Fear contagion from the Evergrande crisis, warns Goldman Sachs.
"The trend is your friend." You've probably heard the investing adage before. It's typically used in reference to buying stocks that are in defined upswings. However, there's an even more important application of the saying for long-term investors.
Companies look set to increase their spending on AI to reap its myriad benefits, making it wise to look at names like NVIDIA (NVDA), Microsoft (MSFT), Applied Materials (AMAT) and Alphabet (GOOGL).