Quick Read NVIDIA's 106% revenue growth and Broadcom's 221% AI revenue surge show the cycle's scale, but both depend on a few hyperscalers choosing to keep spending. SPY trades near highs with a compressed 19x P/E, but Snider warns half of S&P 500 earnings growth runs through one AI capex cycle. Goldman's positioning indicator is at its lowest since March, offering a selloff cushion, but September seasonality and the upcoming CPI report add near-term risk. Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and Microsoft didn't make the cut. Enter your email to see the names that beat MSFT. The report is free. Enter your email and see if any of your stocks made the cut. Goldman Sachs chief U.S.
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