The Latest Breaking News from Peter Oppenheimer

Concerns about stretched tech valuations and a possible AI bubble are pushing investors toward dividend stocks as they look to diversify their portfolios. Peter Oppenheimer, chief global equity strategist at Goldman Sachs (NYSE:GS), recently told Bloomberg that dividend growth is among the factors likely to drive equities higher in 2026. 

MP Materials Corp. (NYSE:MP) has announced the next step in building a resilient rare earth supply. The firm has formed a three-party joint venture with the Saudi Arabian Mining Company (Maaden) and the U.S. Department of War (DoW).

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.

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.

Another week is over, and it’s time to catch up on the top stories that made headlines in the tech world. Here’s a quick look at what you might have missed.

"This time is different" may be the most dangerous phrase in investing—but Goldman Sachs is embracing it, claiming today's AI-driven tech boom doesn't fit the script of past financial bubbles.

European firms with high US exposure face mounting risks from tariffs, recession fears, and a weakening dollar, while domestically focused companies appear more insulated, according to a new Goldman Sachs analysis.