https://www.live-feeds.com/feed/exclusive-goldman-bankers-say-the-next-ai-boom-is-in-the-physical-economyContinuously updated, source-cited coverage. https://www.live-feeds.com/feed/exclusive-goldman-bankers-say-the-next-ai-boom-is-in-the-physical-economyhttps://www.live-feeds.com/feed/exclusive-goldman-bankers-say-the-next-ai-boom-is-in-the-physical-economy#u22326Fri, 03 Jul 2026 04:56:29 +0000Goldman Sachs analysts identify a shift in AI investment toward physical sectors like utilities, mines, and factories. The firm anticipates strong earnings growth and a significant capital expenditure cycle for AI infrastructure. Some strategists describe the current market as a rubber band.What's confirmed:Goldman Sachs predicts the next phase of AI investment will expand into factories, oil rigs, mines, and utilities.Goldman Sachs strategists project S&P 500 second-quarter earnings per share will increase 22% year-over-year.Still unconfirmed:Goldman Sachs identifies three specific stocks