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Goldman Sachs Boosts Amazon; Nvidia and MP Materials Shine

11/25/2025

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Summary

Story summary

Goldman Sachs reaffirmed its buy rating on Amazon, citing a strong holiday-season position.
Analysts project U.S. online sales will reach $253.4 billion, up 5.3% from last year.
Nvidia remains a top stock, with Bernstein highlighting growth in the data center market.
MP Materials has drawn attention after U.S. Department of Defense investments and a deal with Apple for rare earth magnets.

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Story summary

Goldman Sachs reaffirmed its buy rating on Amazon, citing a strong holiday-season position.
Analysts project U.S. online sales will reach $253.4 billion, up 5.3% from last year.
Nvidia remains a top stock, with Bernstein highlighting growth in the data center market.
MP Materials has drawn attention after U.S. Department of Defense investments and a deal with Apple for rare earth magnets.