Energy Stocks Best for AI Build-Out, Says Former Goldman Strategist

Former Goldman strategist Jeff Currie suggests that energy stocks are the optimal investment for the AI build-out, citing a structural bull market in commodities and the need to shift capital towards commodity holders.

15 May, 11:08 — 15 May, 11:08

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marketwatchMostly Factual2h ago

The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.

By Jules Rimmer

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Energy Stocks Best for AI Build-Out, Says Former Goldman Strategist

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The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist

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