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India’s ‘anti-AI’ trade hides 42 AI-enabler stocks that rallied 60% already: Goldman Sachs

India’s Nifty has declined 12% in 2026, but Goldman Sachs’ basket of 42 AI enablers has surged 60%. Power, data centres and semiconductor companies are driving gains, supported by earnings growth, rising capex and increasing corporate focus on AI infrastructure.

We haven't written up this one. The Economic Times - Top News has the full story — the link below goes straight to it.

Read the original at economictimes.indiatimes.com →

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