"id":290508,"date":"2025-10-09T23:48:14","date_gmt":"2025-10-09T23:48:14","guid":{"rendered":"https:\/\/www.europesays.com\/us\/290508\/"},"modified":"2025-10-09T23:48:14","modified_gmt":"2025-10-09T23:48:14","slug":"ai-party-is-not-over-goldman-sachs-issues-top-picks","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/290508\/","title":{"rendered":"AI Party Is Not Over, Goldman Sachs Issues Top Picks"},"content":{"rendered":"\n

Goldman Sachs<\/strong> is doubling down on artificial intelligence<\/a>, highlighting infrastructure and data management as prime investment opportunities despite market concerns over high valuations.<\/p>\n

Brook Dane<\/strong>, co-head of public tech investing at the firm, pointed to companies like Nvidia <\/strong>(NASDAQ:NVDA<\/a>), Taiwan Semiconductor Manufacturing Co<\/strong> (NYSE:TSM<\/a>), Snowflake <\/strong>(NYSE:SNOW<\/a>), and HubSpot <\/strong>(NYSE:HUBS<\/a>) as beneficiaries of the AI boom, signaling that selective stock picking in this sector could yield significant returns as enterprise adoption and capital spending accelerate.<\/p>\n<\/p>\n

Dane reaffirmed his optimism on AI during an appearance on<\/a> CNBC\u2019s Money Movers, highlighting opportunities across AI infrastructure, data management, and enterprise applications.<\/p>\n

Trending: These five entrepreneurs are worth $223 billion \u2013 they all believe in one platform that offers a 7-9% target yield with monthly dividends<\/a><\/strong><\/p>\n

Addressing concerns over potentially inflated AI valuations, Dane emphasized the role of active investing in identifying value. \u201cWe\u2019re finding plenty of stocks to buy right now in the market for our clients that are priced at really attractive rates. For example, look at Nvidia. We all know Nvidia is getting 70 cents of every dollar of capex being spent. Capex is likely to be up something north of 30% in the next year. It\u2019s trading at like a 3.2% free cash flow yield. That seems like an attractive entry place. That doesn\u2019t seem like a bubble. It doesn\u2019t seem like it\u2019s extended.\u201d<\/p>\n

He added that while some areas of the market are overheated, disciplined selection can uncover compelling opportunities. Nvidia remains a top pick for Goldman Sachs.<\/p>\n

Beyond chipmakers, Dane outlined three key areas for investors to watch in AI. First, the infrastructure layer, including companies like Nvidia and TSM, which are building the hardware to run AI models.<\/p>\n

Second, the data and security segment, where firms such as Snowflake, Zscaler <\/strong>(NASDAQ:ZS<\/a>), and Varonis Systems<\/strong> (NASDAQ:VRNS<\/a>) benefit from efforts to organize, secure, and govern enterprise data for AI applications.<\/p>\n

The third, more nuanced area is AI applications. Dane noted opportunities exist where companies leverage durable data advantages to drive growth, even amidst frontier AI competition.<\/p>\n

Examples include Samsara <\/strong>(NYSE:IOT<\/a>), which specializes in fleet management software and telematics, and HubSpot, recently partnering with OpenAI<\/strong> on an agentic model builder.<\/p>\n

\u201cHubSpot has this great advantage of being the tech provider for many small businesses…they are going to look to HubSpot to help them guide them through this confusing period of time around AI,\u201d Dane said.<\/p>\n

See Also: 7 Million Gamers Already Trust Gameflip With Their Digital Assets \u2014 Now You Can Own a Stake in the Platform<\/a><\/strong><\/p>\n

On capital expenditure trends among hyperscalers, Dane acknowledged projections of slower growth, estimating roughly 30% capex expansion next year among the six largest U.S. providers.<\/p>\n

He remained confident the market can absorb this slowdown, emphasizing the durability of growth through 2027 and 2028 as the AI investment cycle continues.<\/p>\n

Dane also highlighted the enterprise focus of recent AI conferences, reinforcing the importance of data and practical applications for businesses.<\/p>\n

While OpenAI captures much of the spotlight, he pointed to multiple players, including Meta Platforms<\/strong> (NASDAQ:META<\/a>), Alphabet\u2019s<\/strong> (NASDAQ:GOOG<\/a>) (NASDAQ:GOOGL<\/a>) Google with Gemini, and major U.S. hyperscalers like Microsoft<\/strong> (NASDAQ:MSFT<\/a>), Amazon <\/strong>(NASDAQ:AMZN<\/a>), and Oracle<\/strong> (NYSE:ORCL<\/a>), investing heavily in AI infrastructure and frontier models.<\/p>\n

Looking internationally, Dane observed that China and the U.S. are likely to develop separate AI ecosystems with distinct winners, noting aggressive spending from Chinese firms. In contrast, other global markets are expected to rely more heavily on U.S. players to drive enterprise AI expansion.<\/p>\n

For investors, Dane\u2019s message is clear: opportunities lie not in hype, but in infrastructure, data, and strategically positioned applications across both domestic and international markets.<\/p>\n

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Photo via Shutterstock<\/p>\n

Up Next: Transform your trading with Benzinga Edge’s one-of-a-kind market trade ideas and tools. Click now to access unique insights<\/strong><\/a> that can set you ahead in today’s competitive market.<\/p>\n

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This article AI Party Is Not Over, Goldman Sachs Issues Top Picks<\/a> originally appeared on Benzinga.com<\/a><\/p>\n

\u00a9 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.<\/p>\n","protected":false},"excerpt":{"rendered":"Goldman Sachs is doubling down on artificial intelligence, highlighting infrastructure and data management as prime investment opportunities despite…\n","protected":false},"author":3,"featured_media":290509,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[21],"tags":[691,22265,738,148977,26745,148980,148981,862,148978,1671,148979,158,67,132,68],"class_list":{"0":"post-290508","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-applications","10":"tag-artificial-intelligence","11":"tag-brook-dane","12":"tag-data-management","13":"tag-enterprise-applications","14":"tag-enterprise-data","15":"tag-goldman-sachs","16":"tag-hubspot","17":"tag-nvidia","18":"tag-prime-investment-opportunities","19":"tag-technology","20":"tag-united-states","21":"tag-unitedstates","22":"tag-us"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115346886236600521","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/290508","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=290508"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/290508\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/290509"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=290508"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=290508"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=290508"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}