AI stocks already garner revenue from generative AI, like Microsoft (MSFT) and Nvidia (NVDA), which is a challenging endeavor for investors. At Goldman Sachs, head of global equity research Jim Covello still rates Nvidia, cloud computing companies, and AI infrastructure plays as possible buys. But in a "Top of Mind" report, Covello warned that investor sentiment on AI stocks could turn negative.
AI stocks already garner revenue from generative AI, like Microsoft (MSFT) and Nvidia (NVDA), which is a challenging endeavor for investors. At Goldman Sachs, head of global equity research Jim Covello still rates Nvidia, cloud computing companies, and AI infrastructure plays as possible buys. But in a "Top of Mind" report, Covello warned that investor sentiment on AI stocks could turn negative.