Macroeconomics

Weekly Market Monitor

June 13, 2025 | 3 minute read
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The Strategic Advisory Solutions Market Monitor features a thematic chart and highlights key economic events and data releases driving the past week’s market moves.

Chart of the Week: AI on the Rise

Increased competition and challenged investor sentiment have put pressure on the AI trade in 2025. Nevertheless, AI adoption among US firms continues to gain ground, with 9.2% of companies now using AI to produce goods and services—up from 7.4% in Q1 2025. We expect broad AI adoption to rise further as the technology advances and implementation costs decline. Importantly, we see attractive investment opportunities in AI beyond just the big tech space, particularly in areas like AI infrastructure and in firms integrating AI into their business models.

Chart of the Week

Source: Census Bureau, Goldman Sachs Global Investment Research, and Goldman Sachs Asset Management. As of June 5, 2025. Chart shows the economy-wide adoption rate of US firms using AI technology in the context of producing goods or services. “AI” refers to artificial intelligence. For illustrative purposes only. “We” refers to Goldman Sachs Asset Management.

Download the full document, which includes the chart of the week and a summary of market returns and economic activity over the week. On pages 2 and 3, we further recap equity sector, size and style returns, global index returns, as well as rates and spread movements and a monthly snapshot of global equity valuations.

Weekly Market Monitor
Our weekly Market Monitor features a thematic chart and highlights key economic events and data releases driving the past week’s market moves.
weekly market monitor
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