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Microsoft and these other stocks are the way to play AI now, says Goldman Sachs

So-called “platform” stocks, such as Microsoft and Snowflake are the most attractive part of the AI sector according to Goldman Sachs.
Business - MarketWatch - October 14
Nvidia’s stock secures first record in four months as customers seem locked in

One analyst says customers are in a “prisoner’s dilemma” that will keep them spending, while another was encouraged by recent Nvidia commentary on the company’s “moat.”
Business - MarketWatch - October 14
We're buying more of a stock that has gone on sale since reporting earnings

The purchase will increase the stock's weighting in our portfolio to 2.75% from 2.58%.
Business - CNBC - October 14
Is the stock market open on Columbus Day? Are banks and post offices closed?

Monday is both Columbus Day and Indigenous Peoples’ Day, and many services will be closed or running with modified hours
Business - MarketWatch - October 14

Microsoft and these other stocks are the way to play AI now, says Goldman Sachs