Goldman Sachs released a report estimating five major investment themes for the USA stock market this year, including first AI, second easing Capital Markets and merger regulations, third re-electrification, fourth de-globalization, and fifth the recovery of American Consumers. The firm also listed its latest preferred USA stocks in the "Directors' Cut" with a "Buy" recommendation:

Stocks

Consumer Sector

Burlington Stores, Inc.(BURL.US)

ConAgra Brands, Inc. (CAG.US)

Norwegian Cruise Line(NCLH.US)※

Philip Morris International Inc (PM.US)

Financial Sector

Brixmor Property Group Inc. (BRX.US)

Citigroup Inc. (C.US)

Evercore Inc. (EVR.US)

Medical Sector

Insmed Incorporated (INSM.US)

Industrial Sector

Air Lease Corporation (AL.US)

Meritage Homes Corporation (MTH.US)

Vulcan Materials Company (VMC.US)

Woodward, Inc. (WWD.US)

Natural Resources

Sempra (SRE.US)

Suncor Energy Inc. (SU.US)

TMT (Technology, Coal, and Communications Sector)

Belden Inc (BDC.US)※

IBM (IBM.US)

Nvidia (NVDA.US)

Pinterest, Inc. (PINS.US)

Snowflake Inc. (SNOW.US)

S&P Global Inc. (SPGI.US)

Teradyne, Inc. (TER.US)

Uber Technologies, Inc. (UBER.US) ※

※: Newly included shares