Goldman Sachs
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Expedia CEO: Consumers Prioritize Travel Despite Record High US Gas Prices
Expedia Group (EXPE) CEO Ariane Gorin stated at the Goldman Sachs Communacopia & Tech Conference that consumers are still traveling despite the average gas price reaching a record high of $4.15 per ga
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Airbnb CEO Brian Chesky stated at the Goldman Sachs conference that humanity needs to "ride the AI wave rather than be consumed by it," comparing it to nuclear energy.
Airbnb CEO Brian Chesky, in an interview at the Goldman Sachs Communacopia + Technology Conference, stated that AI is not "inherently good or bad," and its potential lies in human hands. He likened AI
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Cummins' stock price has surged 42% over the past 12 months, driven by robust growth in its AI data center power solutions business. Analysts project an additional 40% upside potential in the next 12 months.
Cummins' stock price has surged 42% over the past 12 months, driven by robust growth in its AI data center power solutions business, which is expected to continue benefiting from the escalating demand
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Yahoo Finance Analysis: US AI Data Center Leadership Overstated, Goldman Sachs Expects 50-60% of Planned Capacity to Be Delayed
Yahoo Finance analysis suggests that analysts may have overestimated the US lead in AI data centers. While the US still leads China in data center power consumption at 45% versus 25%, this advantage i
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JPMorgan: AI Giants' ~$320B Debt This Year Absorbs 68% of New Long-Term U.S. Treasury Borrowing
JPMorgan's Michael Cembalest finds that six AI giants, including Oracle and Microsoft, have issued roughly $320 billion in debt so far in 2026. This figure is equivalent to about 68% of new long-durat
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Goldman Sachs Chief Economist Hatzius warns: Federal Reserve Chairman Warsh's policy strategy could lead to "unhelpful volatility" in the markets.
Goldman Sachs Chief Economist Jan Hatzius stated that Federal Reserve Chairman Kevin Warsh's more opaque approach to policy guidance could be counterproductive. Hatzius believes that while forward gui
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Goldman Sachs Chief Economist Jan Hatzius warns: The AI investment frenzy won't last forever.
Goldman Sachs Chief Economist Jan Hatzius stated at the firm's Communacopia & Tech conference that aggressive spending in artificial intelligence (AI) will not last forever. He believes that even if A
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Apple's stock set to rise after iPhone 18 Pro and foldable iPhone Duo reveal; analysts say company is walking a 'tightrope' on pricing
Apple shares were set to rise on Thursday following the launch of new products, including the iPhone 18 Pro and the foldable iPhone Duo, which were unveiled on Wednesday. Goldman Sachs analysts led by
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Goldman Sachs Analysts: Credit Market Risk Transfer Sees Sharp Expansion, CDS Trading Volume Expected to Grow Significantly
Jeffrey Papai, a fixed income credit trader at Goldman Sachs, noted in his latest report that the scale of risk transfer within credit markets is increasing significantly across multiple product lines
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Goldman Sachs Analysts: Short-term tactical bullish on AI credit basket, but recommend reducing exposure on rallies.
Goldman Sachs fixed income credit trader Jeffrey Papai, in his latest report, holds a short-term tactical bullish stance on the Goldman Sachs AI Credit Basket (GSUCIABK), believing there is an opportu
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Goldman Sachs Report: Apple iPhone 18 Pro Series Price to Increase by Approximately $100 Compared to Previous Generation
Goldman Sachs' research report, published on September 10, simultaneously commented on Apple's iPhone 18 Pro and Pro Max series, anticipating a price increase of approximately $100 compared to the iPh
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Goldman Sachs Analysts: Asian Institutional Investors "Overly Cautious" on AI Trading, Market Sentiment Has Overcorrected
John Flood, a partner in Goldman Sachs' FICC and Equities division, released a report on September 10 after completing a survey of Asian clients. He noted that after the sharp decline in momentum stoc
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Goldman Sachs Meeting Minutes: CHYM Lays Off 10% to Reshape Organization with AI, Block Reports Strong Consumer Spending Resilience
Goldman Sachs Communacopia+ Technology Conference Day 2 Minutes: CHYM disclosed a 10% workforce reduction, with product and engineering teams halved while maintaining output, aiming for a flatter, fas
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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
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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,
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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
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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
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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
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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
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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
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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
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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.
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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,
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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
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Goldman Sachs CEO David Solomon and Morgan Stanley CEO Ted Pick stated at a Hong Kong summit that the AI boom could be a supercycle, driving productivity and lowering costs, and that the current tech stock pullback is merely a "speed bump."
Goldman Sachs CEO David Solomon and Morgan Stanley CEO Ted Pick stated at a Hong Kong summit that the AI boom could be a supercycle, driving productivity and lowering costs, and that the current tech
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Goldman Sachs and Morgan Stanley CEOs to Discuss Markets and AI Trading at Hong Kong Summit
Goldman Sachs and Morgan Stanley CEOs to Discuss Markets and AI Trading at Hong Kong Summit
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Goldman Sachs restricts traders and bankers from using some AI tools
Goldman Sachs restricts traders and bankers from using some AI tools
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Goldman Sachs significantly raises its oil price forecasts for 2026-2027, but lowers its outlook for 2028.
Goldman Sachs significantly raised its oil price forecasts for 2026-2027, increasing its Q4 2026 Brent crude forecast from $95/barrel to $108/barrel, and its WTI crude forecast from $85/barrel to $96/
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Goldman Sachs Raises Oil Price Forecast Due to "Significant" Supply Risks from Middle East Conflict
Goldman Sachs Raises Oil Price Forecast Due to "Significant" Supply Risks from Middle East Conflict
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Goldman Sachs is reportedly in talks with SK Square to acquire T Map Mobility, a leading navigation service in South Korea.
