Goldman's favorite stocks for the second half—including 3 additions to its conviction list

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Goldman Sachs Group Inc News

Quanterix Corp,Monday.Com Ltd,Monday.Com Ltd

The firm added some new names as the second half of the year kicks into gear.

Goldman Sachs welcomed three new stocks into its conviction list as the second half of the trading year commences. Fox Corp. , Global-E Online and Snowflake have been added to the list, while Monday.com and Quanterix were removed. The list is a curated group of stocks that the firm's research analysts believe are the "most differentiated fundamental Buy ideas" within the U.S. stock market.

Financial technology stock Global-E is exposed to some of the fastest growing areas of e-commerce like cross-border and direct-to-consumer. The Israel-based firm should also see growth accelerating in the second half of this year and during 2025, Goldman said. Global-E shares have bucked the broader market's uptrend this year with a slide of almost 7%.

 

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