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Goldman Sachs Just Added Microsoft to Its Closely Watched ‘Conviction List.’ Broadcom and ServiceNow Were Removed.
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FOMOGRAM Editorial Desk
Aug 4, 2026

EXECUTIVE SUMMARY
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.
Goldman Sachs just handed Microsoft its most coveted endorsement while cutting three other tech giants loose, and the reasoning behind that trade reveals exactly where Wall Street thinks the AI money flows next.
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