Conviction List in its August update, adding Microsoft and five other names while removing Broadcom and three others. In a note to clients, the firm highlighted what it sees as "Stocks for a broadening market," adding Applied Materials, Delta Air Lines, Microsoft, O'Reilly Automotive, Viking Holdings and United Parcel Service. It removed Broadcom, Dick's Sporting Goods, Johnson & Johnson and ServiceNow. Meanwhile, Goldman believes Applied Materials is well-positioned to gain share at top DRAM makers and leading foundries, given its exposure to deposition and etch tools. Related articlesMicrosoft joins, Broadcom exits Goldman's top-stocks listAstraZeneca slides 7% after report of merger talks with Bristol Myers SquibbThese 4 topics are central to the success of SpaceX valuation: Bernstein