The biggest payoff may soon move beyond chipmakers
News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Financial stocks were lower in Monday afternoon trading, with the NYSE Financial Index and the State

Fast-fashion retailer Shein Global Holdings Ltd. is targeting a valuation in the range of $26 billion to $27 billion in its initial public offering in Hong Kong, according to people familiar with the matter, a sharp drop from its peak value.
Financial stocks were leaning lower pre-bell Monday, with the State Street Financial Select Sector S

Top-ranked stocks CNC, THC, FTNT, U and GS are likely to beat on the bottom line in their upcoming releases.
Keep a close eye on consumer spending.

Chief economist Jan Hatzius cited soft retail sales, weak employment data, and slowing inflation in a Sunday client note

Style Box ETF report for GSSC
Odds of a Fed rate hike in September or 2026 slip further after Goldman Sachs says markets are still too hawkish even as inflation cools. As a result, US stock futures and Bitcoin price are bouncing today. Ad Ad Fed Rate Hike Odds Slip as Goldman Sachs Warns Markets Still Overly Hawkish The Wall Street
Goldman increased its stake in Sellas by 5.2% to 585,035 shares, worth $8.64 million.

Market bets on Federal Reserve interest-rate hikes are still too aggressive given that inflation in the world’s biggest economy is cooling, according to Goldman Sachs Group Inc.

The Dow Jones (^DJI) is home to corporate giants, but size alone doesn’t guarantee success. A few of these companies are struggling with weak fundamentals, paradigm shifts, or poor execution.
Investing.com -- Central banks may be encouraging excessive leverage and indirectly lowering government borrowing costs through emergency facilities designed to keep financial markets functioning, the Wall Street Journal reported in an analysis published on Saturday.

The updated fair value price target for Usinas Siderúrgicas de Minas Gerais has shifted from R$9.59 to about R$8.87, which sits between the wider analyst range of R$8 to R$10.50 now framing the stock. This adjustment reflects the mixed analyst views on how effectively the company can turn Brazil's steel market conditions into shareholder returns. Read on to see what is driving the changing narrative and how you can track these moving targets over time. Analyst Price Targets don't always...

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Both DIVO and JEPI hand you a monthly paycheck funded by covered calls on blue-chip stocks, but one of them has been quietly compounding your principal while the other trades that growth away for a fatter yield.

Goldman Sachs expects corporate share repurchases to remain a powerful source of demand for U. S.

Jensen Huang just structured a $500 billion compute fund with a design that one Wall Street CEO compared to the invention of mortgage-backed securities, and that reference alone should make every AI investor stop and think carefully about what comes next.
Goldman's GPIX pays out generous monthly distributions from its S&P 500 options strategy, but that income stream carries a hidden price tag that most fact sheets quietly skip over.

Anthropic PBC is telling prospective investors its second-quarter revenue jumped at least 14-fold versus the same period a year ago, according to documents seen by Bloomberg News.
Financial stocks were slightly lower in late Friday afternoon trading, with the NYSE Financial Index

“Boomer candy” funds got the name because they appeal to retirees. Goldman Sachs sees opportunity and acquires ETF company Neos.

Two AI chip giants moved in opposite directions Friday as Wall Street put a massive dollar figure on a financing structure that Broadcom and Nvidia both use, raising questions about which companies benefit from AI's debt-fueled buildout and which carry the hidden risk.

U.S. insurers, money managers, and banks are expected to form the core investor base for the deal, which Nvidia announced earlier this week
A new funding model could reshape the AI buildout

Goldman Sachs Group Inc., Blackstone Inc. and Apollo Global Management Inc. had been working tirelessly for months to draw up debt deals that would help developers of artificial intelligence systems pay for chips from Nvidia Corp.

The US Securities and Exchange Commission is proposing to ease a rule that restricts investment advisers from working for public pension funds if they’ve made political donations to state and local elected officials.

