The Latest Breaking News from Goldman Sachs

A recession could test whether AI is truly fueling an economy with 'jobless growth'

Also: All the news and watercooler chat from Fortune.

Fortune · Oct 23, 2025

Vertiv Thrives In AI Era With Strong Backlog, Analyst Says

Vertiv Holdings Co (NYSE:VRT) delivered a standout quarter that beat Wall Street expectations, fueled by surging data center demand and surging orders.

Benzinga · Oct 22, 2025

Soft inflation data encourages hopes of pre-Christmas rates cut

Rate sensitive housebuilders were buoyant with Persimmon up 6.3%, Barratt Redrow up 5.1% and Berkeley Group up 3.8%.

Evening Standard · Oct 22, 2025

European defence stocks rally as summit between Trump and Putin stalls

European defence stocks rallied as plans for a Trump–Putin summit were taken off the agenda. Analysts expect sustained defence spending, driven by NATO pressure and ongoing Russian threats despite ceasefire efforts.

Euronews · Oct 22, 2025

Stock Market Today: Dow Jones, Nasdaq Futures Inch Lower—Tesla, SAP And IBM In Focus

U.S. stock futures are inching lower on Wednesday, following a mixed session on Tuesday, with major benchmark indices in the red pre-market.

Benzinga · Oct 22, 2025

Goldman Sachs Sees GM Gaining Momentum As Tariff Headwinds Ease

General Motors Company (NYSE:GM) impresses with robust earnings and a brighter outlook, driving analyst confidence and higher price targets. The company reported its third-quarter revenues and profits ahead of expectations and updated its full-year outlook, according to Goldman Sachs.

Benzinga · Oct 21, 2025

General Electric Posts Q3 Better Than Estimates, Raises Outlook, 'Strength In Price, Consumer Mix' Impresses Analyst

General Electric Co (NYSE:GE) reported its third-quarter results ahead of expectations and raised its full-year guidance across the board, according to Goldman Sachs.

Benzinga · Oct 21, 2025

These 5 Stocks Only Perform Well When The Entire Stock Market Does

Investors often look for stocks that can weather any storm, but not every company fits that bill. Some stocks rely heavily on the overall direction of the market to perform well. When the entire stock market is on the rise, these stocks can soar. But if the market turns, they…

The Free Financial Advisor · Oct 21, 2025

Fear sweeps the C-suite—companies pour millions into security as threats against executives surge

Personal security provided to executives jumped from 17% to 27% of companies in two years while cybersecurity protections tripled, a Goldman Sachs affiliate’s survey revealed.

Fortune · Oct 21, 2025

Top analyst says China is playing a ‘key role’ in the price of gold going through the roof, and he’s got the data to prove it

“Higher business uncertainty in the U.S. is also pushing gold prices up,” according to Apollo chief economist Torsten Slok.

Fortune · Oct 21, 2025