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Goldman Sachs Tech Stocks: Top 10 Stocks to Buy Now

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In this article, we highlight the Goldman Sachs Tech Stocks: Top 10 Stocks to Buy Now.

The US technology sector continues to be a central driving force in the markets. On Thursday, August 28, the S&P 500 rose 0.43% to 6,501.86 – a fresh record for the benchmark index. The tech-heavy Nasdaq Composite gained 0.63%, also touching a record high. These fresh records, according to Capital Economics chief North America economist Paul Ashworth, indicate “increasingly concrete signs of an AI-related boom in tech investment.”

However, the market is increasingly concentrated. The “Magnificent Seven” mega-cap tech firms now represent approximately 34% of the S&P 500’s market value, a historic level of dominance that amplifies concentration risk. For context, the largest 10 companies accounted for 23% of the index’s market value during the dot-com era.

Against this backdrop, Goldman Sachs is cautiously optimistic about the trajectory of the tech sector. In an August 8 podcast, Peter Callahan, Goldman’s US Technology, Media & Telecommunications sector specialist, noted that strong earnings have pushed the US tech giants to new record highs and suggested that there may still be momentum left in those trends.

That said, this post highlights several Goldman Sachs–endorsed technology stocks that could offer a substantial upside.

Our Methodology

To identify the Goldman Sachs Tech Stocks: Top 10 Stocks to Buy Now, we analyzed Goldman Sachs Group Inc.’s Q2 2025 13F portfolio filings. From the holdings, we focused exclusively on technology companies and shortlisted the largest positions by equity stake. To provide additional context, we also considered hedge fund sentiment, examining how popular these stocks were among other leading hedge funds in Q2 2025, using data from Insider Monkey’s database. The final list is presented in ascending order of Goldman Sachs’ equity stake size in each stock.

Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here).

Goldman Sachs Tech Stocks: Top 10 Stocks to Buy Now

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

Goldman Sachs Equity Stake: $1,645,197,749

Number of Hedge Fund Holders: 94

Micron Technology, Inc. (NASDAQ:MU) is one of the top tech stocks to buy now according to Goldman Sachs. On August 25, Cantor Fitzgerald maintained its “Overweight” rating and a price target of $155 for Micron. The decision was based on Micron’s strong position in the High Bandwidth Memory (HBM) market.

The firm believes Micron will maintain its competitive position in the HBM market due to its “performance/watt advantage” and “stable supply,” which ensures continued demand for its HBM products. They expect Micron to hold its ground even as Samsung gains HBM market share, primarily at the expense of Hynix rather than Micron.

The firm noted that Samsung faces significant technological hurdles in HBM production, including thermal/power issues, as well as poor yields. These challenges are expected to limit Samsung’s ability to overtake Micron’s market position. Cantor Fitzgerald emphasized that the HBM market will become more challenging as technology advances, particularly with the transition to HBM4E, which requires “customized logic base dies” and higher stacks. These complexities are seen as additional barriers for competitors and reinforce Micron’s strong position.

Micron Technology, Inc. (NASDAQ:MU) is a semiconductor manufacturer. It produces memory and storage solutions, including DRAM, NOR, and NAND flash products. These products are essential components for smartphones, personal computers, data centers, automotive systems, and industrial applications.

9. Accenture PLC (NYSE:ACN)

Goldman Sachs Equity Stake: $1,924,054,314

Number of Hedge Fund Holders: 65

Accenture PLC (NYSE:ACN) is one of the top tech stocks to buy now according to Goldman Sachs. On August 27, the company publicized its decision to acquire NeuraFlash, a consulting company specializing in Salesforce and generative AI (gen AI) solutions. However, completion is subject to customary closing conditions, including regulatory approval and required antitrust clearances. Accenture stated that the acquisition will “further enhance” its capabilities in Salesforce, gen AI, and managed services. The other goal is for the company to expand its reach into the global mid-market.

If the acquisition closes, Accenture will gain approximately 510 experienced professionals. These professionals are primarily located in North America, with additional teams in Colombia and India. The deal is expected to help clients deploy and scale intelligent solutions faster by combining Accenture’s technology and industry knowledge with NeuraFlash’s expertise.

NeuraFlash is only one of Accenture’s several recent acquisitions. Others include CyberCX (cybersecurity), The Highlands Consulting Group (management consulting), and Superdigital (influencer agency).

Accenture PLC (NYSE:ACN) is a global professional services company that provides strategy, consulting, digital transformation, and technology operations to clients across more than 120 countries. Its technology segment delivers services in cloud migration, software engineering, data analytics, cybersecurity, and AI integration.

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The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
  • And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!


No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!