Faster global financial news!
Goldman Sachs
-
Goldman Sachs Meeting Minutes: Etsy, Booking.com, and other companies disclose AI commercialization progress, applied to improve efficiency and customer service.
Key takeaways from day two of the Goldman Sachs Communacopia+ Technology Conference: Etsy management stated that AI has enabled deeper understanding of inventory and buyers, improving product recommen
-
Goldman Sachs Meeting Minutes: SanDisk Management Expects Long-Term NAND Supply Constraints, AI Inference as Key Demand Driver
Goldman Sachs' Communacopia+ Technology Conference Day 2 minutes indicate that SanDisk management explicitly stated that NAND supply growth is likely to remain constrained for the foreseeable future,
-
Goldman Sachs has turned bullish on the memory chip sector. SK Hynix's U.S. shares surged 7% to a record high of $193.53 on Wednesday, with Micron, SanDisk, and others also strengthening across the board.
Goldman Sachs turned positive on the memory chip sector in its latest research report, stating that "the worst days are behind us," triggering a broad rally in memory stocks on Wednesday. SK Hynix's U
-
Brent crude oil rose 3.4% to break above $101. Goldman Sachs stated that if the US military continues to strike Iranian oil tankers, oil prices could rise to $120.
Brent crude prices rose about 3.4% to $101.25 on Wednesday, breaking above $101 for the first time since July, after U.S. forces destroyed five Iranian oil tankers on Tuesday. Goldman Sachs analysts s
-
CoreWeave CEO: Public Resistance to AI Stems from Rapid Pace of Technological Change, Not Data Centers Themselves
CoreWeave CEO Mike Intrator stated at the Goldman Sachs Communacopia + Technology conference that public resistance to artificial intelligence (AI) stems from the rapid pace of technological change, r
-
CoreWeave CEO stated that the company is striving to meet the demand for NVIDIA chips and has raised its revenue guidance for fiscal year 2026 to between $12.4 billion and $13.2 billion.
CoreWeave CEO Michael Intrator stated at the Goldman Sachs Communacopia & Tech Conference that the company is working daily to meet the demand for NVIDIA chips, with each GPU being sold to multiple cl
-
Goldman Sachs: AI Boom Creates New Tech Wealth, Driving Demand for Financial Advice
Brittany Boals Moeller, head of Goldman Sachs Private Wealth Management, stated that the AI boom is creating wealth at an astonishing pace, leading to a large number of tech founders, executives, rese
-
Goldman Sachs strategist Lee Coppersmith's research report indicates that the core variable for the U.S. stock market's direction in the coming week will be AI catalysts, not inflation data, potentially driving a "right-tail" event.
Coppersmith believes that the launch of OpenAI's flagship new model, Astra, the Goldman Sachs Communacopia+ Technology Conference (where OpenAI will take the stage at 9:30 AM PT on Tuesday), and the c
-
Goldman and Deutsche Bank Turn French Election Into Bond Trade
Wall Street is turning next year’s French election into a trade for investors, whichever way they expect the vote to go.
-
Goldman Sachs raises oil price forecast, citing Strait of Hormuz hostilities, crude prices could reach $120/barrel.
Goldman Sachs analysts have shifted their oil price outlook from a downgrade to an upgrade within three months. The previous downgrade was due to a memorandum of understanding between the US and Iran,
-
Goldman Sachs raised its Brent and WTI crude oil price forecasts by $5 each, expecting Middle East shipping disruptions to persist until 2027; adjusted its December 2026 Brent/WTI prices to $85/$80 per barrel, and its full-year 2027 prices to $80/$75 per barrel.
Goldman Sachs stated in its latest research report published on September 7 that despite raising its assumptions for the duration of shipping disruptions, the upward revision was relatively modest giv
-
Goldman Sachs: Agricultural Price Hikes Are Far From Over, Trade Barriers Are the Real Risk Amplifier; BCOM Agriculture Spot Index Up 24% Year-over-Year
Goldman Sachs analysts noted in a September 7 report that agricultural commodity prices face significantly increased upside risks due to the triple threat of the Strait of Hormuz situation, the Black
-
Goldman Sachs Predicts U.S. Data Center Power Demand to Double by 2027, Nearly Half of Businesses to Use AI Daily
Yahoo Finance analysis indicates that as AI becomes increasingly integrated into daily business operations, the demand for computing infrastructure is growing rapidly. Goldman Sachs Global Investment
-
Goldman Sachs has resumed coverage of InnoLight Technology's A-shares and initiated coverage of its H-shares with a "Buy" rating, anticipating net profits for this year and next to significantly exceed market expectations, driving a substantial increase in its stock price.
Goldman Sachs initiated coverage of InnoLight Technology's A-shares with a "Buy" rating in a research report published on September 7, while also initiating coverage of its H-shares, driving a signifi
-
Goldman Sachs: Chinese internet companies' Q2 earnings declined 13% year-over-year, expected to turn positive to 17% in Q3.
