Which stocks did Goldman Sachs recommend?

Goldman Sachs recommended three stocks, including Applied Materials (AMAT), but did not disclose the other two in the original report.

Why is the AI capex supercycle important for investors?

It represents a massive investment opportunity in technology, potentially benefiting companies that provide necessary equipment and infrastructure.

Does Waraqati recommend buying these stocks?

No, Waraqati does not provide buy or sell recommendations. The content is analytical and presents analysts' views only.

Goldman Sachs: 3 Stocks to Benefit from $757B AI Capex Supercycle

Goldman Sachs has identified three stocks expected to benefit most from the $757 billion AI capex supercycle. The stocks include Applied Materials (AMAT), offering investors distinct ways to participate in one of the largest tech investment cycles of the decade.

June 26, 2026

1 min read

Source: Barchart

Key Numbers

ai capex

757B

Goldman Sachs (GS) predicts that three stocks will benefit significantly from the $757 billion AI capital expenditure supercycle, according to a report from Barchart.

The Selected Stocks

The three stocks identified by analysts are:

Applied Materials (AMAT) – a semiconductor equipment company.
Two other stocks not named in the original report.

Analyst Rationale

Goldman Sachs believes these stocks offer investors three distinct ways to participate in one of the largest technology investment cycles of the decade. The AI capex supercycle requires massive infrastructure in chips, equipment, and data centers.

Context

The forecast comes amid significant volatility in tech stocks, especially those tied to AI. However, the capex cycle is seen as a long-term growth driver.

What We Conclude

This recommendation provides a neutral view for investors seeking exposure to AI through fundamentally strong stocks, without offering a buy or sell recommendation.

Frequently Asked Questions

It is a period of massive investment in AI infrastructure, such as data centers and chips, estimated at $757 billion.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.