Goldman Strategist Sees Bets in Big Tech During Chip Volatility

Big tech stocks could turn more attractive in the artificial intelligence trade as chipmakers show continued volatility, according to Goldman Sachs Group Inc. strategist Christian Mueller-Glissmann.

While chipmakers and AI capex beneficiaries have led markets higher, rather than hyperscalers, Mueller-Glissmann noted these stocks represent a particularly volatile part of the AI spectrum with significant positioning and leverage through vehicles like exchange-traded funds and options.