Goldman Sachs Focuses on Non-AI Stocks

The article focused on Goldman's warning about the risks associated with over-reliance on AI stocks, which have dominated investment portfolios over the past three years. The bank explained that the experiential economy, which includes sectors such as cinema, entertainment, and hotels, has achieved a 17% return since the beginning of the year, outperforming the consumer discretionary sector by 17 percentage points. The article also discussed the 6% growth of the experience market in the first quarter of 2026, as well as the underperformance of growth stocks despite their profitable growth, noting that Goldman Sachs is expanding its investments in private markets and establishing a platform targeted at high-net-worth clients, with the bank’s profits exceeding expectations for the second quarter.

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