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Goldman Sachs
123 TokenPost stories are tagged Goldman Sachs. The newest appear first.
Latest Goldman Sachs stories
- Goldman Sachs Sees a Chance of AI Legislation After Midterms
The bank expects sweeping federal restrictions to remain unlikely regardless of the election outcome.
· Regulation
- Goldman Sachs Sees Democrats Above 90% to Win House in Midterms
Goldman expects spending deadlines, tariffs and AI oversight to drive policy battles after the Nov. 3 vote. Senate control remains uncertain.
· Regulation
- Goldman Sachs Lifts December Brent Forecast to $105 a Barrel
The bank also raised its broader oil outlook for year-end and 2027 as crude-supply concerns grew and markets priced in post-election escalation risk.
· Investing
- Google Cloud, AWS Backlogs Reach $1.14 Trillion Amid Goldman Split
Goldman Sachs strategists Mark Wilson and Tony Pasquariello differ on whether the cloud figures point to AI returns or mask weaker earnings momentum.
· Investing
- Goldman Sachs CEO David Solomon Sold Shares During Oct. 26-30 Week
Several other Goldman Sachs insiders also sold stock during the same period.
· Investing
- U.S. Quality Factor Gains 14.3%, Its Biggest Month Since 1957
The gain followed a record stretch of lower-quality stocks outperforming, from November 2023 through June 2026, when a long-quality, short-junk portfolio lost 36%.
· Investing
- Goldman Sees Intel’s Profit Recovery Tested by PC Weakness
Intel’s $0.25 fourth-quarter adjusted EPS outlook trailed the $0.43 consensus, even after third-quarter adjusted EPS beat estimates at $0.52.
· Business
- Goldman Sachs Starts Using Equilend’s 1Source Securities Lending Ledger
Built on Canton Network, the platform also counts BNY and National Bank of Canada among its users.
· Business
- Goldman Sachs Analysts Find Stocks Often Rebound After First Fed Rate Hike
Their review compared median asset performance across multiple past rate-hiking cycles.
· Investing
- Seven Financial Institutions Forecast a 25-Basis-Point Fed Hike in December
The group includes Goldman Sachs, JPMorgan and HSBC. The Fed's September increase was its first in more than three years.
· Investing
- Goldman Sachs Links Business AI Use to Weaker U.S. Hiring
Its Oct. 26 client note also associated routine AI use with higher unemployment across nonmanufacturing industries, but did not establish cause and effect.
· Business
- AI Spending Forecast Reaches $2.67 Trillion as Estimates Track Different Measures
Gartner’s 2026 spending forecast, Goldman Sachs Research’s investment estimate and the 2025 corporate investment total cover distinct measures.
· Technology
- U.S. Retail Stock Trading Activity Falls 45% Since 2025 Year-End
Retail’s share of U.S. stock volume fell to about 9% from 15%. Households net bought about $840 billion in stocks in the first half of 2026.
· Investing
- Goldman Sachs Economist Expects Hyperscaler Investment’s GDP Share Change to Peak in Q4
Jan Hatzius expects the share of U.S. GDP represented by hyperscaler investment to post its largest year-over-year change in the fourth quarter.
· Investing
- Goldman Sachs Sees October Fed Pause, Possible Final Hike in December
The bank expects inflation to improve in 2027 as tariff, energy and AI-related price pressures ease. Its base case has no rate increase in March.
· Regulation
- Goldman Sachs Sees CoreWeave Debt Need Fall With Longer GPU Life
Its $23 billion case assumes a 4.5-year GPU life, while a six-year assumption lowers the estimate to $19.5 billion; Bernstein’s model implies $76 billion to raise.
· Business
- Household Demand Supports U.S. Stocks as Retail Trading Slows
Goldman Sachs says households remain the largest owners of U.S. equities, with exposure through direct stock holdings, funds and retirement accounts.
· Investing
- Goldman Sachs Cuts 12-Month KOSPI Target by 25% to 9,000
The strategists had raised the target several times this year. They still see more than 60% upside after the index fell more than 35% from its June peak.
· Investing
- Goldman Sachs CEO Says People May Work Longer if They Stay Healthy
David Solomon gave no estimate for potential lifespan gains and said public and private leaders should support workers through rapid AI-driven changes.
· People
- Markets Put October Fed Rate-Hike Odds at 10% Ahead of Oct. 28 Decision
A December increase remains widely expected, and Goldman Sachs economist David Mericle sees a possible pattern of quarter-point hikes in December and March 2027.
· Investing
- Goldman Sachs Logs Record Tech Selling as AI Investors Demand Revenue
Rich Privorotsky said hyperscalers need to show cloud growth, convert backlogs into revenue and explain when they can reach free-cash-flow break-even.
