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Goldman Sachs
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Goldman Sachs: The more than 15-year monopoly of mega-cap tech stocks in the US equity market is breaking down, and market concentration has reached an inflection point
In his latest report, Peter Oppenheimer, Chief Global Equity Strategist at Goldman Sachs, pointed out that global equity markets are undergoing a healthy normalization process, with market returns syn
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Goldman Sachs significantly raised its revenue forecast for China's large language models: ARR is expected to increase from $10 billion to $13 billion by the end of 2026, and reach $125 billion by 2030.
In his latest research report on August 3rd, Ronald Keung, an analyst with the Goldman Sachs Asia Pacific Internet team, pointed out that the revenue realization speed of Chinese large model manufactu
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Goldman Sachs reiterated "buy" ratings for Samsung Electronics and SK Hynix, predicting HBM average selling prices could double by 2027, with long-term agreement terms more favorable to suppliers.
In a research report published on August 4, Goldman Sachs pointed out that despite the recent significant correction in the stock prices of Samsung Electronics and SK Hynix, their valuations have fall
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Goldman Sachs-backed biotech firm Attovia raises $289 million in US IPO
Attovia Therapeutics Inc. is an early-stage drug developer focused on immune system disorders. Its initial public offering (IPO) priced at the top of its marketed range.
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Goldman Sachs Sees 90% Upside for Korean Stocks, Raising Kospi Target to 12,000 on Strong AI-Driven Earnings
Goldman Sachs Chief Asia-Pacific Equity Strategist Tim Moe raised the firm's Kospi target to 12,000, implying roughly 90% upside, stating their "conviction level in the stronger for longer cycle is re
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Goldman Sachs Strategist Warns of 'Hidden Credit Stress,' Citing Growing Maturity Risks for Software Borrowers
Goldman Sachs' chief credit strategist Amanda Lynam stated that current credit-market pressure stems from dispersion rather than widespread disruption. She highlighted growing maturity risks for softw
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Goldman Sachs' Timothy Moe Warns Japan Equities Risk Tactical Correction, But Maintains Bullish View on Structural Fundamentals
Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe discussed Japan's macroeconomic environment following recent currency market intervention. He warned that Japanese stocks risk a tactica
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Goldman Sachs: China's Commodity Footprint Cushions Global Energy Shocks and Stabilizes Gold Prices, But Amplifies Volatility in Critical Metals
In a report published on Monday, Goldman Sachs commodities analysts Daan Struyven and Lia Thomas stated that China acts as a de facto “volatility arbiter” for global commodity markets. They noted that
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Investment banks such as Goldman Sachs and Citi are deploying "crash options" to transfer tail risk, with annualized returns reaching up to 20%.
As the global leveraged ETF market approaches $250 billion in assets, major banks providing swaps and leverage support are increasingly relying on a special type of over-the-counter derivative—"crash
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Goldman Sachs Strategist: Top 5 US Tech Stocks' P/E Ratios Marginally Above S&P 500 Average, Signaling Investor Rethink
Goldman Sachs strategist Peter Oppenheimer noted that the price-to-earnings (P/E) ratios of the five largest US stocks (Nvidia, Apple, Alphabet, Microsoft, and Amazon) are now only marginally above th
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Goldman Sachs raises 2026 global AI investment forecast to over $1 trillion, stating that the previously widely cited $800 billion figure underestimated non-US and private investments
Goldman Sachs economists Joseph Briggs and Sarah Dong stated in a report published on August 2 that the widely cited figure of approximately $794 billion in capital expenditures by hyperscale cloud se
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Goldman Sachs Analysis: S&P 500 Q2 EPS Up 45% YoY, But Nearly Half From Non-Core Investment Gains of Google, Amazon, etc.
