MarketWatch
US · 33 mins ago
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The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist
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A former Goldman Sachs strategist argues that energy stocks are the best investment vehicle for capitalizing on AI infrastructure buildout, positioning commodity-producing companies as beneficiaries of the structural bull market in commodities.
The ‘Munificent 7’: Why energy stocks are the best way to play the AI build-out, says former Goldman strategist
The commodity complex is in a structural bull market, and capital should be flowing away from the companies desperate for commodities and towards those who have them, argues Jeff Currie.
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