3 AI Stocks Goldman Sachs Recommends for the Next Wave of AI Innovation

As the artificial intelligence (AI) landscape rapidly evolves, Goldman Sachs analysts led by Ryan Hammond recently revisited their "four phases of AI" investment strategy to identify the next group of AI stocks poised for significant growth. 

While the AI trade has been volatile in recent months, Goldman notes that the “Phase 2” infrastructure trade seems to be maturing, with future gains likely driven more by earnings growth rather than valuation expansion. That means “Phase 3” AI stocks, which includes companies poised to monetize AI through software and IT services, could lead the next wave after a recent bout of underperformance.