Goldman: "Don’t wait for the conflict to end to buy Agentic AI"

Secular winners

Markets rarely give you clarity and good entry points at the same time. By the time uncertainty fades, the best assets have already repriced. What matters now is not the noise but what is holding up despite it.

AI infrastructure and agentic systems continue to show strong revenue revisions, accelerating adoption and, importantly, price resilience in a risk-off tape. That combination is rarely accidental. Resilience is information. In a weak tape, it tells you exactly where capital wants to go