Goldman changes to its US Conviction Buy list: We add Applied Materials (AMAT), Delta Airlines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to the US Conviction List, while removing Broadcom (AVGO), Dick's Sporting Goods (DKS), Johnson & Johnson (JNJ), and ServiceNow (NOW).(zerohedge)