The AI boom will power 2 big stock market trades over the next decade, Goldman Sachs says

• The first AI trade has already unfolded in the stock market as investors bid up the "enablers" like Nvidia.
• But there's a second, long-term AI trade to be had in the stock market, according to Goldman Sachs.
• The "AI trade after the trade" is focused on companies that should see a massive labor productivity boost from AI.

There are two trades to be had in the stock market related to the emergence of artificial intelligence technologies, and investors better pay attention, according to a Monday note from Goldman Sachs.