Goldman Sachs has stark message for investors in AI stocks

Wall Street is drawing a hard line between the stocks that benefit from artificial intelligence and those that get buried by it. Goldman Sachs has done the math, and the results are reshaping how investors position their portfolios right now. The bank's strategists have mapped out a rotation that is firmly underway in February 2026. Asset-heavy companies with factories, physical supply chains and specialized equipment are pulling ahead. Software names tied to labor-intensive workflows are absorbing the pai ...