· Investing
- Goldman Sachs Reports $18.68 Billion in Third-Quarter Revenue
Revenue rose 23% from a year earlier but declined 8% from the second quarter; diluted earnings per share were $17.01.
· Business
- UBS Rating History Lists CoreWeave at Buy With $120 Target
The Sept. 22, 2026, record has no Oct. 23 entry showing a target change. Goldman Sachs and Morgan Stanley also lowered CoreWeave targets in October.
· Insights & Views
- Goldman Estimates China Gold Buying Exceeded Reported Reserve Additions by 83 Metric Tons
Goldman’s estimate for May through August was 148 metric tons, compared with 65 metric tons in PBOC reserve additions. The monthly gap narrowed to about 5 metric tons in August.
· Investing
- Goldman’s Separate AI Estimates Put Displacement at 6%–7% and 9%
The estimates come from different research teams and are not reconciled. The September analysis warned that displacement during a recession could make the effects substantially larger.
· Technology
- Bernstein Estimates CoreWeave Faces a $76 Billion Funding Gap
Goldman Sachs modeled $23 billion in borrowing for existing orders, but the estimates use different assumptions. CoreWeave’s $104 billion backlog represents future revenue, not cash already collected.
· Business
- AI Could Displace Up to 9% of U.S. Workers Over a Decade
Broader productivity scenarios put displacement above 9%, at about 15 million workers, while the baseline assumes new roles will eventually absorb many people pushed out of existing jobs.
· Technology
- Goldman Sachs Executive Puts Fundamental Long-Short Funds’ Net Exposure at 0% to 9%
In an interview recorded Oct. 7, Mark Wilson discussed funds’ net equity exposure, a measure distinct from short-sale flows and short leverage.
· Investing
- Atlas Energy Solutions Closes $424 Million Bridge Facility for Data Center Projects
Goldman Sachs and Barclays provided the financing, and Atlas had drawn $171 million at closing.
· Business
- Managed Funds Sell $2.2 Billion in Silver Futures Over Three Weeks
Silver's net long position fell to its lowest level in Goldman Sachs' two-year data as solar and data center-related stocks declined.
· Investing
- Nvidia’s Physical AI Revenue Tops Prior-Year Total as Goldman Holds $300 Target
Substrate capacity is expected to reach 2.5 times its current level over three years, while CoWoS-R advanced-packaging capacity is expected to triple.
· Business
- Goldman Sachs, JPMorgan Chase, Morgan Stanley Post $51.9 Billion in Equity-Related Revenue
Goldman’s Equities financing revenue rose 96%, while JPMorgan’s strongest areas included Prime and Derivatives. Separately, hedge fund equity positions and margin loans grew relative to advanced-economy GDP.
· Business
- Goldman Sachs Warns Rising Tanker Costs Could Lift Oil Prices
Average global crude freight rates topped $20 per barrel, up from $3 a year earlier, even as Gulf exports recovered.
· Investing
- Goldman Sachs Forecast Points to Lower U.S. Home Sales in 2027
A separate survey found first-time buyers made up 60% of younger millennial purchases, down from 71% in the prior survey.
· Investing
- U.S. Housing Starts Fall 5.2% in September, Missing Forecasts
Goldman Sachs kept its third-quarter GDP growth estimate at a 3.3% annual rate despite the weaker housing figures.
· Investing
- European Gas Futures Top €90 for First Time Since December 2022
The Dutch TTF front-month contract stood at €90.10/MWh by 7:21 a.m. ET (11:21 UTC). Fourth-quarter 2026 prices are projected to average €70/MWh if Persian Gulf LNG exports gradually improve.
· Investing
- Goldman Sachs Risk Appetite Gauge Turns Negative as Investors Sell AI Stocks
The gauge reached its lowest level since the early stages of the Iran war. South Korea’s Kospi fell 4% on Oct. 20.
· Investing
- Goldman Sachs Warns Power Delays Could Slow AI Data Center Openings
About half of planned capacity may come online on schedule over the next couple of years.
· Technology
- Hedge Funds Cut Tech at Record Pace as Leveraged ETFs Draw $9.5 Billion
Semiconductor and equipment stocks accounted for 57% of net U.S. technology selling, while about $7 billion flowed into SOXL.
· Investing
- Goldman Clients Cut Tech Positions by Largest Percentage in Records Dating to 2016
Technology retained a 23.5% net allocation in Goldman’s global prime brokerage book, at the 90th percentile of its five-year history. Net leverage fell to a one-year low of 48.6%.
· Investing