Artificial intelligence took the investing world by storm in 2023, and was behind much of Big Tech's gains for the S & P 500.
The S & P 500 jumped a whopping 24% or so last year, with much of the increase coming from the "Magnificent Seven."
The health-care sector is one example it cited, with AI set to be used across multiple areas such as biopharma, medical devices and services.
Over the long term, it will be integral to drug discovery and clinical trial design processes, Goldman said.
Here are some names in its basket of long-term AI beneficiaries whose earnings per share Goldman said might get a boost from a rise in sales and margins.
Persons:
Goldman Sachs, Goldman, ChatGPT, —, haven't, CNBC's Michael Bloom
Locations:
Big