Early Morning Research Recap

Goldman Sachs' daily recap highlights rating upgrades for OXY and Flughafen Zurich, alongside optimistic outlooks for Nvidia's CapEx and Alphabet's AI initiatives.

Key Takeaways

• 1.Nvidia (NVDA) shows strong guidance and capital allocation, with CapEx sustainability expected to drive future outperformance.
• 2.Ratings activity includes an upgrade for Occidental Petroleum (OXY) to Neutral and Flughafen Zurich (FHZN.S) to Buy.
• 3.Alphabet (GOOGL) is positioned for an AI-driven future following events highlighting its 'agentic' technology capabilities.

Table of Contents

• Macro/Global
• Americas
• Europe
• Asia
• The Macro Round-Up
• ECONOMICS
• STRATEGY
• COMMODITIES
• Rating and Conviction List Changes
• Links to Rating and Conviction List Changes
• Notable Stock Research to Consider
• Target Price Changes (10% or greater)
• Webinars, Podcasts & Conferences
• Disclosure Appendix

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