Goldman Sachs' breakdown reveals that while S&P 500 companies' Q2 EPS year-over-year growth reached 45%, significantly exceeding market expectations, approximately 19 percentage points of this came fr
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Goldman Sachs adjusted its US Conviction List, adding six stocks including Microsoft and United Parcel Service, and removing four stocks including Broadcom and Johnson & Johnson.
Goldman Sachs added Applied Materials (AMAT), Delta Air Lines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and United Parcel Service (UPS) to its US Conviction List. Mea
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Goldman Sachs warns Russian factor is causing tight diesel supply
Samantha Dart, co-head of global commodities research at Goldman Sachs, said that disruptions to Russian fuel exports are leading to tight diesel supplies, raising concerns about global refining capac
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Goldman Sachs: AI Giants’ Capital Expenditures Are “Astounding,” but the Returns Are Equally Impressive; Amazon’s Annualized AI Revenue Has Exceeded $25 Billion, with Triple-Digit Year-Over-Year Growth
Goldman Sachs In his latest weekly report, analyst Mark Wilson noted that hyperscale cloud computing companies are demonstrating staggering levels of capital expenditures and returns. Goldman Sachs fo
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Goldman Sachs: The world is entering “the largest cycle of capital demand in human history”; factors such as AI and reindustrialization are driving capital costs higher, and the Federal Reserve is merely a “passenger”
Goldman Sachs Mark Wilson, Head of European Hedge Fund Operations, noted in his latest weekly report that the global economy is moving beyond the era of “excess savings” and entering “the most capital
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Goldman Sachs: After hedge funds experienced their largest deleveraging wave in more than three years, trading desks recorded their largest net purchases since November 2020
Goldman Sachs A report from the Delta One trading desk shows that hedge funds experienced their largest concentrated deleveraging in more than three years last week, with the global deleveraging being
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Goldman Sachs' covered-call ETF (GPIQ) fell 6.1% in July, underperforming Apple's 15.23% surge due to its options strategy
Despite Apple (AAPL), its largest single holding, soaring 15.23% in July on strong earnings, the Goldman Sachs Nasdaq-100 Core Premium Income ETF (GPIQ) declined by 6.1% during the same period. This u
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Goldman Sachs Expects S&P 500 Volatility to Rise Ahead of US Midterm Elections, Citing Historical Median 0% Returns Pre-Election and 6% Post-Election
Goldman Sachs strategists expect S&P 500 volatility to increase in the coming months as the US midterm elections, now three months away, become a more influential driver of market sentiment. They note
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Goldman Sachs Its subsidiary, Marcus, offers today’s highest CD rates, with an annualized yield of 4.10% on a 9-month CD.
As of August 2, 2026, the annualized yield (APY) on the 9-month certificate of deposit (CD) offered by Marcus, a subsidiary of Goldman Sachs (Goldman Sachs), reached 4.10%, marking the highest interes
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Goldman Sachs Analysis: Crowded Trades in U.S. Stocks Took a Heavy Hit in July; Calm Indexes Mask Underlying Volatility; The Bull Market Continues, but the Outlook Is More Challenging
Goldman Sachs Tony Pasquariello, head of hedge fund strategy, noted in his latest market commentary that while U.S. stock indices appeared calm in July (with the S&P 500 trading within a range of just
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Goldman Sachs Cuts Apple Price Target to $360 on Softer Outlook
Goldman Sachs has lowered its price target for Apple (AAPL) to $360 from $370, while maintaining a Buy rating. The firm cited weaker-than-expected Q4 guidance on revenue growth and margins as the reas
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Goldman Sachs Trader: U.S. stocks lack the momentum for a meaningful breakout
Goldman Sachs Traders say the U.S. stock market lacks the momentum needed to make a meaningful breakout. Over the past two months, investors have been unable to find clear signals to break the deadloc
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Goldman Sachs Warning: The market remains in the “ruins of post-deleveraging”; it is recommended to proactively establish protective positions.
