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Want to hop off the AI trade? Goldman says buy these stocks that have nothing to do with it

Cnbc · · 545 words · By Lisa Kailai Han
Investment Diversification AI Market Dominance Equity Analysis
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What to know about Investment Diversification

It may feel like the artificial intelligence trade is sucking all the oxygen out of the stock market these days, but Goldman Sachs says that there are still noteworthy companies to buy that don't have anything to do with AI.

Claims checked 17
Techniques found 1
Topics 3

Coverage spectrum

Coverage gap: Low Right coverage
Left50%
Center50%
Right0%

2 sources compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

It may feel like the artificial intelligence trade is sucking all the oxygen out of the stock market these days, but Goldman Sachs says that there are still noteworthy companies to buy that don't have anything to do with AI.

Why it matters

The strength of the AI trade has pushed the S & P 500 and technology-dominant Nasdaq Composite indexes to multiple intraday and closing record highs this year, with the latest records achieved just last week.

Common ground

That left Goldman Sachs analysts in a May 15 report highlighting the challenge of finding investment opportunities that are separated from tech and AI.

Perspective signals

The tension in the story is sharpened by Loaded Language: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/05/25/want-to-hop-off-the-ai-trade-goldman-says-buy-th…

psychologyPropaganda Techniques Detected

eFinder identified 1 propaganda technique in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 17 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 7
info Single Source 5
help Insufficient Evidence 2
check_circle Corroborated 2
verified Verified 1
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Claim 1: “Shares of Fortinet closed at $133.93 on Friday”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 2: “Shares of Chewy have tumbled 37% this year”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 3: “Goldman sees the AI trade and U.S. economic outlook only driving 11% of the stock's recent return [Chewy]”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 4: “LLY markets Mounjaro OUS for T2D and obesity”
VERIFIED
Directly confirmed by a source stating that Lilly markets Mounjaro in the U.S. for T2D and outside the U.S. for both T2D and obesity.
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web search NEUTRAL — Eli Lilly’s LLY key top-line drivers are its GLP-1 medicines, Mounjaro for type II diabetes and Zepbound for obesity. Both have witnessed rapid demand despite being on the market for less than three y…
https://www.tradingview.com/news/zacks:ca0c08253094b:0-can-m…
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web search NEUTRAL — Lilly markets Mounjaro in the U.S. as a treatment for type 2 diabetes (T2D) and outside the U.S. for both T2D and obesity.
https://www.aol.com/finance/why-eli-lilly-stocks-big-0950004…
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web search NEUTRAL — Eli Lilly quietly registered a new phase 3b trial pitting its Mounjaro against Novo Nordisk’s weight loss drug Wegovy in overweight or obese patients, teeing up an epic fight in a multibillion-dollar …
https://www.fiercepharma.com/pharma/heavyweight-obesity-figh…
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Claim 5: “Revenue was 7% ahead and operating income was 22% above Street forecasts”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 6: “Earlier this month, BTIG analyst Gray Powell upgraded Fortinet to buy from neutral”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding a BTIG analyst Gray Powell upgrading Fortinet.
check_circle
Claim 7: “Earlier this month, Morgan Stanley reiterated its overweight rating Lilly”
CORROBORATED
Multiple independent sources (Investing.com, CoinCentral) confirm that Morgan Stanley reiterated an 'Overweight' rating for Eli Lilly.
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web search NEUTRAL — Investing.com - Morgan Stanley maintained its Overweight rating and $1,135.00 price target on Eli Lilly (NYSE:LLY) in a research note focused on the expanding market for GLP-1 medications.
https://www.investing.com/news/analyst-ratings/morgan-stanle…
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web search NEUTRAL — Following the reveal of an innovative employer access platform for obesity therapies, Morgan Stanley reiterated its Overweight rating and $1,313 price target for Eli Lilly & Company (NYSE:LLY) on Marc…
https://finance.yahoo.com/sectors/healthcare/articles/morgan…
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web search NEUTRAL — TLDRMorgan Stanley reiterated an Overweight rating on Eli Lilly (LLY) with a $1,313 price targetLilly’s GLP-1 franchise holds ~60% weekly new prescription market share
https://coincentral.com/eli-lilly-lly-stock-wall-street-stay…
info
Claim 8: “Eli Lilly has slipped around 1% this year”
SINGLE SOURCE
Search results discuss Eli Lilly's stock performance, Q1 earnings, and predictions for 2026, but do not provide a specific year-to-date percentage change of 'around 1%'.
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web search NEUTRAL — Eli Lilly posts positive numbers. Eli Lilly's Q1 report showed strong earnings and sales growth. The company posted adjusted earnings per share (EPS) of $3.34 on $12.73 billion in sales. Wall Street h…
https://www.fool.com/investing/2025/05/01/why-eli-lilly-stoc…
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web search NEUTRAL — Eli Lilly's work in diabetes and weight loss is doing most of the heavy lifting right now. The company's financial results have been outstanding thanks to its dominance in the anti-obesity market. But…
https://finance.yahoo.com/markets/stocks/articles/eli-lilly-…
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web search NEUTRAL — Few stocks have polarized investors in 2026 like Eli Lilly (NYSE:LLY | LLY Price Prediction). After a stunning Q1 earnings report and raised full-year guidance, the question is whether the valuation h…
https://247wallst.com/investing/2026/05/12/eli-lilly-price-p…
info
Claim 9: “cybersecurity stock Fortinet is up 68.7% this year”
SINGLE SOURCE
Search results provide general stock quotes and news for Fortinet but do not specify a year-to-date increase of 68.7%.
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web search NEUTRAL — Find the latest Fortinet, Inc. (FTNT) stock quote, history, news and other vital information to help you with your stock trading and investing.
