Goldman Sachs Reveals Long-Term AI Portfolio: Here Are The 50 Stocks To Monitor
Portfolio Pulse from Piero Cingari
Goldman Sachs has revealed a list of 50 stocks that are expected to see substantial long-term growth due to the adoption of artificial intelligence (AI). The list includes companies from the Russell 1000 index that are expected to benefit significantly from AI integration. The bank's analysis suggests that the median stock in their basket could see a 72% increase in earnings per share (EPS) following widespread AI adoption, compared to a 19% rise for the median stock in the Russell 1000 index.
August 22, 2023 | 4:02 pm
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POSITIVE IMPACT
Amazon.com Inc. is identified as a 'hyperscaler' in the AI space, which could lead to increased investor interest.
Being identified as a 'hyperscaler' in the AI space by a reputable entity like Goldman Sachs could lead to increased investor interest in Amazon.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Clarivate PLC is expected to benefit from AI adoption in the Industrials sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Clarivate PLC.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Goldman Sachs has identified 50 stocks that are expected to benefit from AI adoption, which could potentially boost the bank's reputation and attract more investors.
As the entity that identified these stocks, Goldman Sachs could see a reputation boost if these predictions come true. This could attract more investors to the bank.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 100
POSITIVE IMPACT
Hawaiian Electric Industries, Inc. is expected to benefit from AI adoption in the Utilities sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Hawaiian Electric Industries.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
H&R Block, Inc. is expected to benefit from AI adoption in the Consumer Discretionary sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in H&R Block.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
International Paper Company is expected to benefit from AI adoption in the Materials sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in International Paper Company.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Jones Lang LaSalle Incorporated is expected to benefit from AI adoption in the Real Estate sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Jones Lang LaSalle.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Kemper Corp is expected to benefit from AI adoption in the Financials sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Kemper Corp.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Meta Platforms Inc. is identified as an 'empowered user' in the AI space, which could lead to increased investor interest.
Being identified as an 'empowered user' in the AI space by a reputable entity like Goldman Sachs could lead to increased investor interest in Meta Platforms.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Microsoft Corporation is identified as a 'hyperscaler' in the AI space, which could lead to increased investor interest.
Being identified as a 'hyperscaler' in the AI space by a reputable entity like Goldman Sachs could lead to increased investor interest in Microsoft.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
NVIDIA Corp. is identified as an 'enabler' in the AI space, which could lead to increased investor interest.
Being identified as an 'enabler' in the AI space by a reputable entity like Goldman Sachs could lead to increased investor interest in NVIDIA.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Pinterest, Inc. is expected to benefit from AI adoption in the Communication Services sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Pinterest.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Tenet Healthcare Corp. is expected to benefit from AI adoption in the Health Care sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Tenet Healthcare.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
POSITIVE IMPACT
Walmart Inc. is expected to benefit from AI adoption in the Consumer Staples Distribution & Retail sector, which could lead to increased investor interest.
Being identified as a company that could benefit from AI adoption in its sector by a reputable entity like Goldman Sachs could lead to increased investor interest in Walmart.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90
NEGATIVE IMPACT
Occidental Petroleum Corp. is expected to see a comparatively lower potential increase due to AI integration in the Energy sector, which could lead to decreased investor interest.
Being identified as a company that could see a lower potential increase due to AI integration in its sector by a reputable entity like Goldman Sachs could lead to decreased investor interest in Occidental Petroleum.
CONFIDENCE 90
IMPORTANCE 80
RELEVANCE 90