Goldman Sachs On July 29, a top trading team warned that although the deleveraging process is nearing its end, market risks have not yet been fully resolved, and multiple key events will continue to s
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Goldman Sachs Partner Bobby Molavi: AI regulatory disputes, oil prices breaking $100, US Treasury yields surpassing 5%, and Federal Reserve rate hike expectations are disrupting markets.
Goldman Sachs partner Bobby Molavi noted in his latest market commentary that while the S&P 500 index shows limited surface volatility, the market is undergoing a dramatic revaluation internally. He b
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Citigroup and Goldman Sachs expect the Federal Reserve to implement a "dovish rate hike," with Kevin Warsh's press conference becoming the market's biggest suspense.
Wall Street is holding its breath for the Federal Reserve's interest rate decision on Wednesday. Citi and Goldman Sachs are in rare agreement on their core assessment, expecting an almost certain rate
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Goldman Sachs and Nomura share a consensus view: energy, not AI, is the key driver of the market, with oil prices determining the direction of US Treasuries.
Goldman Sachs analyst Rich Privorotsky and Nomura strategist Charlie McElligott both point out that oil prices, not the AI narrative, are the dominant factor in the current market. They believe that o
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Solana lender Kamino taps Yieldstreet co-founder Michael Weisz as CEO for Wall Street expansion into tokenized assets
Kamino, one of Solana's largest lending protocols with $1.4 billion in assets, appointed Michael Weisz, co-founder of alternative investment platform Yieldstreet (now Willow Wealth), as its new CEO. W
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Goldman Sachs Alternatives closes $11.7 billion private equity fund
Goldman Sachs Alternatives announced on Tuesday it has completed fundraising for its latest private equity funds and related vehicles, totaling $11.7 billion. The sum includes $9.6 billion for its fla
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Goldman Sachs analysts reiterated a "Buy" rating on Meta, projecting its AI product Muse could generate $2.4 billion in annual revenue.
Goldman Sachs analyst Eric Sheridan reiterated a "Buy" rating on Meta Platforms (NASDAQ: META) on September 14, with a price target of $725, implying a potential upside of approximately 12%. Goldman S
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Chewy Eyes Pet Health, AI, and Clinics to Drive Next Growth Phase, Targets High-Single to Low-Double-Digit Revenue Growth
CEO Sumit Singh stated at a Goldman Sachs conference that the company is prioritizing U.S. health services, customer spending expansion, and artificial intelligence capabilities. Chewy aims for long-t
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Goldman Sachs: Chinese firms' export market share projected to reach 31% by 2035 from 18% this year
A Goldman Sachs report released on Monday forecasts that the global expansion of Chinese companies will deepen, with their average market share in export markets rising to 31% by 2035 from 18% this ye
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Goldman Sachs warns of structural test for AI trading: Momentum factor shows largest divergence in 5 years, AI sector down nearly 45% from its peak.
Goldman Sachs strategist Guillaume Soria noted in a client report on September 15 that the 3-month momentum index rose by 5% that day, while the 12-month momentum index fell by 6.7%, marking the large
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Goldman, Templeton, Fidelity Said to Plan Buying Into India's NSE IPO
Goldman Sachs Asset Management, Franklin Templeton, and Fidelity International Ltd. are among the global first set to participate as anchor investors in National Stock Exchange of India Ltd.’s initial
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Goldman Sachs' head of hedge fund sales, Pasquariello: Zero-day options suppress US stock volatility, S&P 500 sets longest low volatility record since the pandemic; remains bullish on tech and energy.
Tony Pasquariello, head of hedge fund sales at Goldman Sachs, noted in his latest market macro report that zero-day options (0-DTE) are locking the S&P 500's intraday volatility into an unusually narr
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Bank of America CEO Brian Moynihan stated that Q3 trading revenue is expected to be flat and investment banking revenue will fall short of expectations, causing the bank's stock price to plummet nearly 6% during intraday trading.