Goldman Sachs is in talks with SK Square to acquire T Map Mobility, the operator of South Korea's leading navigation service T Map, industry sources revealed on Friday. SK Square is the largest shareh
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Hong Kong to host Global Financial Leaders’ Investment Summit next week; Hang Seng Index historically gained 1.6% during summit week
Hong Kong will host its annual Global Financial Leaders’ Investment Summit next week, starting Monday with a welcome dinner, followed by two days of panel discussions. The event is expected to attract
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Goldman Sachs expects the Federal Reserve to hike rates only once more, significantly less than the market's anticipated three hikes, and is bullish on the stock market's upside potential.
Goldman Sachs expects the Federal Reserve to hike rates only once more, significantly fewer than the three hikes currently priced in by the market, suggesting that the current tightening cycle could b
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hedge funds sold off tech stocks at the fastest pace in two years last Thursday
Tony Pasquariello of Goldman Sachs Group stated that as Wall Street experienced its largest sell-off since July, hedge funds sold off tech stocks at the fastest pace in two years last Thursday, severe
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Goldman Sachs data shows that the S&P 500 index, excluding AI stocks, has performed on par with the traditional S&P 500 index year-to-date
Goldman Sachs data shows that the S&P 500 index, excluding AI stocks, has performed on par with the traditional S&P 500 index year-to-date, as investors shift funds towards defensive sectors. Accordin
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Goldman Sachs maintained a Buy rating on CATL, the world's largest power battery manufacturer
Goldman Sachs maintained a Buy rating on CATL, the world's largest power battery manufacturer, projecting its energy storage business unit's gross profit to increase by approximately 1.6 times between
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SK Hynix confirmed on Monday that it will announce shareholder return measures along with its earnings report on Wednesday (October 28)
KB Securities noted in a research report published on October 26 that the P/E ratios of both Samsung Electronics and SK Hynix have fallen to approximately 3x, with foreign ownership dropping to its lo
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Hong Kong to host Global Financial Leaders’ Investment Summit next week, drawing 280 top bankers including executives from Morgan Stanley, Goldman Sachs, and Blackstone
Hong Kong to host Global Financial Leaders’ Investment Summit next week, drawing 280 top bankers including executives from Morgan Stanley, Goldman Sachs, and Blackstone
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Meta's earnings triggered a significant widening of AI credit spreads, with its Credit Default Swaps (CDS) reaching an all-time high
Goldman Sachs credit strategist Amanda Lynam acknowledged in her latest report that the U.S. corporate bond market is undergoing a deep stress test due to the wave of AI capital expenditures. Its inve
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stated that they expect the Federal Reserve to skip the October meeting after its September rate hike
Goldman Sachs' economic research team, in their preview report for the October FOMC meeting, stated that they expect the Federal Reserve to skip the October meeting after its September rate hike, but
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These families are looking to allocate assets to the U.S. market after years of strong market gains
Goldman Sachs is accelerating its hiring of wealth management advisors in Asia to meet the growing and diversified needs of affluent families in the region. These families are looking to allocate asse
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Goldman Sachs strategists cut their 12-month target for the KOSPI by 25%, after multiple previous upgrades, due to growing concerns about the artificial intelligence (AI) trade.
Goldman Sachs strategists cut their 12-month target for the KOSPI by 25%, after multiple previous upgrades, due to growing concerns about the artificial intelligence (AI) trade.
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Goldman Sachs warns that the market may be unprepared for either a December rate hike or no hike from the Federal Reserve
Goldman Sachs warns that the market may be unprepared for either a December rate hike or no hike from the Federal Reserve, potentially triggering a new risk repricing. Cosimo Codacci-Pisanelli, a stra
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Goldman Sachs suggests "selectively" buying the dip in AI assets after record hedge fund selling
Goldman Sachs suggests "selectively" buying the dip in AI assets after record hedge fund selling, but remains cautious on rebound prospects due to ballooning capital expenditures and uncertain returns
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Goldman Sachs Executive: Global Macroeconomy Undergoing "Seismic Shift" from an Era of "Savings Glut" to "Spending Glut"
Rich Privorotsky, Goldman Sachs' Head of European Fixed Income and Equities Trading, stated in an October 22 interview that the global macroeconomy is undergoing "seismic shifts," moving from a "savin
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Goldman Sachs Executive: Tech Stocks Saw "Largest Sell-Off Ever" Last Week, AI Industry May Face 40-50 GW Power Shortage Next Year
Rich Privorotsky, Goldman Sachs' Head of European Fixed Income and Equities Trading, revealed in an October 22 interview that last week saw "the largest ever tech stock sell-off" on Goldman's prime br
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AI Stocks Suffer Major Setback: Goldman Sachs Momentum Basket Wipes Out Year-to-Date Gains, Philadelphia Semiconductor Index Records Worst Performance in Over 20 Years
AI momentum trades are sharply reversing, with Goldman Sachs' trading desk calling the concentrated sell-off in the AI and semiconductor sectors the "worst performance since DeepSeek Shock Day." Goldm
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Goldman Sachs lowers Western Digital's price target to $540 due to concerns over HDD capacity expansion weighing on valuation, favors Seagate
Goldman Sachs issued a research report on October 22, maintaining a "Neutral" rating on Western Digital (WDC) and lowering its 12-month price target from $615 to $540. Although Western Digital's Q3 fi
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Wallstreetcn: Goldman Sachs AI Basket Index has retreated 23% from its June high; high-beta momentum portfolio's year-to-date gains have been wiped out.
Goldman Sachs reports, as cited by Wallstreetcn, that the Goldman Sachs AI Basket Index (GSTMTAIP) has now pulled back 23% from its June peak, a decline comparable to the one seen before its July bott
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