US Conviction List Update

Goldman Sachs updated its US Conviction List, adding EL, NXT, and WFC, while reinstating BF.B at Sell and initiating FDXF at Buy. The report also highlights strong AI adoption trends and continued growth in renewable energy capacity.

Key Takeaways

• 1.Additions to the US Conviction List include EL, NXT, and WFC, while BRX and NVT are removed.
• 2.AI adoption by firms rose to 20.6% in the US, with expectations to reach 23.9% in the next 6 months.
• 3.Renewable power generation capacity shows strong growth, with NXT and FSLR highlighted as key beneficiaries.

Table of Contents

• US Conviction List
• Industrials
• Consumer
• Energy
• AI Adoption
• US Morning Call
• Quick Hits
• Today's Featured Research
• Rating & Conviction List Changes
• Other Notable Research
• Webinars, Podcasts & Conferences

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