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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
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…

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

17 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

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“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…
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“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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“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…
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“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.
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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…
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“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…
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“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…
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“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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“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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“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.
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“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.
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“Shares of Fortinet closed at $133.93 on Friday”
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“Revenue was 7% ahead and operating income was 22% above Street forecasts”
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“Goldman sees the AI trade and U.S. economic outlook only driving 11% of the stock's recent return [Chewy]”
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“Shares of Chewy have tumbled 37% this year”
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“Wolfe Research called Chewy one of its top internet picks”
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“analyst Shweta Khajuria, who currently has an outperform rating on the Plantation, Florida-based company”
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“The analyst's $39 price target is nearly double where shares closed on Friday, at $20.73”
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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.