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The Mortgage Hedging ‘Beast’ Is Returning to the Treasury Market
Bloomberg64d agoneutral
The Mortgage Hedging ‘Beast’ Is Returning to the Treasury Market

(Bloomberg) -- At the height of the US bond-market selloff last month, Vishal Khanduja detected something unusual. Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpGlazer Family Members Study Manchester United Stake SaleTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableAs yields on the longest-dated Treasuries surged toward a 19-year

Investing.com64d agoneutral
Anthropic said to pick Morgan Stanley and Goldman to lead IPO

Investing.com -- Anthropic PBC has selected banks to lead its initial public offering, according to a Bloomberg report Wednesday. The artificial intelligence company, which makes the Claude chatbot, has chosen Morgan Stanley and Goldman Sachs Group Inc. to lead the offering. JPMorgan Chase & Co. will also work on the deal, the report said.

Bloomberg64d agoneutral
Bank CEOs Press Mamdani to Get More New York Housing Built

(Bloomberg) -- The heads of Bank of America Corp. and Goldman Sachs Group Inc. said this week they’ve pressed New York Mayor Zohran Mamdani to get more apartments built in the city, a move they said would help with affordability.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtTikTok Billionaire Overtakes Mukesh Ambani as Asia’s Second-Riches

A Look At Goldman Sachs (GS) Valuation As AI Expansion Meets Consumer Spending Concerns
Simply Wall St.65d agoneutral
A Look At Goldman Sachs (GS) Valuation As AI Expansion Meets Consumer Spending Concerns

Goldman Sachs Group (GS) is drawing fresh attention after expanding its internal use of artificial intelligence tools and publishing research that flags pressure on US household purchasing power and the risk of slower consumer spending. See our latest analysis for Goldman Sachs Group. Recent bond issuance and increased attention on Goldman's AI rollout have coincided with strong momentum in the shares, with a 30 day share price return of 15.25% and a 1 year total shareholder return of 79.85%,...

SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says
Bloomberg65d agoneutral
SpaceX Seeks $135 a Share for $75 Billion IPO, Reuters Says

(Bloomberg) -- SpaceX aims to sell 555.6 million shares ​at $135 apiece for its record-breaking $75 ​billion ⁠initial public ​offering, Reuters reported, citing an unidentified person familiar with the matter. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtCanada Dips Into Technical Recession for First Time Since 2020SpaceX Staffers Prep for Multimillion-Dollar Windfalls by Pushing for VIP TermsAndr

Oil Extends Advance as US-Iran Peace Talk Progress Stalls
Bloomberg65d agoneutral
Oil Extends Advance as US-Iran Peace Talk Progress Stalls

(Bloomberg) -- Oil rose a third day on pessimism over the prospects of the US and Iran reaching a peace deal and as fighting flared up in the Persian Gulf.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Trump to Get Audit Immunity as $1.8 Billion Fund in DoubtAndrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise $80 Billion in Equity for AI SpendingWest Texas Intermediate

Alphabet $80 Billion Equity Sale Set to Break Fundraising Record
Bloomberg65d agoneutral
Alphabet $80 Billion Equity Sale Set to Break Fundraising Record

(Bloomberg) -- Alphabet Inc.’s surprise $80 billion sale of equity to fund spending on artificial intelligence infrastructure is expected to become the biggest equity capital markets transaction of all time, according to data compiled by Bloomberg.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Andrew Left Found Guilty in Case That Spooked Short SellersAlphabet to Raise $80 Billion in Equity for

Oil Swings as Traders Weigh Prospects of US-Iran Peace Deal
Bloomberg65d agoneutral
Oil Swings as Traders Weigh Prospects of US-Iran Peace Deal

(Bloomberg) -- Oil flipped between gains and losses as traders parsed discordant signals on the prospects of a US-Iran peace deal. Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingAndrew Left Found Guilty in Case That Spooked Short SellersUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedWest Texas Intermediate traded above $92 a

Goldman Sachs issues warning on AI’s surging power demand
TheStreet65d agoneutral
Goldman Sachs issues warning on AI’s surging power demand

Most people never think about where their electricity comes from. You flip a switch, the lights turn on, and a bill shows up once a month. The whole system is built to fade into the background, and for two decades it mostly did. That stretch of calm came with a quiet financial upside. American ...