https://finance.yahoo.com/quote/FTNT/
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web search NEUTRAL — FTNT | Complete Fortinet Inc. stock news by MarketWatch. View real-time stock prices and stock quotes for a full financial overview.Fortinet (FTNT) Price Target Raised to $115 Following Strong Q1 Resu…
https://www.marketwatch.com/investing/stock/ftnt
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web search NEUTRAL — View today's Fortinet Inc stock price and latest FTNT news and analysis. Create real-time notifications to follow any changes in the live stock price.
https://www.investing.com/equities/fortinet
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Claim 10: “Wolfe Research called Chewy one of its top internet picks”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 11: “The analyst's $39 price target is nearly double where shares closed on Friday, at $20.73”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 12: “Goldman Sachs analysts in a May 15 report highlighting the challenge of finding investment opportunities that are separated from tech and AI”
SINGLE SOURCE
While evidence confirms Goldman Sachs publishes research on AI and its economic viability, there is no specific mention of a May 15 report discussing the difficulty of finding non-tech/AI investments.
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web search NEUTRAL — Goldman Sachs is one of the largest investment banks in the world by revenue and is ranked 32nd on the Fortune 500 list of the largest United States corporations by total revenue.
https://en.wikipedia.org/wiki/Goldman_Sachs
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web search NEUTRAL — Begin your career with a Goldman Sachs internship and get access to the best support network, events, and opportunities to thrive. We have a wide range of programs for diverse, curious minds.
https://www.goldmansachs.com/careers/students/programs-and-i…
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web search NEUTRAL — Investment giant Goldman Sachs published a research paper about the economic viability of generative AI which notes that there is “little to show for” the huge amount of spending on generative AI infr…
https://www.404media.co/goldman-sachs-ai-is-overhyped-wildly…
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Claim 13: “analyst Shweta Khajuria, who currently has an outperform rating on the Plantation, Florida-based company”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 14: “Goldman attributes 19% of its recent return to the U.S. economic outlook and AI”
INSUFFICIENT EVIDENCE
No evidence was found in the search results regarding Goldman's attribution of Fortinet's returns.
info
Claim 15: “Analyst Terence Flynn's $1,344 price target implies upside of 26.2% from where shares closed on Friday”
SINGLE SOURCE
While Terence Flynn is confirmed as the Morgan Stanley analyst for Eli Lilly, the provided evidence shows different price targets ($1,135, $1,313, $1,171) rather than the specific $1,344 mentioned in the claim.
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web search NEUTRAL — The analyst labeled Eli Lilly as his Top Pick. "If LLY secures FDA approval of Tirzepatide in diabetes, delivers positive Phase 3 obesity data and competitor Phase 3 Alzheimer's data is positive, we w…
https://www.investing.com/news/stock-market-news/eli-lilly-g…
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web search NEUTRAL — Analysts Set New Price Targets. A number of equities research analysts have recently weighed in on the company. Rothschild & Co Redburn boosted their price target on Eli Lilly and Company from $880.00…
https://www.americanbankingnews.com/2026/05/19/flynn-zito-ca…
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web search NEUTRAL — Morgan Stanley analyst Terence Flynn raised the firm’s price target on Eli Lilly (LLY) to $1,171 from $1,090 and keeps an Overweight rating on the shares.
https://www.tipranks.com/news/the-fly/eli-lilly-price-target…
check_circle
Claim 16: “The strength of the AI trade has pushed the S & P 500 and technology-dominant Nasdaq Composite indexes to multiple intraday and closing record highs this year”
CORROBORATED
Multiple web search results confirm that both the S&P 500 and Nasdaq Composite reached record highs, specifically mentioning May 14.
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web search NEUTRAL — S&P 500 and Nasdaq Close at Record Levels on May 14, 2026 - News and Statistics. Yesterday. Save for later.Dow Jones Industrial Average (DJIA): Index Reclaims 50,000 for First Time Since Iran War Bega…
https://news.google.com/stories/CAAqNggKIjBDQklTSGpvSmMzUnZj…
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web search NEUTRAL — Nasdaq Composite and S&P 500 hit record highs.At last check, the stock was trading at $517 per share, an intraday record high. The stock rose after Melius Research initiated coverage of Micron with a …
https://au.finance.yahoo.com/news/stock-market-today-monday-…
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web search NEUTRAL — Intraday high vs closing high: an intraday peak can be higher than the official close; many headlines report closing records because they are definitive. Price‑weighted vs market‑cap‑weighted indices:…
https://www.bitget.com/wiki/what-is-the-highest-the-stock-ma…
info
Claim 17: “Goldman believes that only about 9% of the drugmaker's recent returns have been driven by the U.S. economic outlook and AI”
SINGLE SOURCE
No evidence was found in the provided search results that mentions a specific 9% attribution of Eli Lilly's returns to the U.S. economic outlook and AI by Goldman Sachs.
travel_explore
web search NEUTRAL — Goldman Sachs Research forecasts another solid year of global economic growth in 2025. Our economists project the US will outperform expectations while the euro area lags behind amid fresh tariffs tha…
https://www.goldmansachs.com/insights/articles/the-global-ec…
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web search NEUTRAL — Oct 9- Eli Lilly and Co:. *Goldman Sachs raises Eli Lilly to neutral- Benzinga.com For a summary of rating and price target changes on U.S. companies:. Reuters Station users, click. 1568.
https://www.cnbc.com/2012/10/09/research-alertgoldman-sachs-…
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web search NEUTRAL — Eli Lilly and Company (NYSE:LLY) is among the stocks with the best earnings growth for the next 10 years.If you are looking for an AI stock that is more promising than LLY and that has 10,000% upside …
https://www.insidermonkey.com/blog/eli-lilly-and-company-lly…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.