The artificial intelligence trade that has powered the stock market to record highs over the past two years may be heading for a painful correction before staging a recovery — and Goldman Sachs thinks investors should prepare for both phases of that cycle. In a note that has rippled across trading desks, Goldman Sachs strategists laid out a scenario in which the technology sector, and AI-linked stocks in particular, could face a meaningful selloff as the gap between massive capital expenditure and actual revenue generation becomes harder for investors to ignore. The firm’s base case, however, suggests that any such pullback would be temporary, with a recovery taking shape by 2026 as AI monetization begins to materialize in earnest. The Spending-to-Revenue Gap That Keeps Strategists Up at Night At the heart of Goldman’s concern is a simple arithmetic problem.…