Do not justify the next stage of the next stage of AI in Goldman’s uproar around its stocks

Artificial intelligence may dominate the stock market, but its future growth is not guaranteed.

“This trade is extremely unprecedented and volatile in nature,” said Eric Sheridan, an analyst Goldman Sachs, in an attempt to open Yahoo Finance.

Sheridan added that the artificial intelligence market is still developing, and it moves through distinct stages, each of which provided unique opportunities and risks.

The first stage focused greatly on infrastructure – building databases, cloud networks and strong potatoes to support rapid growth in artificial intelligence. But now the focus is moving towards the “application layer”, as companies get to know how to use artificial intelligence in products and services in the real world.

This transformation is extremely important because there are “completely different tapes” between how artificial intelligence is adopted by consumers against companies, for every Sheridan.

“People are likely to adopt artificial intelligence in their consumer computing habits from their computer habits of institutions,” adding that consumers see less risk of artificial intelligence and do not feel that it will harm their ability to earn money.

However, Amnesty International’s adoption by large companies is more dangerous. “The institutions must work within the strict budget requirements,” Sheridan said. “I have also faced some friction on the employee’s side regarding how they used Amnesty International for their individual work.”

These differences in adoption can affect the potential for the growth of artificial intelligence stocks. While consumers’ artificial intelligence applications are progressing quickly, companies may take longer to integrate artificial intelligence on a large scale.

In a note for customers, Goldman Ryan Hammond analyst wrote that The stock market proposes Amnesty International Assessments It may already be in front of themselves.

AI’s relevant stocks increased by 32 % in 2024, although they remain less than the levels seen during the technology bubble and 2021. However, Hammond warns that the slowdown in high capital expenditures can risk these shares.

He pointed out that “the timing of this reflection is difficult,” adding that the next few quarters will be decisive in determining whether the infrastructure companies driven by artificial intelligence can continue to provide the growth investors they expect.

Meta (DeadIt has been optimistic about technology, with plans to invest $ 600 billion in the United States until 2028 to develop Amnesty International’s infrastructure.

Sheridan warned of the long -term financial impact, although he indicated that the company is already seen results. Meta is among many digital platforms – including the alphabet (Googland Goog) And Pinterest (Pins– Artificial intelligence can benefit from traditional ads.