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The Latest Breaking News from Goldman Sachs

Nvidia's Big Test Is Here — And It Could Save Or Sink The AI Rally

Wall Street is holding its breath as Nvidia Corp. (NASDAQ:NVDA) prepares to release third-quarter earnings after the bell Wednesday, a moment that could either recharge the AI rally or accelerate the recent pullback in tech stocks.

Benzinga

Goldman Sachs Says ASML Could See Massive Revenue Surge By 2030 As Demand For Key AI Component EUV Soars

Goldman Sachs analysts projected that ASML Holdings‘ (NASDAQ:ASML) revenue could more than double its 2030 expectations, driven by the escalating demand for extreme ultraviolet radiation (EUV), a critical component of AI infrastructure.

Benzinga

The stock market is barrelling toward a 'show me the money' moment for AI—and a possible global crash

A historic capex surge, thin AI revenues, and extreme index concentration leave investors one disappointment away from a broad‑based equity shock.

Fortune

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Epstein files cast long shadow over global business elite

Newly released emails show top finance and business figures maintained contact with Jeffrey Epstein years after his initial conviction, raising questions over judgement and corporate governance.

Euronews

Latin America to Outpace Most Emerging Regions in Earnings Growth, Goldman Sachs Projects

The region is projected to post earnings-per-share growth of 8.4% annually ahead of Southeast Asia, China, emerging Europe and the Middle East and North Africa

Latin Times

China's Secret Gold Play Fuels Goldman's $4,900 Target

Goldman Sachs expects a significant wave of central-bank gold purchases for November. The bank’s outlook anticipates a continued shift in reserve management as policymakers hedge against geopolitical and financial risks.

Benzinga

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

Euronews

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Goldman says the stock market has already priced in the AI boom, with $19 trillion of market value running ahead of actual economic impact so far

"Past innovation-driven booms—like the 1920s and in the 1990s—have led the market to overpay for future profits even though the underlying innovations were real."

Fortune

The Next Wave Of AI Winners? Investors Shift Focus Beyond Nvidia

The AI trade is entering a new phase. With mega-cap tech stocks facing valuation pressure and market volatility back in focus, Goldman Sachs says investors are beginning to shift their attention—from builders of AI infrastructure to companies quietly using AI to drive real productivity gains.

Benzinga

Trump raised eyebrows after asking America’s top CEOs for tips on affordability crisis: ‘He’s surrounded by a lot of ‘yes men’’

The president reportedly made remarks during a private event at the White House, which included CEOs from JPMorgan Chase, BlackRock, Goldman Sachs and Nasdaq

The Independent UK

Applied Materials Bounces Back As Analysts Boost Targets On Strong Q4

Applied Materials Inc (NASDAQ:AMAT) shares — after being in a slump Friday morning — are now up, after the company reported on Thursday up-beat fiscal fourth-quarter results.

Benzinga

Walt Disney Streams Revenue Miss, Weak Guidance: These Analysts Raise Projections

Walt Disney Co (NYSE:DIS) shares tanked in early trading on Friday after the company reported mixed fiscal fourth-quarter results on Thursday.

Benzinga

Top analyst sees U.S. stocks underperforming the rest of the world over the next decade as 'superstar' AI stocks make forecast uncertain

Peter Oppenheimer's report only mentions the word "bubble" once, but it's the elephant in the room.

Fortune

Goldman Sachs Supports General Counsel Amid Controversial Jeffrey Epstein Correspondence

Goldman Sachs defends top lawyer Kathy Ruemmler after controversial emails with Jeffrey Epstein surface.

International Business Times

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Benzinga

Is Floor & Decor Quietly Positioning For A 2026 Housing Upswing?

Floor Decor Holdings Inc. (NYSE:FND) anticipates capturing a larger market share in 2026 as housing conditions improve slightly and industry competition eases.

Barchart

Stocks Weighed Down by Weakness in Chipmakers and Megacap Tech Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -1.10%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.55%. December E-mini S&P futures (ESZ25 ) are down -1.05%, and December E-mini Nasdaq futures...

Benzinga

Ted Cruz Sells Up To $250K In Goldman Sachs Stock At All-Time Highs: Here's Why The Trade Was Rare

Senator Ted Cruz (R-Texas) recently disclosed a new stock transaction that could catch investors’ attention, similar to other trading activity by members of Congress.

InsideEVs

Toyota's $10 Billion U.S. Investment Means It Could Export Cars Back To Japan

Today on Critical Materials: Toyota invests $10 billion into U.S. factories, Xiaomi production capacity wins and Rivian's VW venture could extend to gas cars.

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Barchart

Stocks Pressured by Higher Bond Yields and Weakness in Chipmakers

The S&P 500 Index ($SPX ) (SPY ) today is down -0.64%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is down -0.25%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.09%. December E-mini S&P futures (ESZ25 ) are down -0.70%, and December E-mini Nasdaq futures...

Benzinga

America Could Lose AI Race Against China Due To Power Crunch, Goldman Says

The future of artificial intelligence may depend less on chips from Nvidia Corp. (NASDAQ:NVDA) and Advanced Micro Devices Inc. (NASDAQ:AMD), and more on the raw watts needed to power data centers.

Benzinga

AutoZone To Rally More Than 12%? Here Are 10 Top Analyst Forecasts For Thursday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Benzinga

CEOs Everywhere Are Trying To 'Reimagine And Automate Processes,' Says Goldman Sachs Chief, Predicting A Major Wave Of AI-Driven Productivity

Business leaders are reshaping how work gets done as artificial intelligence spreads across global industries, Goldman Sachs Group Inc. (NYSE:GS) CEO David Solomon said.

Benzinga

AMD Sets Ambitious AI, Earnings Goals Through 2030

Advanced Micro Devices, Inc’s (NASDAQ:AMD) 2025 Financial Analyst Day in New York outlined aggressive growth targets powered by soaring demand for artificial intelligence graphics processing units (GPUs) and Datacenter central processing units (CPUs).

Benzinga

Goldman Sees S&P 500 At 9,000 By 2030—But The Real Boom Lies Elsewhere

Goldman Sachs painted a bullish picture for long-term equity investors, forecasting solid returns for U.S. stocks over the next decade but pointing to far stronger gains brewing overseas.

Barchart

S&P Futures Climb as U.S. Government Shutdown Nears End, Fed Speak on Tap

December S&P 500 E-Mini futures (ESZ25) are trending up +0.35% this morning as optimism that the U.S. government shutdown is nearing an end boosted sentiment.

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