Goldman Sachs' research report indicates that offshore "soft tech" / internet companies' Q2 earnings were slightly below expectations, with the nine major internet companies tracked by Goldman Sachs e
-
Goldman Sachs: China's AI Profit Pool Accelerates Concentration in Semiconductors, Q2 Semiconductor Sector Earnings Surge 150% QoQ to $23 Billion
Goldman Sachs research indicates that China's AI profit pool is increasingly concentrating in hardware, particularly semiconductors. In Q2 2026, the Chinese semiconductor sector's profits surged by ap
-
Goldman Sachs: Chinese listed companies' Q2 earnings surged 24% year-on-year, a five-year high, with H1 net profit up 14%.
Goldman Sachs' latest research report indicates that as the Q2 2026 earnings season concludes, the earnings growth of Chinese listed companies has reached a five-year high. Specifically, net profit in
-
Goldman Sachs Economists: China's Property Policy Overhaul to Cut Land Sales Revenue by 30%
Goldman Sachs Group Inc. economists stated that China's recent overhaul of the way homes are sold is expected to exacerbate already stretched local government finances, fueling a 30% drop in land sale
-
Goldman Sachs strategist Moe is bullish on the South Korean stock market, anticipating an 80% upside due to the underestimated boost from AI for memory chip manufacturers.
Goldman Sachs strategist Moe is bullish on the South Korean stock market, anticipating an 80% upside due to the underestimated boost from AI for memory chip manufacturers.
-
Goldman Sachs Partner Warns: AI Risks Could Lead to Next Generation of Bankers Losing Independent Thinking Skills
Chris Churchman, a Goldman Sachs partner who oversees Marquee, the firm's digital platform for institutional clients, stated that the widespread adoption of AI on Wall Street could lead bankers to ove
-
Goldman Sachs Economist Kevin Daly Predicts Indonesia to Become a Top 5 Economy by 2050, as Global Growth Slows by 2075 and Asia Continues to Rise
Goldman Sachs Economist Kevin Daly Predicts Indonesia to Become a Top 5 Economy by 2050, as Global Growth Slows by 2075 and Asia Continues to Rise
-
Goldman Sachs partner Mark Wilson analyzed: Global bond markets continue to be under pressure, with Japan's 10-year government bond yield hitting a new high since 1996, the UK's 30-year government bond yield touching a 1998 high, and the US stock market's VIX "fear index" falling to a low point during Donald Trump's second term.
In his latest "Weekly Mash" report, Goldman Sachs partner Mark Wilson pointed out a core contradiction in the current market: global bond markets continued to be under pressure during the Labor Day lo
-
Yahoo Finance Analyst Recommends NuScale Power (SMR) as Top Nuclear Stock, Citing Goldman Sachs and Morgan Stanley's Positive Outlook on SMRs
A Yahoo Finance analyst has recommended NuScale Power (NYSE: SMR) as a top nuclear stock, noting that both Goldman Sachs and Morgan Stanley analysts see a resurgence in nuclear energy, particularly dr
-
Goldman Sachs Trading Desk Head: OpenAI's Astra Model "Stands Out" as the "AI Bull Market Has Been Waiting For" Capability Breakthrough; SoftBank Rises Over 10% Overnight, Oracle Up 5.5%
Rich Privorotsky, head of Goldman Sachs' Delta One trading desk, stated in his latest market brief that OpenAI's new generation Astra model "stands out" as the capability breakthrough "the AI bull mar
-
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.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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,
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
- No data
Goldman Sachs
24H Trending
-
1
SK hynix in talks with Intel over potential US memory production agreement
-
2
Fetch.ai (FET) Token Analysis: Project Status and Investment Considerations
-
3
XLM Price Analysis: Stellar Lumens' Positioning, Progress, and Market Outlook
-
4
Bybit to adjust risk limits and leverage for selected perpetual contracts including 1000XECUSDT and BLASTUSDT, effective Sep 18, 2026
-
5
Zhipu AI's CoWork business in China is progressing rapidly, with industry orders exceeding 1 billion yuan within one month of GLM-5.3's release.
-
6
Anthropic, after calling for an AI slowdown, has signed its first data center lease in Australia, planning a total capacity of 2.16 GW.
-
7
MCG Coin Analysis: The Current Status and Prospects of MetalCore, Microcap Gem, and MicroChains Gov Token
-
8
Nikkei: Japan's MUFG Bank to Introduce Guidelines for Financing Defense Industry
-
9
Turkish Stocks Fall More Than 5% Amid Deepening Fund Redemption Woes
-
10
Markets are cautiously optimistic ahead of the Federal Reserve's decision, with U.S. Treasuries slightly stronger, crude oil gains narrowing, and equity index futures holding steady.
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
