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http://www.streetinsider.com/Analyst+Comments/Goldman+Monthly+Update+to+US+Director%27s+Cut+List/26852724.html <p>Goldman Monthly Update to US Director's Cut List.</p><p>The analyst comments "We add Applied Materials (AMAT), Delta Airlines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to the US Conviction List, while removing Broadcom (AVGO), Dick's Sporting Goods (DKS), Johnson & Johnson (JNJ), and ServiceNow (NOW). We have a brief summary of these adds below, and include a more detailed write-up within, along with market commentary, a review of list performance and earnings catalysts."</p> http://www.streetinsider.com/Analyst+Comments/Goldman+Monthly+Update+to+US+Director%27s+Cut+List/26852724.html Mon, 03 Aug 2026 05:42:14 -0400 AMAT AVGO DAL DKS JNJ MSFT NOW ORLY UPS VIK http://www.streetinsider.com/Analyst+Comments/Goldman+Monthly+Update+to+US+Director%27s+Cut+List/26852724.html <p>Goldman Monthly Update to US Director's Cut List.</p><p>The analyst comments "We add Applied Materials (AMAT), Delta Airlines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to the US Conviction List, while removing Broadcom (AVGO), Dick's Sporting Goods (DKS), Johnson & Johnson (JNJ), and ServiceNow (NOW). We have a brief summary of these adds below, and include a more detailed write-up within, along with market commentary, a review of list performance and earnings catalysts."</p> http://www.streetinsider.com/Analyst+Comments/Goldman+Monthly+Update+to+US+Director%27s+Cut+List/26852724.html Mon, 03 Aug 2026 05:42:14 -0400 AMAT AVGO DAL DKS JNJ MSFT NOW ORLY UPS VIK http://www.streetinsider.com/Analyst+Comments/Goldman+Monthly+Update+to+US+Director%27s+Cut+List/26852724.html <p>Goldman Monthly Update to US Director's Cut List.</p><p>The analyst comments "We add Applied Materials (AMAT), Delta Airlines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to the US Conviction List, while removing Broadcom (AVGO), Dick's Sporting Goods (DKS), Johnson & Johnson (JNJ), and ServiceNow (NOW). We have a brief summary of these adds below, and include a more detailed write-up within, along with market commentary, a review of list performance and earnings catalysts."</p> http://www.streetinsider.com/Analyst+Comments/Goldman+Monthly+Update+to+US+Director%27s+Cut+List/26852724.html Mon, 03 Aug 2026 05:42:14 -0400 AMAT AVGO DAL DKS JNJ MSFT NOW ORLY UPS VIK