Goldman Sachs AI Stocks: Top 12 Stocks to Buy

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.

10. Advanced Micro Devices, Inc. (NASDAQ:AMD) 

Goldman Sachs’ Stake Value: $1,958.30 million 

On March 23, 2026, Bloomberg reported that a South Korean AI startup, Upstage, is in talks with Advanced Micro Devices, Inc. (NASDAQ:AMD) about purchasing 10,000 MI355 AI accelerators to improve its domestic compute capacity and diversify beyond existing Nvidia chips. During a meeting in Seoul, CEO Sung Kim addressed the prospective procurement with AMD CEO Lisa Su.

Upstage is competing in a government-backed contest to establish national AI foundation models, with four teams being evaluated every six months by the Ministry of Science and ICT. The process will provide two candidates by early next year. The company is creating a big language model with over 200 billion parameters for the next phase. It is also eyeing overseas markets, such as Vietnam and the UAE, with sovereign AI systems that can be deployed locally.

Separately, Advanced Micro Devices, Inc. (NASDAQ:AMD) expects first-quarter revenue of around $9.8 billion, plus or minus $300 million. The forecast includes $100 million in China-related AI chip sales.

Advanced Micro Devices, Inc. (NASDAQ:AMD) is a leading semiconductor company specializing in high-performance computing and graphics solutions. Its broad product portfolio includes microprocessors, graphics processors, and system-on-chip (SoC) solutions designed for data centers, gaming, and embedded systems.

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.

8. Micron Technology, Inc. (NASDAQ:MU) 

Goldman Sachs’ Stake Value: $2,546.29 million

On March 19, 2026, Reuters reported that Micron Technology, Inc. (NASDAQ:MU)’s stock declined as investors reacted to increased capital spending plans despite solid AI-driven results. The corporation achieved record margins in the February quarter, driven by higher demand for advanced memory chips used in AI data centers and rising prices amid supply constraints. The company also outperformed Wall Street forecasts in the second quarter. The company forecasts third-quarter revenue of around $33.5 billion, plus or minus $750 million, higher than the $24.29 billion consensus estimate.

Micron Technology, Inc. (NASDAQ:MU) plans to increase fiscal 2026 capital expenditures by $5 billion, pushing its total investment to more than $25 billion, with a further spike expected in 2027. The corporation is growing production capacity by raising its expenditure on manufacturing space and equipment, including major investments in Tongluo, Taiwan, and fabrication projects in the United States. The company said the construction-related investment will rise by more than $10 billion year on year.

Micron Technology, Inc. (NASDAQ:MU) provides memory and storage solutions sold into client, cloud server, enterprise, graphics, networking, smartphone, mobile-device, automotive, industrial, and consumer markets, among others.

7. Oracle Corporation (NYSE:ORCL)

Goldman Sachs’ Stake Value: $2,921.34 million 

On March 5, 2026, Reuters, citing a Bloomberg story, reported that Oracle Corporation (NYSE:ORCL) aims to lay off thousands of jobs as mounting costs from its artificial intelligence data center development strain its finances. The job cuts may begin as early as March 2026 and will touch numerous divisions, including roles that are likely to shrink due to AI adoption. The corporation is also reconsidering open roles in its cloud division, slowing down or freezing hiring. As of May 31, 2025, the firm has around 162,000 full-time employees.

Oracle Corporation (NYSE:ORCL) is raising capital expenditures to meet rising demand for computing power, with fiscal 2026 investment expected to jump $15 billion beyond the previously forecast $35 billion. The expansion serves clients like Meta, xAI, and OpenAI. The firm also intends to raise $45 billion to $50 billion to support cloud infrastructure growth. Investors are concerned about financial demands and growing debt. December results reported a $10 billion cash burn in the first half.

Oracle Corporation (NYSE:ORCL) provides information technology-related products and services to enterprises through its main business segments: Cloud and License, Hardware, and Services. The company is based in Austin, Texas, and was founded in June 1977 by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates.

6. Meta Platforms, Inc. (NASDAQ:META)

Goldman Sachs’ Stake Value: $10,202.11 million 

On March 22, 2026, the Wall Street Journal reported that Mark Zuckerberg, CEO of Meta Platforms, Inc. (NASDAQ:META), is developing an artificial intelligence assistant to assist with his executive tasks to accelerate decision-making and information access. The tool is still being developed, and it retrieves replies directly, reducing the need for internal communication layers. Zuckerberg is utilizing the project to test broader AI integration across the corporation as it works to incorporate artificial intelligence into its operations.

Meta Platforms, Inc. (NASDAQ:META) uses AI tools to optimize workflows, flatten organizational structures, and improve productivity among its 78,000 employees. The company encourages more dependence on AI-native solutions while maximizing individual contributors and minimizing management layers.  Zuckerberg has stepped up his direct involvement in coding as part of these initiatives. During a January earnings call, he underlined that AI-driven tooling will help staff accomplish jobs more effectively, which supports the firm’s plan to compete with smaller, AI-focused startups.

Meta Platforms, Inc. (NASDAQ:META) specializes in the creation of social media applications. It develops technology that enables individuals to connect and share, discover communities, and grow businesses.

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