Amazon jumps as AI, retail strength power revenue growth
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- Wall St indexes fall to two-week lows as rising bond yields, disappointing Walmart results drag
- Walmart shares fall despite earnings beat
- Alibaba stock dips as Q2 profit misses estimates despite strong AI cloud growth
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- Moderna stock pulls back after massive one-day rally: analysts weigh in
- Marvell issues Google warrant tied to custom chip deal
- FOMC minutes from July 28-29th meeting
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- Deutsche Bank calls Treasury buyback doubling similar to ’operation twist’
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
