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21,603 signal articles · 514 in last 24h · 105,117 total before filter · latest 36m ago
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Bloomberg12d agoneutral
SpaceX at $100 Would Imply Zero AI Value, Morgan Stanley Says

(Bloomberg) -- The selloff in SpaceX shares has driven the stock near a level that would imply investors are assigning no value to its artificial intelligence business, according to analysts at Morgan Stanley. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon C

Bloomberg12d agobullish
Eli Lilly-Backed Scribe Therapeutics Jumps 67% After Upsized IPO

(Bloomberg) -- Scribe Therapeutics Inc., a clinical-stage developer of gene therapies for heart diseases, surged 67% on Friday after raising $128.7 million in an upsized initial public offering.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesSpaceX Turns Away Falcon Customers in Majo

Bloomberg13d agoneutral
Global Inflation Angst Is Back With $100 Oil and More Tariffs

(Bloomberg) -- Spiking energy prices, more US tariffs and mushrooming spending on artificial intelligence are reawakening investors’ inflation fears.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA week that began with s

Bloomberg13d agoneutral
Dollar Set for Best Week in a Month as Haven Flows Offer Support

(Bloomberg) -- The dollar is heading for its best week in a month as investors return to the traditional haven amid heightened geopolitical tensions.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearThe greenback sits near

Bloomberg13d agoneutral
Barclays Trading Boss Hunts for Growth Against Wall Street Giants

(Bloomberg) -- Every few months the most senior traders and salespeople at Barclays Plc head to a one-hour meeting with their boss Adeel Khan. He wants to dissect how individual traders are performing, if and why desks are lagging Wall Street peers and any rosy assumptions his team are making.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI De

Bloomberg13d agoneutral
JPMorgan Reiterates That Dimon Never Met Epstein in New Letter

(Bloomberg) -- JPMorgan Chase & Co.’s Jamie Dimon never met or emailed the late sex offender Jeffrey Epstein, according to the bank’s response to lawmaker’s questions about how much the CEO knew about Epstein and his alleged illegal activities. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls as $205 Billion Spending Plan

Bloomberg13d agoneutral
Goldman Offers Way to Trade AI Junk Bonds $250 Million at a Time

(Bloomberg) -- Goldman Sachs Group Inc. and JPMorgan Chase & Co. launched products this week allowing investors to quickly cut — or ramp up — exposure to tech industry debt, as concerns mount over hyperscalers’ huge future bond sales for artificial intelligence investments.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandAlphabet Falls a

Goldman Sachs breaks with JPMorgan over 'Clarity'
TheStreet13d agoneutral
Goldman Sachs breaks with JPMorgan over 'Clarity'

Things have taken an unexpected turn after Wall Street is split over the most consequential crypto bill Congress has ever considered, and Goldman Sachs, one of the world's largest banks with $3 trillion in assets under management (AUM) just picked a side. Goldman Sachs Chairman and CEO ...

The Bull Case For Goldman Sachs Group (GS) Could Change Following Record Q2 Earnings And Bigger Buybacks
Simply Wall St.14d agobullish
The Bull Case For Goldman Sachs Group (GS) Could Change Following Record Q2 Earnings And Bigger Buybacks

Earlier in July 2026, Goldman Sachs reported strong second-quarter results, with net income rising to US$6.63 billion and earnings per share roughly doubling year-on-year. Alongside these results, Goldman Sachs intensified capital return and funding actions, including billions in new bond and preferred issuances plus continued buybacks and a higher quarterly dividend. We’ll now examine how this combination of record earnings and increased capital returns might influence Goldman Sachs’...

Bloomberg14d agoneutral
Hedge Funds’ Favorite US Bond Trade Is Sputtering

(Bloomberg) -- Hedge funds’ most popular trade in the US bond market is showing signs of maxing out.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Spending Target Fuels AI Cost FearsKnown as the basis trade, the strategy involves wagering on the small pr

Goldman Sachs gives major reset to YETI Holdings stock target
TheStreet14d agoneutral
Goldman Sachs gives major reset to YETI Holdings stock target

YETI Holdings (YETI) stock has been subject to a lot of skepticism for most of the past two years, doubted by the same Wall Street that once loved it. However, on Monday, one of its biggest skeptics changed its mind in a big way. Goldman Sachs upgraded YETIto Buy from Neutral and lifted its ...

Bloomberg15d agoneutral
CoreWeave-Backed Data Center Plans $3.5 Billion Junk-Bond Sale

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP