Wednesday, September 2, 2026

‘HALO’ is the trade in vogue on Wall Street right now. Here are Goldman’s favorite stocks

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These stocks are asset-heavy, which may make them more insulated from risks that emerge in an AI economy, the firm says.

Asset-heavy stocks are outperforming asset-light stocks as investors look for a hedge against artificial intelligence risks, Goldman Sachs said in a note last week.

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