Investor sentiment towards AI shows signs of skepticism – Goldman Sachs

seekingalpha08-07

Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%...

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While the AI trade has taken it on the chin recently, Goldman Sachs indicated that it still remains confident about the growing market area. “The mega-cap tech stocks have dropped sharply, but their valuations continue to reflect AI optimism despite investor concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said. Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x. See the chart below provided by Goldman Sachs:  For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:  GX Artificial Intelligence & Tech ETF (NASDAQ:AIQ) GX Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) ALPS Disruptive Technologies ETF (DTEC) Goldman Sachs Innovate Equity ETF (GINN) iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO) First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT) iShares U.S. Tech Breakthrough Multisector ETF (TECB) iShares Exponential Technologies ETF (XT) Robo Global Artificial Intelligence ETF (THNQ) Roundhill Generative AI & Technology ETF (CHAT)","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2457000357"}