The Latest Breaking News from Goldman Sachs

Jan Hatzius warns America’s job market slump could drag down growth, with front-loaded orders and AI disruption skewing GDP signals.

Galaxy Digital (NASDAQ:GLXY) is in the spotlight Monday ahead of third quarter earnings on Tuesday before the market opens. • GLXY shares are climbing. See what more here. What To Know: Analysts estimate earnings per share of 14 cents and revenue of $14.40 billion. For the second quarter, Galaxy reported…

Goldman Sachs urged investors to focus on Chinese companies expanding overseas, citing a weaker yuan, cost advantages, and China’s strength in global supply chains as growth catalysts.

U.S. stock futures rose on Monday following Friday’s advances. Futures of major benchmark indices were higher.

European Central Bank President Christine Lagarde warned on Sunday that American consumers are “yet to feel the pain” from tariffs, stating that the full impact is only “a question of time” as corporations temporarily absorb the costs.

JPMorgan Chase (NYSE:JPM) plans to spend $10 billion of its own cash—and a whopping $1.5 trillion over the next decade—to back companies in the national security sector (i.e., companies involved with rare earths, defense, AI and semiconductors).

From 1970 to 1980, the price of gold skyrocketed more than 2,300% because of the end of the gold standard, soaring inflation, and the oil crisis.

Charles Schwab Corporation (NYSE:SCHW) is powering ahead with accelerated earnings growth and increased capital returns, impressing analysts and raising price targets. The company reported better-than-expected third-quarter results on Thursday.

American Express Co (NYSE:AXP) was able to report earnings ahead of expectations, as its revenue beat more than offset higher expenses, according to Goldman Sachs.

On CNBC's “Halftime Report Final Trades,” Malcolm Ethridge, managing partner at Capital Area Planning Group, picked Microsoft Corporation (NASDAQ:MSFT), which is scheduled to release quarterly earnings in a couple of weeks.

Wall Street analysts have dismissed concerns about a potential bubble in the artificial intelligence (AI) sector, asserting that the industry’s growth is sustainable and could unlock an $8 trillion opportunity.