
Microsoft has lagged its AI peers all year. Goldman Sachs told investors that’s exactly the point.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Microsoft has lagged its AI peers all year. Goldman Sachs told investors that’s exactly the point.
Goldman Sachs sees one more interest rate hike for 2026 at the Fed's Oct. 27 meeting, and then the Fed could be done for this cycle.

By Arasu Kannagi Basil and Anirban Sen NEW YORK, Sept 23 (Reuters) - The biggest multi-manager hedge funds are allocating more capital than ever to accounts that are exclusively run for individual

Oracle, British American Tobacco, Cisco, Charles Schwab, and Goldman Sachs each combine dividend yield, projected earnings growth, and Moderate Buy analyst ratings, per MarketBeat data.

"Having 2,000 items at or below $1 is very meaningful for the consumer, always has, but especially in this environment."

After the Fed’s latest decision, investors face a changing market landscape.
Investing.com -- Goldman Sachs has pushed back on fears that U.S. corporate profits are in an "earnings bubble," even as it acknowledged some companies are "over-earning."
Key TakeawaysPYPL closed at $52. 71 on September 16, 2026, almost exactly where it traded before takeover speculation began.

SYDNEY, Sept 17 (Reuters) - Goldman Sachs now expects the US Federal Reserve to raise interest rates by 25 basis points at its October policy meeting, adding a further hike to its September call.

Goldman Sachs says ads are quietly becoming Walmart’s most valuable business.

Goldman Sachs Chief Executive David Solomon warned of a softer third quarter for the bank’s fixed-income trading business, while its equities and asset-management businesses remained strong. Goldman’s fixed income, currencies and commodities business has been softer than its equities business, which “continues to be very strong,” Solomon said at a financial-services conference hosted by Barclays. In asset and wealth management, Solomon said Goldman was exceeding its growth target of high-single digit percentages.

Goldman Sachs Group Inc. Chief Executive Officer David Solomon cautioned that the bank’s fixed-income trading business is softer than in past quarters and that expenses are running higher across the firm.

The Federal Reserve on Wednesday raised its benchmark lending rate by 25 basis points, marking its f

Oil prices and bond yields continue to rise, and stocks continue to struggle, as the Fed gets together to talk about inflation and interest rates.

Stock Market Today: The Dow Jones index drops Tuesday as the 10-year Treasury yield reaches its highest level since 2007. Nvidia stock rises.

The bank warns that holding steady could surprise markets and spark a disorderly selloff.

Goldman Sachs, JPMorgan, HSBC, and Deutsche Bank all forecast a quarter-point increase at the Fed's Sept. 15-16 meeting after hotter-than-expected inflation data

Sept 13 (Reuters) - Goldman Sachs now expects the U.S.
Investing.com -- Major Wall Street banks are competing to manage the wealth of Anthropic PBC employees following the artificial intelligence company's planned initial public offering, Bloomberg reported Friday.

Shares of Shanghai Enflame Technology more than doubled on their trading debut. But the real test for the Chinese company, along with three other so-called “little GPU tigers,” has yet to come.

Chime just agreed to buy the bank it has been renting for years, and the move promises cheaper funding and cleaner economics while dragging the fintech into a world of capital requirements and federal oversight it has never faced before.

Tesla’s robotaxi ambitions are growing, but so are the questions surrounding one of Wall Street’s biggest bets.

Treasury Secretary Scott Bessent has never been accused of being a wallflower, but speaking in front of Southern Methodist University’s business school on Tuesday night, he made perhaps the most strident comment of his government career.

Inflation can be taxing—literally. You’ll have made a capital gain of $57,275. If inflation averaged 3% during that span, though, then half of your profit can be traced to that increase in prices (the difference between compounding at 7% and 10%).

Morgan Stanley is seen as the leading contender for the “lead left” role, while Goldman is expected to serve as stabilisation agent.

Kevin Hassett says the economy is roaring without sparking inflation, but former Fed officials, record gas prices, and skeptical analysts are lining up to challenge that claim before the next rate decision.

The August jobs report looks healthy on paper, but gasoline records, diesel surcharges, and flat real wages are stacking up against American households in ways the headline number cannot hide.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.