TokenPost topic
Goldman Sachs
123 TokenPost stories are tagged Goldman Sachs. The newest appear first.
Latest Goldman Sachs stories
- Goldman Sees Stock Rebound Setup but Warns of 2027 Inflation Risk
Global manufacturing import-price inflation has reached an annualized six-month pace of about 24%, while producer prices are rising at about 11% annualized.
· Investing
- Renaissance Technologies Adds Goldman Sachs Stake, Cuts Megacap Tech Exposure
The changes appeared in Renaissance Technologies’ latest 13F filing.
· Investing
- Morgan Stanley Cuts Nvidia Target to $267; Truist Moves Rating to Hold
Goldman Sachs maintained its Buy rating on CoreWeave and said managed inference could deliver gross margins 10 to 20 percentage points above bare-metal compute.
· Investing
- Goldman Sachs Forecasts 10-Year Treasury Yield at 4.6% by 2027 End
The strategists describe Treasury valuations as low and yields as attractive, while saying the recent rise in yields is pressuring markets.
· Investing
- Goldman Sachs Forecasts S&P 500 at 8,700 Over Next 12 Months
The firm favors U.S. and Japanese shares for 2027 and recommends an underweight position in European equities.
· Investing
- Goldman Forecasts 2.8% Global Growth in 2027 and Two More Fed Hikes
The bank expects rate cuts to begin in December 2027 and U.S. core PCE inflation to ease to 2.4% by year-end.
· Investing
- Global Banks Plan $270 Million Backing for Dollar Stablecoin Issuer
The funding is intended to cover five years of operations. The issuer is targeting a commercial launch in the first half of 2027.
· Business
- Goldman Sachs Adds March 2027 Fed Hike, Delays First Cut to December
The bank expects a 25-basis-point increase in December and keeps its projected peak federal funds rate at 3.25% to 3.5%.
· Regulation
- Project Faro Seeks CEO as Banks Target First-Half 2027 Launch
The 21-firm venture has about $270 million committed to fund the planned issuer’s first five years.
· Business
- Goldman Sachs, Citi Among Banks Pledging About $270M for Stablecoin Project
Santander and Deutsche Bank are also among the named financial institutions in the shared effort.
· Business
- Goldman Sachs Sees China Internet Profits Rising 9% in Third Quarter
The forecasts cover Tencent, Alibaba, PDD Holdings, Meituan and JD.com. Results from JD.com, Tencent and Alibaba are due Nov. 17, 18 and 19, respectively.
· Business
- Goldman Sachs Forecasts Anthropic Revenue Will Top $600 Billion by 2030
The bank expects free cash flow to turn positive that year, reaching $33.6 billion.
· Business
- David Solomon Says AI Infrastructure Investment Demand Remains Strong
Solomon made the remarks at Goldman Sachs’ 25th Annual Alternative Summit on Nov. 9 as markets recalibrated.
· People
- Sakana AI Prepares for Potential IPO as Early as Fall 2027
The Japanese AI company has engaged Goldman Sachs as an adviser and may list in Japan or the United States.
· Business
- Goldman Strategist Tony Pasquariello Sees Final S&P 500 Advance Before 2027 Supply Surge
Goldman strategist Tony Pasquariello expects weaker returns and higher baseline volatility in 2027 as earnings growth, investor flows and AI momentum fade, with IPOs and corporate capital spending adding to net share …
· Investing
- Goldman Sachs CEO Sees Substantial U.S. Data Center Investment
David Solomon also expressed optimism about investment in computing capacity. Goldman Sachs projects U.S. data center construction spending at $80 billion in 2026 and $100 billion in 2027.
· Business
- Goldman Sachs Flags Nasdaq-100 Trend Line After Four Weekly Declines
The index closed Friday about 1% above the line connecting its April 2025 and March 2026 lows.
· Investing
- Goldman Sachs Reaffirms Nvidia Buy Rating and $300 Price Target
Nvidia shares fell about 9% on Nov. 5 in a broader semiconductor selloff amid concerns about regulation, borrowing costs and cloud spending.
· Investing
- Citigroup, Goldman Sachs and RBC Cut NuScale Price Targets
Citigroup set a $3.50 target, Goldman Sachs set $4 and RBC set $5 on Nov. 6.
· Investing
- Goldman Sachs Shares Rise 1.49% but Stay Below Key Averages
The stock’s relative strength index was neutral, while Binance derivatives measures showed flat funding and mixed positioning.
· Investing
- Goldman Sachs Points to Position Unwinding as Gold’s Main Drag
Speculative traders recorded five straight weeks of net gold outflows beginning Sept. 22, totaling $19.5 billion.
