Goldman Sachs adds Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O) and United Parcel Service (UPS.N) to its U.S. Conviction Buy List, and removes Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N) and ServiceNow.

2026-08-03

Goldman Sachs adds Applied Materials (AMAT.O), Delta Air Lines (DAL.N), Microsoft (MSFT.O) and United Parcel Service (UPS.N) to its U.S. Conviction Buy List, and removes Broadcom (AVGO.O), Dick's Sporting Goods (DKS.N), Johnson & Johnson (JNJ.N) and ServiceNow.