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21,847 signal articles · 515 in last 24h · 105,930 total before filter · latest 1h ago
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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 ...

Goldman Sachs revamps SpaceX stock price target for 2026
TheStreet30d agoneutral
Goldman Sachs revamps SpaceX stock price target for 2026

SpaceX (SPCX) didn’t enter the market quietly. Its blockbuster debut has instantly made it one of the most-watched companies on Wall Street, with investors chasing a rare public-market play on rockets, satellites, Starlink, and Elon Musk’s next frontier. The first major analyst calls are landing ...

Bloomberg30d agoneutral
SK Hynix US Listing Said to Be Multiple Times Oversubscribed

(Bloomberg) -- SK Hynix Inc.’s $28 billion US listing is multiple times oversubscribed ahead of pricing on Thursday, according to people familiar with the matter.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaTwo Millennium Trading Pods Made About $3.7 Billion Last MonthNasdaq 100 Falls 2% in Chip-Led Rout as Oil Climbs: Markets WrapMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulChina Sentences Official to Death Over $325 Million

Bloomberg30d agoneutral
Amazon Seeks to Raise at Least $25 Billion From Bond Sale

(Bloomberg) -- Amazon.com Inc. is looking to raise at least $25 billion from a US dollar bond sale, its latest funding push as the company ramps up investment in artificial intelligence infrastructure.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentences

Bloomberg30d agoneutral
Standard Nuclear Seeks to Raise $383 Million in US IPO

(Bloomberg) -- Standard Nuclear Inc., a maker of fuel for nuclear reactors, is seeking to raise as much as $383 million in a US initial public offering.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentences Official to Death Over $325 Million in BribesThe

Bloomberg30d agobearish
Tech Weakness Resumes After Samsung Misses Lofty AI Expectations

(Bloomberg) -- US stock futures pointed to renewed weakness in technology shares after Samsung Electronics Co.’s earnings failed to satisfy investors, renewing pressure on chipmakers across global markets.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Senten

Bloomberg30d agobullish
A Once-Great Copper Miner Faces a Reckoning Just as AI Power Demand Soars

(Bloomberg) -- As global demand for copper surges, one of the world’s biggest miners finds itself in a precarious state.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentences Official to Death Over $325 Million in BribesChile’s state-owned Codelco, long th

Goldman Sachs Group (GS) Could Be 8% Overvalued After Its Funding Push
Simply Wall St.30d agoneutral
Goldman Sachs Group (GS) Could Be 8% Overvalued After Its Funding Push

Goldman Sachs Group (GS) has been very active in its funding mix, announcing and completing a series of fixed income offerings across maturities from 2027 to 2046 with fixed coupons and callable structures. See our latest analysis for Goldman Sachs Group. Against this backdrop, Goldman Sachs Group’s recent 3.4% 1-day share price return and 22.1% 90-day share price return sit alongside a 1-year total shareholder return of 51.4% and a very large 3-year total shareholder return. This suggests...

Bloomberg30d agoneutral
SpaceX Shares Win Early Bullish Calls From Wall Street Brokers

(Bloomberg) -- SpaceX is winning early backing from Wall Street as global brokerages launch coverage of Elon Musk’s rocket and artificial intelligence company with a clear consensus: buy the stock.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaMicrosoft’s Xbox to Cut 3,200 Jobs, Divest Five Studios in Major OverhaulTwo Millennium Trading Pods Made About $3.7 Billion Last MonthSaudis Slash Main Oil Price to Rare Discount as Market DivesChina Sentences Offi

Q&A: Apollo on lending in a world of shifting valuations
Pitchbook31d agoneutral
Q&A: Apollo on lending in a world of shifting valuations

SOPA Images/Getty The private equity market has struggled with exits since 2022, when a sharp increase in interest rates widened the gap between buyers’ and sellers’ expectations. Cash distributions to investors have been well below the norm since then, ranging from 9% to 13% per year, compared with a longer-term average of 20% to 25%, according to Goldman Sachs data. This drying up of liquidity has spurred the growth of alternative forms of financing, such as hybrid investing. This combines ele