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Goldman Sachs
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Goldman Sachs has quadrupled its forecast for the humanoid robot market, projecting 6.5 million units and a $138 billion market opportunity by 2035.
Goldman Sachs internet and e-commerce equity analyst Eric Sheridan recently published a research report, significantly raising the forecast for the humanoid robot market. The report indicates that the
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Analysis suggests high US stock valuations pose a risk of correction, but remains reserved about predictions of a 2027 crash.
The Motley Fool analyzed a prediction by a University of Helsinki economist, who forecasts a U.S. recession in 2027, triggering a global financial crisis and a U.S. stock market crash, primarily due t
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Goldman Sachs states that the AI capital expenditure surge is far from over, anticipating supply-demand imbalances to persist until the first half of 2028. Google has raised its full-year capital expenditure guidance to $195 billion-$205 billion.
Eric Sheridan, co-head of TMT research at Goldman Sachs, noted that the AI infrastructure race will lead to sustained high capital expenditures by tech giants, with the AI supply-demand balance not ex
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Goldman Sachs CEO Solomon states that higher levels of economic growth must be consistently driven, given current spending and debt levels.
Goldman Sachs CEO Solomon states that higher levels of economic growth must be consistently driven, given current spending and debt levels.
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Goldman Sachs CEO: At the moment, I don't see a lot of risks in the credit system
Goldman Sachs CEO: At the moment, I don't see a lot of risks in the credit system
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Goldman Sachs CEO David Solomon says US economy is performing well
Goldman Sachs CEO David Solomon says US economy is performing well
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Goldman Sachs CEO David Solomon stated that U.S. consumers remain quite resilient.
Goldman Sachs CEO David Solomon stated that U.S. consumers remain quite resilient.
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Goldman Sachs Executive Shares AI Productization Experience, Emphasizes Financial Industry Cannot Accept "Approximately Correct" AI
Chris Churchman, head of Goldman Sachs' digital platform Marquee and co-chair of the Global Banking & Markets AI Working Group, recently stated in a podcast that once enterprise AI products are launch
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Goldman Sachs Trading Desk: Gold's 10% Rally This Month May Slow, But "Currency Debasement Trade" Is Far From Over
Goldman Sachs derivatives strategist Brian Garrett noted in his latest report that gold's 10% gain this month marks one of its best monthly performances in decades. Market attention to the "currency d
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Goldman Sachs released a research report expressing optimism for Tencent Hunyuan Hy4, maintaining a target price of HK$670, implying a 47.2% upside potential.
Goldman Sachs noted in its August 31 report that Tencent's Hunyuan Hy4 preview version was released earlier than analysts expected, with significant improvements in its coding and Agent capabilities,
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Morgan Stanley raises Exxon Mobil's price target to $177; Goldman Sachs raises Expand Energy and Diamondback Energy's price targets.
Morgan Stanley analyst Devin McDermott reiterated an "Overweight" rating on integrated oil and gas giant Exxon Mobil (XOM) and raised its price target from $168 to $177, citing an upward revision in f
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Goldman Sachs significantly raised its 2027 diesel margin forecasts, increasing its US diesel-to-Brent crude margin expectation from $27/barrel to $63/barrel, and for Europe from $19/barrel to $49/barrel, citing a widening global refining deficit.
Goldman Sachs significantly raised its 2027 diesel margin forecasts, increasing its US diesel-to-Brent crude margin expectation from $27/barrel to $63/barrel, and for Europe from $19/barrel to $49/bar
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Goldman Sachs analysis indicates that gold remains a "niche asset" in Western investors' portfolios, estimating that a 0.01% increase in gold's allocation in US portfolios would lead to a 1.4% rise in gold prices.
Goldman Sachs Group analysis indicates that despite the gold market's large size, its low allocation in Western investors' portfolios makes gold prices highly sensitive to capital inflows. The bank es
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Goldman Sachs expects China's semiconductor capital expenditure to reach $82 billion by 2030, with CXMT (CXMT) potentially meeting 50% of China's DRAM demand by 2028.
Goldman Sachs stated in a report that China's efforts towards semiconductor self-sufficiency are expected to accelerate as AI demand drives investment in advanced chips, memory, and manufacturing capa
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JPMorgan, Goldman Sachs, Citi, and other firms raised NVIDIA ($NVDA) price targets, with Melius setting the highest at $420.
JPMorgan, Goldman Sachs, Citi, and other firms raised NVIDIA ($NVDA) price targets, with Melius setting the highest at $420.
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European spot LNG prices surged to $22.83 per million British thermal units, a new three-year high, amid escalating concerns over supply disruptions in the Strait of Hormuz.
According to Argus Media data, spot LNG prices in Northwest Europe rose to $22.83 per million British thermal units earlier this week, more than double the price a year ago and the highest since Janua
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Economists at Goldman Sachs, Commonwealth Bank and others expect the RBA to hike interest rates as early as September, following hotter-than-expected inflation data
Overheated Australian inflation data has prompted economists at Goldman Sachs Group, Commonwealth Bank, and others to predict that the Reserve Bank of Australia may raise interest rates again as early
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Nvidia Partners with Blackstone, BlackRock, Goldman Sachs, and Others to Launch AI Compute Financing Platforms Aiming for Over $500 Billion in External Capital
Nvidia has teamed up with six major financial firms, including Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR, to create "compute financing platforms." These platforms are designed
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Binance will support the cash dividend distribution for Corning (GLW) and Goldman Sachs (GS) bStocks
Binance will support the cash dividend distribution for Corning (GLW) and Goldman Sachs (GS) bStocks
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Goldman Sachs Analysts: Tech Stocks Under Pressure from Triple Whammy of Credit Markets, Supply Chains, and Policy; Philadelphia Semiconductor Index Forward P/E Compressed from 22x to 15x
Rich Privorotsky, head of the Goldman Sachs One-Delta trading desk, noted that the recent sell-off in tech stocks (such as NVIDIA's seven consecutive trading days of decline) is not the end of the AI
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Goldman Sachs brings forward Bank of Japan (BOJ) rate hike expectations to September, previously January 2027
Goldman Sachs Japan economist Tomohiro Ota noted in an August 25 research report that the Bank of Japan (BOJ) is now expected to raise interest rates by 25 basis points in September, increasing the un
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Abby Joseph Cohen Warns Uneven Consumer Spending Signals US Economic Issues, AI Investing May Not Be Sustainable
Abby Joseph Cohen, a Columbia Business School professor and former partner at Goldman Sachs, stated that recent consumer spending patterns indicate problems with the U.S. economy. Speaking on "Bloombe
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Goldman Sachs, Citi, JPMorgan Face Subpoenas Over AI Hedge Fund: Reports
Goldman Sachs, Citi, JPMorgan Face Subpoenas Over AI Hedge Fund: Reports
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Analysis claims US Treasury Secretary Scott Bessent may be orchestrating a US Treasury short squeeze, aiming to push 10-year yields to 4.3% before the midterm elections.
Fox Business reporter Charlie Gasparino, citing informed Wall Street executives, stated that U.S. Treasury Secretary Scott Bessent is attempting to artificially trigger a massive short squeeze by util
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Goldman Sachs Chief US Economist David Mericle stated that the US economy is not overheating, inflation pressures are manageable, and the labor market is healthy.
Mericle believes the Federal Reserve can raise interest rates without committing to further action, but rising oil prices could complicate the Fed's policy path.
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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
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