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Goldman Sachs
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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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Several Wall Street banks have raised their forecasts for US August Core PCE, with Goldman Sachs, Bank of America, and others expecting it to reach 0.26% or higher.
Wall Street economists have raised their forecasts for the US August Core PCE after the latest CPI data release. Currently, predictions are generally above 0.20%, with Goldman Sachs expecting 0.26%, B
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Goldman Sachs joins Wall Street consensus, expects the Federal Reserve to hike rates by 25 basis points at its September 16 meeting.
Goldman Sachs' Chief US Economist, David Mericle, stated in a September 11 research report that the firm has incorporated a 25 basis point rate hike by the Federal Reserve in September into its baseli
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Fang Fenglei, Chairman of Hopu Investments: Played a significant role in China's capital market over the past three decades.
Over the past three decades, investor Fang Fenglei has profoundly influenced the development of China's capital market. His contributions include co-founding CICC, China's first joint-venture investme
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Goldman Sachs, Bank of America, and other Wall Street banks are vying for the wealth management business of AI company Anthropic's employees, as its IPO is expected to exceed $86.2 billion, potentially generating hundreds of millions in employee wealth.
Goldman Sachs, Bank of America, and other Wall Street banks are vying for the wealth management business of AI company Anthropic's employees, as its IPO is expected to exceed $86.2 billion, potentiall
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Nick Timiraos quotes Goldman Sachs: The firm is reluctant to change its call, seeing no strong economic case for a rate hike and a less clear-cut Fed decision than market pricing implies.
Goldman Sachs believes some FOMC participants may agree there is no strong economic case for raising the funds rate. However, most FOMC participants are likely concerned about the potential market rea
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Goldman Sachs Deepens AI Push, Opens New Engineering Office in Bellevue for AI and Cloud Talent
Goldman Sachs Deepens AI Push, Opens New Engineering Office in Bellevue for AI and Cloud Talent. The new office, reported by Reuters on September 8, will house over 125 employees focused on AI and clo
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Goldman Sachs Appoints Farshid Asl and Matt Weir as Co-Heads of Investment Strategy Group
Goldman Sachs has appointed Farshid Asl and Matt Weir as co-heads of the Investment Strategy Group (ISG), succeeding Sharmin Mossavar-Rahmani, who is retiring. The ISG serves as the chief investment o
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Former Goldman Sachs Head of Commodities, Jeff Currie, warns: Brent crude breaking above $107/barrel and diesel crack spreads surging to $110/barrel indicate that fuel shortages are triggering structural inflation.
Jeff Currie, former head of commodities at Goldman Sachs and now head of Real Macro, told CNBC on Thursday that the market is underestimating an inflation cycle driven by a long-term supply shortage o
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Elon Musk forwarded a tweet from SpaceX, announcing that SpaceX CFO Bret W.J. is speaking live at the Goldman Sachs Communacopia and Technology Conference.
Elon Musk forwarded a tweet from SpaceX, announcing that SpaceX CFO Bret W.J. is speaking live at the Goldman Sachs Communacopia and Technology Conference.
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Bank of America warns of a potential $163 billion forced selling risk in stocks, citing an 18-to-1 imbalance in systematic funds' capacity
The bank estimates that commodity trading advisers (CTAs) and volatility-control strategies retain only about $9 billion of buying capacity if stocks rise, but could generate up to $163 billion in for
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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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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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Wallstreetcn: US stocks saw a peculiar divergence on Thursday, with the S&P 500 falling 1.5% while two-thirds of its constituent stocks rose; Goldman Sachs' hedge fund indicator experienced its largest single-day drop since 2011.
Goldman Sachs traders Matthew Kaplan reported, as cited by Wall Street News, that Thursday's divergence between market breadth and index performance in U.S. equities was the largest since the 1990s. T
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Global hedge funds experienced their most widespread single-day losses since the pandemic during Thursday's stock market sell-off, according to Goldman Sachs data.
Global hedge funds experienced their most widespread single-day losses since the pandemic during Thursday's stock market sell-off, according to Goldman Sachs data.
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AI compute provider CoreWeave's funding gap sparks Wall Street debate: Bernstein estimates $76 billion, Goldman Sachs only $23 billion.
Bernstein analysts on Thursday (October 22) issued a report lowering their price target for AI hashrate leasing firm CoreWeave from $74 to $51, and estimating the company's net financing gap at a stag
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Goldman Sachs' FICC team released a report recommending long JPY positions to hedge against a sharp drop in AI valuations and the French bond market crisis, stating that the JPY is undervalued by approximately 40% against the USD.
Goldman Sachs' FICC team stated in their latest report that disappointing earnings from AI giants, France's 10-year government bond yield breaking above 5%, and the widest ever France-Germany spread s
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Goldman Sachs: AI Could Temporarily Displace 9% of Workers, Warns Layoffs May Accelerate During Downturns
Goldman Sachs estimates that a 15% productivity boost from AI could temporarily displace around 9% of workers during the transition. Historical research indicates that every 1% productivity gain from
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Goldman Sachs
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