Bank of America CEO Brian Moynihan said on Monday that third-quarter trading revenue would be "relatively flat" compared to the same period last year, and that investment banking fees are expected to
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Goldman Sachs analysts warn of potential stock market trough if Fed hikes rates this week, citing historical precedent
Goldman Sachs analysts led by Ben Snider wrote over the weekend that if the Federal Reserve issues its first rate hike in three years this week, the equity market could face a tough period. Historical
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The U.S. 10-year government bond yield rose to 4.97% on Monday, and Goldman Sachs expects the Federal Reserve to raise interest rates this week.
The U.S. 10-year Treasury yield rose to 4.97% on Monday, just 3 basis points shy of the 5% threshold, while the 30-year Treasury yield hovered at 5.35%. Brent crude prices climbed to $107 per barrel,
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Iron Mountain CFO expects long-term growth portfolio expansion over 20%, driven by data centers and digital solutions
Iron Mountain CFO Barry Hytinen stated at Goldman Sachs' 2026 Communacopia + Technology Conference that the company's growth portfolio, including data centers, asset lifecycle management (ALM), and di
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Goldman Sachs significantly revised up its 2027/2028 optical module demand forecasts by 39%/36% to 144 million/171 million units, stating that supply chain tightness will be the biggest shipment bottleneck next year.
Goldman Sachs, after visiting 15 Chinese optical communication companies, released a report upgrading its demand forecasts for 800G and above optical modules in 2027 and 2028 by 39% and 36% respective
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Goldman Sachs Data: Hedge Funds Heavily Net Sell Macro Products, Credit and Small-Cap ETF Shorts Surge
While heavily invested in tech stocks, hedge funds also aggressively net-sold macro products (combined positions in indices and ETFs), with the selling volume being the largest since the week of April
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Goldman Sachs Data: Hedge Funds Buy US Tech Stocks at 15-Month High
According to Goldman Sachs prime brokerage data, hedge funds have net bought U.S. TMT stocks at the fastest pace in the past two weeks since June 2025, ranking in the 97th percentile of historical dat
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Goldman Sachs Partner Mark Wilson: U.S. Stocks Face Triple Headwinds, Bullish on AI Infrastructure, Commodities, German Equities, and Large Banks
Goldman Sachs partner Mark Wilson noted that after a strong rally in Q2, the US stock market has entered a sideways trend, currently facing three major headwinds: historical patterns around midterm el
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Goldman Sachs projects 6.5 million humanoid robots shipped globally by 2035
The firm's new Physical AI research report sharply upgrades its previous forecast, now expecting 75,000 units in 2026, 890,000 by 2030 (up from 256,000), and 6.5 million by 2035, representing a $138 b
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Top Wall Street analysts recommend three high-dividend stocks: Energy Transfer (ET), Permian Resources (PR), and Sempra Energy (SRE).
JPMorgan Chase analysts reiterated an Overweight rating on Energy Transfer (ET) and raised the price target from $24 to $25. Goldman Sachs analysts reiterated a Buy rating on Permian Resources (PR) an
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Yahoo Finance analysis: Goldman Sachs projects SpaceX revenue to reach $474 billion by 2030, with AI contributing $322 billion
The analysis notes that SpaceX completed the largest IPO in history in June, opening at $150 per share. The company reported Q2 revenue of $7.8 billion, up 92% year-over-year, with analysts expecting
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Nvidia partners with BlackRock, Blackstone, Goldman Sachs, Apollo and KKR to raise over $500 billion for AI infrastructure financing
Bank of America forecasts AI capital expenditures could exceed $5 trillion between 2026 and 2030, with approximately $1.2 trillion needed in external financing. Nvidia's collaborations aim to create s
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Goldman Sachs' latest research report: Rising interest rates do not equal a US stock market crash; earnings growth is the key to a bull market.
Goldman Sachs' latest research report on September 11 states that rising interest rates are not the end of the US stock bull market; earnings growth is the key driver. The firm believes that despite t
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