This Goldman Sachs morning note covers equity initiations for INIO and LFTO, a Sell rating reiteration for PYPL, and macro insights regarding expected revisions to core PCE inflation.
Key Takeaways
- 1.Initiated coverage on INIO and LFTO with Buy ratings.
- 2.Reiterated Sell rating on PYPL citing limited upside from segment reporting structure.
- 3.Macro outlook highlights methodological changes likely to lower measured core PCE inflation.
Table of Contents
- Quick Hits
- Today's Featured Research
- Rating & Conviction List Changes
- Other Notable Research
- Webinars, Podcasts & Conferences
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Authors
Christopher Sanossian
Securities
INIOLFTOPYPLOLLINVS
Themes
AI-driven ad techData center power demand
Regions
GlobalUnited StatesChina