Goldman Sachs AI Stocks: Top 12 Stocks to Buy

9. Palantir Technologies Inc. (NASDAQ:PLTR)

Goldman Sachs’ Stake Value: $2,215.03 million

On March 21, 2026, Reuters cited a March 9 letter from Deputy Defense Secretary Steve Feinberg reporting that Palantir Technologies Inc. (NASDAQ:PLTR)’s Maven AI system will be classified as a program of record by the Pentagon, ensuring long-term usage and financing across the US military. The decision is expected to take effect at the conclusion of the fiscal year in September. Maven evaluates battlefield data and identifies targets, acting as a command-and-control platform for satellites, drones, and sensors. In recent weeks, the technology has facilitated thousands of targeted strikes against Iran.

The Pentagon will delegate Maven oversight to its Chief Digital Artificial Intelligence Office within 30 days, while the Army will oversee future contracting. The designation will make adoption easier across military branches. Palantir Technologies Inc. (NASDAQ:PLTR) has expanded government contracts, including a $10 billion deal with the United States Army and a $1.3 billion contract ceiling for Maven-related services in 2025.

Palantir Technologies Inc. (NASDAQ:PLTR) is a software company that develops and deploys data integration and analytics platforms for government agencies, defense organizations, and enterprise clients. Its notable products include Palantir Gotham, Foundry, and Apollo.