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High Drama and Big Impact: Trump’s Bold Tariff Plans and What to Expect

Expect significant new tariffs on Chinese imports and moderate levies on goods from other nations , as President-elect Donald Trump rolls out his protectionist agenda. However, with his preference for chaotic policymaking and sudden shifts , there’s uncertainty on how soon these import taxes will actually hit. Dubbed “ Tariff Man ,” Trump aims to use tariffs both strategically and tactically . He’s mentioned taxing all Chinese goods up to 60% and potentially setting 10%-20% tariffs on imports globally , but details on these plans remain vague . Key players within Trump’s team are divided: Robert Lighthizer , a staunch tariff advocate, sees permanent duties as crucial to balance US trade , while others, like billionaires John Paulson and Scott Bessent , view tariffs as temporary leverage. Trump’s previous administration had mixed feelings, especially on national security-related trade limits , which he sometimes dismissed, favoring an “open for business” approach. High-profile busin
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Top Stocks to Watch: How AI is Shaping the Future of Big Business

Key Takeaways

  1. AI's Big Winners: Companies like Pinterest, Guidewire Software, and Clarivate Plc are expected to see their earnings skyrocket thanks to AI.
  2. Industry Impact: Communication services, health care, and information technology are among the sectors that will benefit the most from AI adoption.
  3. Future Growth: With AI driving productivity, these companies are positioned for substantial growth in the coming years.

Artificial intelligence (AI) is revolutionizing the business world, and Goldman Sachs analysts have pinpointed the companies set to benefit the most from this tech boom. These stocks are expected to see a significant boost in their earnings due to AI-driven improvements in labor productivity. According to David J. Kostin, chief U.S. equity strategist, these companies could see their returns jump by 5% over the next six months.

Let's dive into the stocks that are set to ride the AI wave and see their earnings soar!

AI Winners Across Various Sectors

Communication Services

  1. Pinterest Inc. (PINS) - AI could boost earnings by 162%.
  2. New York Times Co. (NYT) - Expected to see a 67% increase.
  3. News Corp. (NWSA) - Anticipated earnings jump of 63%.
  4. ZoomInfo Technologies Inc. (ZI) - Could see a 58% boost.

Consumer Discretionary

  1. H&R Block Inc. (HRB) - Earnings might rise by 57%.
  2. Kohl’s Corp. (KSS) - Expected to grow by 49%.
  3. Coupang Inc. (CPNG) - Could see a 49% increase.
  4. CarMax Inc. (KMX) - Anticipated rise of 42%.
  5. Amazon.com Inc. (AMZN) - Earnings could jump by 39%.
  6. Lear Corp. (LEA) - Expected to grow by 30%.

Consumer Staples

  1. Walmart Inc. (WMT) - Earnings might increase by 44%.
  2. Walgreens Boots Alliance Inc. (WBA) - Expected to rise by 38%.
  3. Costco Wholesale Corp. (COST) - Anticipated growth of 31%.

Energy

  1. Occidental Petroleum Corp. (OXY) - Earnings might see a 9% boost.
  2. Williams Companies Inc. (WMB) - Expected to grow by 9%.

Financials

  1. Kemper Corp. (KMPR) - Could see a 42% increase.
  2. Brown & Brown Inc. (BRO) - Expected rise of 40%.
  3. First American Financial Corp. (FAF) - Anticipated growth of 38%.
  4. Willis Towers Watson (WTW) - Earnings might rise by 36%.
  5. Marsh & McLennan Co. (MMC) - Expected to grow by 30%.
  6. Fidelity National Financial Inc. (FNF) - Could see a 30% boost.
  7. Voya Financial Inc. (VOYA) - Expected to rise by 30%.

Health Care

  1. Tenet Healthcare Corp. (THC) - AI could boost earnings by 135%.
  2. DaVita Inc. (DVA) - Expected to see a 105% increase.
  3. Universal Health Services Inc. (UHS) - Anticipated growth of 91%.
  4. IQVIA Holdings Inc. (IQV) - Earnings might rise by 77%.
  5. R1 RCM Inc. (RCM) - Expected to grow by 77%.
  6. Encompass Health Corp. (EHC) - Could see a 68% boost.
  7. Illumina Inc. (ILMN) - Expected to rise by 54%.

Industrials

  1. Clarivate Plc (CLVT) - Earnings might soar by 232%.
  2. Robert Half Inc. (RHI) - Expected to grow by 150%.
  3. Dayforce Inc. (DAY) - Anticipated rise of 125%.
  4. Tetra Tech Inc. (TTEK) - Could see a 122% boost.
  5. Science Applications International Corp. (SAIC) - Expected to grow by 115%.

Information Technology

  1. Guidewire Software Inc. (GWRE) - AI could boost earnings by 388%.
  2. MongoDB Inc. (MDB) - Expected to see a 193% increase.
  3. Nutanix Inc. (NTNX) - Anticipated growth of 177%.
  4. Smartsheet Inc. (SMAR) - Earnings might rise by 171%.
  5. Snowflake Inc. (SNOW) - Expected to grow by 154%.
  6. Twilio Inc. (TWLO) - Could see a 138% boost.
  7. DXC Technology Co. (DXC) - Expected to rise by 95%.
  8. BILL Holdings Inc. (BILL) - Anticipated growth of 93%.
  9. HubSpot Inc. (HUBS) - Earnings might rise by 91%.
  10. Accenture plc (ACN) - Expected to grow by 80%.
  11. Elastic N.V. (ESTC) - Could see a 76% boost.
  12. Cognizant Technology Solutions Corp. (CTSH) - Expected to rise by 76%.

Materials

  1. International Paper Co. (IP) - Earnings might increase by 41%.

Real Estate

  1. Jones Lang LaSalle Inc. (JLL) - Expected to see a 120% boost.

Utilities

  1. Hawaiian Electric Industries Inc. (HE) - Anticipated growth of 26%.
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