Goldman Sees Buy-the-Dip Opportunity in AI After Big Tech Earnings

Better-than-expected results late last month from some of the biggest technology companies using artificial intelligence signal an opportunity for investors to pick up shares in the cohort after the recent slump, according to a group of analysts at Goldman Sachs.

The once-hot trade that boosted the broader market over the last two years hit multiple snarls in 2025. Chipmakers and AI-linked stocks saw a major hit in January on the news of China’s DeepSeek, which threw into question the necessity for the billions of dollars in spending pledged to building out AI systems. More recently, President Donald Trump’s trade war sparked concern over an economic slowdown, again stoking fears that big tech companies will trim spending on AI, while putting large levies on China has stoked fears of disrupting supply chains for chipmakers.