Goldman Sachs and Bank of America Highlight Chip and Home Improvement Stock Picks Ahead of Earnings Season

Investors can buy defensive stocks if upcoming threats rattle the market
Goldman Sachs recommends a chip stock ahead of earnings, sees 20% upside
Bank of America highlights 3 home improvement stocks to buy now
Tuesday's biggest analyst calls include Arm, Apple, Nvidia, Starbucks, CVS, and Planet Fitness
CNBC Pro Talks will feature a fund manager revealing undervalued stock picks

cnbc.com

Relevant topic timeline:

8/23/2023

A.I. could boost earnings nearly 20% by replacing human jobs, Goldman says. These are the short- and long-term winners of the boom

Goldman Sachs analysts remain optimistic about the impact of artificial intelligence (A.I.) on the global economy, predicting increased productivity, higher corporate revenues, and boosted earnings for companies in the short and long term, naming Nvidia, Microsoft, and Meta Platforms as some of the key beneficiaries of A.I. advancements.

8/29/2023

CNBC Daily Open: Despite Monday’s bounce, stocks are still wobbly

U.S. stocks begin the final week of August with a positive start, Goldman Sachs sells its personal financial management unit, Microsoft emphasizes the need for human control over artificial intelligence, Google plans to license solar and environment data, Nvidia is hailed as the world's most valuable chipmaker, and analysts offer mixed views on the strength of the U.S. consumer and the future of the retail sector.

9/26/2023

Chip Stocks Poised to Benefit from AI Boom: Buy Nvidia and Monolithic Power Systems, Analysts Say

The rise of artificial intelligence is creating attractive investment opportunities in chip stocks, according to Truist Securities.