Goldman adds MS to, removes Broadcom from August Conviction List

1. 1Goldman Sachs reshuffled its August US Conviction List, adding six stocks and removing four.
2. 2The additions are Microsoft, Applied Materials, Delta Air Lines, O'Reilly Automotive, Viking Holdings, and UPS, while the removals are Broadcom, DICK'S Sporting Goods, Johnson & Johnson, and ServiceNow.
3. 3Goldman presented these as 'stocks for a broadening market,' and highlighted Microsoft's early-stage transition to enterprise AI adoption.

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