Goldman says these stocks have the most upside, even as markets become choppy

Goldman Sachs and Morgan Stanley analysts recommend stocks like Nvidia, Microsoft, Alphabet, Amazon, Meta Platform, Salesforce, and Apple, while companies like Zoom, Baidu, Campbell, Aramark, Hasbro, Intuit, Visa, GXO Logistics, Upstart, and SoFi receive price target updates or ratings changes from various financial institutions.

Wall Street analysts are optimistic about chipmaker Advanced Micro Devices (AMD) and its potential in the AI market, despite the current focus on Nvidia, with several analysts giving a Buy rating on AMD's stock and expecting solid upside potential.

Chip stocks, including Nvidia, experienced a selloff in the technology sector despite Nvidia's strong performance, leading to concerns that spending on AI hardware may be affecting traditional chip companies like Intel.

The U.S. equity market faced challenges in August 2023, but analysts believe it may be a good time for retail investors to consider high-quality stocks like The Trade Desk and Pinterest, which have strong growth potential in the programmatic advertising and e-commerce sectors, respectively.

Semiconductor stocks, particularly Nvidia, have outperformed the market due to the high demand for chips in AI applications, making Nvidia the better AI stock to buy compared to Intel.

Regional banking stocks are experiencing a challenging year, but Wall Street equity analysts argue that their counterparts on the bond side got it wrong, pointing to rising bank stock prices and better-than-expected earnings reports as evidence that things are better than the bond rating agencies think.