· Investing
- Berkshire Hathaway, Mastercard and Visa Gain in Weekly Financials Wrap
Goldman Sachs was among decliners as all three major U.S. indexes posted severe week-to-date losses amid technology selling and policy concerns.
· Investing
- Goldman Sachs Forecasts $125 Billion in U.S. Data Center Construction Spending for 2028
The bank raised its 2026 and 2027 estimates and cited about 86 gigawatts of projects under construction, plus a $900 billion pipeline it considers highly likely to proceed.
· Business
- Goldman Sachs Cuts IREN Price Target 40% to $30, Keeps Neutral Rating
IREN posted $228 million in fiscal first-quarter 2027 revenue, with AI cloud contributing $200 million after a 182% quarterly gain.
· Investing
- Goldman Sachs Cuts Gold Targets While Keeping Long-Term Bullish View
The bank set its year-end 2026 forecast at $4,150 an ounce and its end-2027 target at $4,800. Stephen Innes said restrictive Fed policy is weakening private investor demand.
· Investing
- Jim Cramer's Trust Plans to Buy 10 Goldman Sachs Shares
At about $867 per share, the planned trade would lift the Trust’s holding to 160 shares and the stock’s portfolio weight to 3.6% from 3.4%.
· Investing
- Goldman Says Midterm Results Could Reshape AI and Data Center Rules
The bank expects Democrats to use fiscal deadlines to seek concessions on the Iran war, tariffs and recent spending cuts.
· Regulation
- Goldman Sachs Puts Big Tech’s Off-Balance-Sheet AI Commitments at $3.2 Trillion
The estimate includes about $1.3 trillion in leases that have not started and $1.9 trillion in purchase commitments, including $685 billion due by Dec. 31, 2027.
· Business
- Goldman Sachs, Apollo Seek Investors for SpaceX’s $40 Billion Chip Financing
Some investors were asked to commit as much as $500 million before the formal syndication process begins.
· Business
- Goldman Sachs, Deutsche Bank Tie Futures Rebound to Hedge Closures
Nasdaq-100 futures recovered about 929 points from the session low as data center permitting and the federal debt ceiling remained policy risks.
· Investing
- S&P 500 Earnings Growth Reaches 30.2% as Aggregate Beat Trails Historical Averages
By Oct. 30, 60% of S&P 500 companies had reported, and 82% of those companies posted earnings per share above estimates.
· Business
- Goldman Sachs Upgrades Sirius XM to Buy, Raises Target to $37
The target rose from $33 as Goldman highlighted business trends, potential YouTube revenue and Sirius XM’s spectrum assets.
· Investing
- Goldman's Brian Garrett Contrasted a “Market of Stocks” With the Stock Market
In a July 17, 2026, market discussion, the Goldman Sachs equities executive said he thought the year illustrated that difference.
· Insights & Views
- Goldman Sachs Desk Sees 2027 as Possible Semiconductor Peak
The desk called capital-spending anxiety “extremely high” as the Philadelphia Semiconductor Index traded at about 12.16x forward earnings.
· Investing
- Goldman Sachs Forecast Implies $8.5 Trillion in Potential Data Center Spending
The estimate applies $50 billion per gigawatt to 170 GW of projected additions from 2025 to 2030.
· Business
- Morgan Stanley CEO Sees AI Spending Reaching $15 Trillion Over Next Decade
Wall Street executives said capital markets can support AI infrastructure financing. Goldman Sachs CEO David Solomon identified the cost of capital as the main constraint on deal size.
· Business
- Ingram Micro Stockholder Launches 11 Million-Share Offering
Ingram Micro intends to authorize a repurchase of one million shares, subject to conditions including the offering’s closing. Ingram Holdco will receive all net proceeds.
· Business
- Goldman Sachs ETF Prospectus Provides for Monthly Income Distributions
The prospectus describes a monthly schedule for distributions, if declared. GSST seeks current income while preserving capital through exposure to ultra-short-duration, high-quality fixed-income securities.
· Investing
- Cboe Archive Through Oct. 26 Shows No Matching GTIP Dividend Notice
The latest Goldman Sachs dividend entry in the archive is dated Sept. 30. GTIP seeks to track an inflation-protected U.S. Treasury index before fees and expenses.
· Investing
- Goldman Sachs Restricts Advanced AI Coding Tools for Most Staff
An October guidance update followed a review of productivity and risk management. The bank had allowed employees to use Claude Code and GitHub for several months.
· Technology