Goldman: AI will remain the main driver of US business investment in 2027

Goldman's assessment that artificial intelligence will remain the main driver of US business investment in 2027 provides a medium-term positive backdrop for leading technology giants investing in AI, such as GOOGL. The price is trading at 293.58, above the SMA20 (290.27) and SMA50 (287.27); the short-term trend is upward. RSI at 59 is far from overbought territory, and MACD is above the signal line and positive, indicating supported momentum. After a 24-hour gain of 2.7%, some short-term profit-taking may occur; therefore, confidence is limited to 0.6. The news serves as thematic support rather than a direct catalyst, so the impact is moderate and upward.

The news presents a structurally positive theme for NVDA (sustained AI investments), but since it is a long-term projection extending to 2027, its short-term price impact may be limited. The stock has fallen sharply by 7.2% in 24 hours; RSI at 41 is weak but not in oversold territory; MACD is negative and below the signal line, momentum is downward. While the price holds near SMA20 (173.5), it is clearly below SMA50 (187), meaning the short-term trend is fragile. The news alone is not enough to reverse this technical weakness; the reaction may be limited neutral-positive. Nevertheless, positive headlines on the AI theme could support dip buying.

Goldman's view that AI investments will remain strong through 2027 points to medium-term demand for AI chipmakers such as AMD. However, the stock has already risen 24% in 24 hours and its RSI at 66 is approaching overbought territory, increasing the risk of near-term profit-taking. MACD is above its signal line and the price is above SMA20/SMA50, indicating a strong trend. The news alone is not a new catalyst but supports existing momentum. Therefore, for the 1-3 day horizon, I assess it as mildly upward with limited confidence.

AVGO has already surged over 18% in 24 hours and is approaching overbought territory with an RSI of 63, which increases the risk of some short-term profit-taking. Goldman's view that AI investments will continue through 2027 provides structural support for semiconductor stocks exposed to AI infrastructure like AVGO. The price is above the SMA20 and SMA50, and MACD is positive above the signal line; the technical picture remains intact. However, since the news is more of a general theme than a concrete catalyst and the stock has already reacted strongly, further upside may be limited. In the 1-3 day outlook, I expect a slightly upward but volatile trend.