There Is Talk In The Markets About An 'Earnings Bubble.' Goldman Sachs Strategists Say Worries Are Overblown. Analysts led by Ben Snider said they expect growth to slow, but not to collapse. International Business Times · Sep 18
US stocks today: US stocks slip as Treasury yields rise, investors weigh Fed outlook US stocks fell on Friday as higher Treasury yields, volatile oil prices and uncertainty over the Federal Reserve’s rate path weighed on sentiment. The Dow, S&P 500 and Nasdaq declined, while investors also tracked AI demand concerns, triple witching volatility and corporate developments involving Warren Buffett and Xenon Pharmaceuticals. The Economic Times · Sep 18
Small‑Cap Stocks Got a Payrolls Boost — But CPI Is the Real Test A surprise contraction in US payrolls has given the stock market a break from worrying about a near-term interest-rate increase. Whether it gives small-cap stocks a durable reprieve depends on Wednesday’s inflation report. Benzinga · Aug 11
Why is the US stock market rallying big today? Dow Jones, S&P 500 and Nasdaq surge on AI boom — Nvidia and Intel jump as Nasdaq significantly outperformed both the Dow and S&P US Stock Market Rallies Monday as Tech Leads Rebound After Friday's Selloff: The Dow Jones Industrial Average climbed above 51,000. The S&P 500 advanced nearly 1%. The Nasdaq gained more than 1.5%, leading the rebound. Intel soared 11% on a major Google AI chip order, while Nvidia and Micron climbed… The Economic Times · Jun 8
Goldman Sachs Lifts S&P 500 Target As Earnings Growth Continues To Drive Wall Street Rally The S&P 500's rally this year has been driven largely by corporate earnings growth rather than expanding valuations, prompting Goldman Sachs to raise its year-end target for the benchmark index as Wall Street continues to post record highs. International Business Times · May 27
Tech companies may only get half the profit they need to justify their AI investment, Goldman warns There is "a diminishing probability that all of today’s market leaders generate enough long-term profits to sufficiently reward today’s investors," Goldman warns. Fortune · Jan 7
Move Over Stock Buybacks! AI Spending Is In Full Swing Stock buybacks have been a popular policy that boosts value for existing shareholders without distributing dividends. However, those same stock buybacks are now on the sidelines thanks to parabolic AI spending. Benzinga · Sep 14, 2025
Is A Stock Market Crash Imminent? Bubble Warnings Grow Louder From meme stock rallies and sky-high call options to trillion-dollar tech valuations, signs of a new stock market bubble are flashing across Wall Street—and this time, the warnings are coming from nearly every corner of the financial world. Benzinga · Jul 25, 2025
Apple and Tesla stumbles have thrown the ‘Magnificent 7’ into doubt—but according to Wall Street analysts they’ll be the backbone of the market for years JPMorgan, Goldman Sachs, Oppenheimer and Ned Davis Research on the future of Alphabet, Amazon, Apple, Meta Platforms, Microsoft, Nvidia and Tesla shares. Fortune · Nov 18, 2023
The A.I. boom will boost corporate profits 30% or more over the next decade, according to a Goldman Sachs senior strategist A.I. tech is set to boost corporate profit margins, already near a record high, dramatically over the next decade, Goldman's Ben Snider said Thursday. Fortune · May 18, 2023