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21,847 signal articles · 534 in last 24h · 105,930 total before filter · latest 23m ago
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Bloomberg28d agoneutral
SK Hynix Said to Guide US Offering Price 3.1% Above Korea Close

(Bloomberg) -- SK Hynix Inc. is telling investors it intends to price its US listing at $149 per American depositary receipt, according to people familiar with the matter, despite recent volatility in the Korean memory chipmaker’s shares.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Sec

Investing.com28d agoneutral
Goldman says AI trade reversal pressures hedge fund returns

Investing.com -- Hedge funds have suffered losses across long-short strategies as the artificial intelligence and momentum trade that has dominated much of 2026 reversed since June 22, according to Goldman Sachs' Prime desk.

Jim Cramer on Goldman Sachs: “I Want You to Hold on to That”
Insider Monkey28d agoneutral
Jim Cramer on Goldman Sachs: “I Want You to Hold on to That”

The Goldman Sachs Group, Inc. (NYSE:GS) was among Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds. When a caller inquired about the stock, Cramer remarked: I think that, at 17 times earnings, I know this sounds strange… But you know what? It may actually be just as cheap […]

Bloomberg28d agoneutral
Magnificent Seven’s Weakness Is Starting to Become a Problem for Wall Street

(Bloomberg) -- One notable group has been absent from the 2026 stock rally: the American tech giants that have charged a nearly four-year bull run.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’US Military Launches Strikes on Iran for Second Straight DayGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaThe Magnifi

Bloomberg28d agoneutral
Goldman Says Hormuz Flare-Up May Delay Recovery in Oil Supplies

(Bloomberg) -- A recovery in Middle Eastern oil supplies could be set back if renewed tensions disrupt shipping in the Strait of Hormuz, Goldman Sachs Group Inc. said.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Nvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaUS Military Launches Strikes on Iran for Second Str

Duke Energy (DUK) Following Goldman Move Is The Fair Value Story Still Intact
Simply Wall St.29d agoneutral
Duke Energy (DUK) Following Goldman Move Is The Fair Value Story Still Intact

Duke Energy (DUK) is back in focus after Goldman Sachs removed the stock from its US Conviction List while keeping a positive rating, prompting investors to reassess the utility giant’s role in portfolios. See our latest analysis for Duke Energy. Duke Energy’s latest share price of US$126.79 sits on top of a year-to-date share price return of 7.96%, while total shareholder return over 3 years has reached 54.07%. This suggests that momentum has been supported by its capital plans, dividend...

The Bull Case For Goldman Sachs Group (GS) Could Change Following Value Shift And Bond Issuance Pivot
Simply Wall St.29d agoneutral
The Bull Case For Goldman Sachs Group (GS) Could Change Following Value Shift And Bond Issuance Pivot

In recent weeks, Goldman Sachs Group has launched and completed multiple fixed-rate, callable senior notes offerings across maturities from 2027 to 2046, including issues such as US$50,000,000 of 4.25% Notes due August 2, 2027 and several longer-dated MTNs priced at 100% with small discounts per security. At the same time, Goldman Sachs has been reclassified in several Russell indices from growth benchmarks into more value and defensive indices, while analysts highlight an improving earnings...

Wells Fargo (WFC) Added to Goldman Sachs Conviction List
Insider Monkey29d agoneutral
Wells Fargo (WFC) Added to Goldman Sachs Conviction List

Wells Fargo & Company (NYSE:WFC) is one of the 12 Most Profitable Cheap Stocks to Buy Right Now. On July 1, Goldman Sachs added Wells Fargo & Company (NYSE:WFC) to its US Conviction List as part of the firm’s monthly update. The research firm said that Wells Fargo & Company (NYSE:WFC) is moving “from defense […]

Goldman Sachs (GS) Cuts Aluminum Forecast And Turns More Bearish On The Yen
Simply Wall St.29d agobearish
Goldman Sachs (GS) Cuts Aluminum Forecast And Turns More Bearish On The Yen

Goldman Sachs Group (NYSE:GS) has cut its aluminum price forecast as supply from the Middle East recovers. The bank has also issued a more bearish outlook for the Japanese yen, citing ongoing fiscal and interest rate pressures in Japan. Goldman Sachs Group (NYSE:GS) is a global investment bank and financial services company with a long history in commodities and currency research. Its updated aluminum view reflects changing supply conditions, with Middle East production returning to the...

Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets
24/7 Wall St.29d agoneutral
Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets

Goldman Sachs (NYSE:GS) is chasing a private markets opportunity measured in the trillions, and the firm has put a hard number on how much of it it wants to own – $750 billion in alternative assets under supervision by 2030. That target sits inside a private credit landscape CEO David Solomon sized on the Q1 ... Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets

Bloomberg29d agoneutral
Wave of Earnings Surprises Will Be Hard to Repeat, Says Goldman

(Bloomberg) -- The wave of AI-fueled earnings surprises that powered stocks in the last earning season will be tough to repeat, making it unlikely the results alone will spark a major rally, according to Christian Mueller-Glissmann.Most Read from BloombergTrump Says US Ceasefire With Iran Is ‘Over’ After StrikesGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaUS Strikes Iran and Blocks Oil Sales in New Test of TruceChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTw

Goldman Sachs sends a bearish message on a rising metal
TheStreet30d agoneutral
Goldman Sachs sends a bearish message on a rising metal

War trades follow a script. A supply shock hits, prices go vertical, and money that never cared about the underlying market suddenly cares about nothing else. The entry is the easy part. The hard part is knowing when the story that made you money stops being true. For three months, one industrial ...

Goldman Sachs resets AMD stock price target for the rest of 2026
TheStreet30d agoneutral
Goldman Sachs resets AMD stock price target for the rest of 2026

I covered Wells Fargo's AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James ...