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- S&P 500 falls as AI worries hit software makers
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- Qualcomm stock surges 9.5% on Amazon AI deal & 25M share warrant
- Energy stocks rise premarket as oil prices climb on Middle East supply fears
- Novartis shares plunge 10% as failed drug trial clouds growth outlook
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7 Themes to watch in 2024
February 4, 2024 2:00 PM ESTGoldman Sachs recently released its January update, presenting the "Top Themes" that their analysts believe investors should watch in 2024. Alongside this, the equity research firm made notable changes to its Conviction List, adding Parker Hannifan (NYSE: PH) and Textron (NYSE: TXT) while removing Bath & Body Works (NYSE: BBWI), Boeing (NYSE: BA), Shift4 Payments (NYSE: FOUR), and AIG (NYSE: AIG).
The Conviction List is Goldman Sachs' strategic approach to identifying... More
