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Goldman’s 10 industry themes for 2024

Investing.com – The quarterly earnings season has largely ended, and Goldman Sachs has taken this opportunity to revisit its top 10 investing themes for 2024, and the stocks in focus in conjunction with these themes. Here are the first five topics:

The rise of generative AI 

The rise of artificial intelligence, specifically Generative AI, and its potential to alter the consumer and enterprise computing landscape has been a key debate for investors for the past 12 months or so, analysts at the influential investment bank said, in a note dated May 17.

“In many ways, we see AI (its continued development and deployment across all aspects of the digital economy) as perhaps the most influential theme in decades and reminiscent of other prior major internet shifts (e.g. the shift from desktop [Web 1.0] to mobile [Web 2.0]),” said Goldman.

Stocks of publicly listed technology companies…

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