In this article, we will discuss: Goldman Sachs AI Stocks: Top 12 Stocks to Buy.
On March 18, 2026, a research report from Goldman Sachs Research stated that artificial intelligence has the potential to automate 300 million jobs globally and disrupt labor markets over the next decade. Joseph Briggs from the global economics team in Goldman Sachs Research said that businesses will most certainly adopt AI during the next decade, displacing 6-7% of employees in the process. He commented that a gradual change might increase the unemployment rate by 0.6 percentage points, whereas speedier adoption could trigger economic disruption. He said that AI is already having an impact on employment in the IT industry, pushing its share below long-term averages, while broader labor data reveals limited structural change. The research report stated that AI could automate tasks that account for 25% of U.S. work hours.
Evan Tylenda, an analyst at GS SUSTAIN, said that the economy will require both low-wage service jobs and trained technical professionals, such as engineers and electricians, to meet infrastructure demand. He projected that the United States would require approximately 500,000 additional workers by 2030 to meet power demand. Briggs noted that data center-related construction jobs have increased by 216,000 since 2022.
With that said, here are the Goldman Sachs AI Stocks: Top 12 Stocks to Buy.
Methodology:
We used Goldman Sachs’ 13F portfolio and selected the 12 AI stocks. We have mentioned Goldman Sachs’ stake value. We then limited our final selection to companies that have recently reported noteworthy developments likely to impact investor sentiment. The list is ranked in ascending order of the firm’s stake value in each holding.
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12. KLA Corporation (NASDAQ:KLAC)
Goldman Sachs’ Stake Value: $1,719.42 million
On March 12, 2026, Reuters reported that KLA Corporation (NASDAQ:KLAC) announced a $7 billion share buyback program and increased its quarterly dividend by 21% to $2.30 per share from $1.90, adding to its existing $3.94 billion repurchase authorization through December 31, 2025. The corporation reiterated its March-quarter forecast, estimating revenue of $3.35 billion, plus or minus $150 million, and adjusted earnings per share of $9.08, plus or minus $0.78.
KLA Corporation (NASDAQ:KLAC) benefited from high demand for semiconductor production tools, as chipmakers increased orders to support AI processors and memory chips. The firm previously outperformed Wall Street’s projections for second-quarter revenue and earnings due to substantial AI infrastructure investment. As of March 12, 2026, shares are up more than 20% this year after rising over 93% last year, supported by continued spending on data centers and chip production capacity.
KLA Corporation (NASDAQ:KLAC) provides process control and yield management solutions to the semiconductor and related nano-electronics industries. The company’s divisions include Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display, and Component Inspection.
11. International Business Machines Corporation (NYSE:IBM)
Goldman Sachs’ Stake Value: $1,952.69 million
On March 17, 2026, Bloomberg reported that International Business Machines Corporation (NYSE:IBM) CEO Arvind Krishna stated that the company intends to seek more artificial intelligence deals, noting a more favorable regulatory climate that allows for faster transaction completion. He mentioned that the company recently finished its acquisition of Confluent Inc. in less than four months. Krishna said that the firm intends to pursue mergers in artificial intelligence, hybrid cloud, and their intersection, showing continued acquisition activity in these areas.
Krishna warned about geopolitical concerns, stating that if the Middle East conflict continues, it could create a modest headwind. He stated that the majority of staff in the region are still functioning, but around 20% are experiencing disruptions that hinder client access and work execution. He also noted difficulties in International Business Machines Corporation (NYSE:IBM)’s consulting division in recent quarters but predicted growth in the second half of the year.
International Business Machines Corporation (NYSE:IBM) is an information technology company. It provides integrated solutions based on information technology and business process knowledge.
