The past two weeks have been bonkers for the AI investment thesis, and any talk about peak AI needs to be tossed aside.
Notícias
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The Claude maker could reportedly file its prospectus as soon as next week, setting the stage for a potential debut in late September or early October.
Anthropic could give Morgan Stanley (MS) and Goldman Sachs (GS) key roles in handling its market deb
Anthropic is close to awarding Morgan Stanley and Goldman Sachs the most coveted roles in its blockbuster Wall Street debut, as the AI behemoth...

A Goldman Sachs strategist revealed the market returns investors can realistically expect in the next 12 months.

Goldman Sachs lifted the target after a blowout quarter, citing AI server demand and margin growth.

Dick’s Sporting Goods missed earnings and closed 113 stores tied to Foot Locker.

Goldman Sachs wants the Fed to hike again while Citi calls for three cuts starting in October, and the gap between those two forecasts could quietly drain hundreds of dollars a year from your savings account.

The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.

The Federal Reserve is increasingly expected to raise interest rates in September, but signs of labor-market softness are putting new focus on Friday’s jobs report.
Wall Street banks are pushing large law firms to cut fees, arguing that the business model that has enriched top lawyers for decades is not sustainable...

Goldman Sachs CEO David Solomon said recent moves that pushed higher long-term rates in the Treasury market are going to be hard to fight for the Treasury Department and its buyback program. “This is a longer term trend that is reflective of our fiscal decisions, the growth of the debt overall and the growth of the economy,” Solomon told CNBC Monday from the G20 conference. “We are going to have to adjust,” Solomon said.
Investing.com - U.S. inflation expectations remain anchored despite more than five years of above-target price pressures, according to a Goldman Sachs research note published on Monday.

Scott Bessent made a bold move on the bond market this month. Goldman Sachs just said it probably won’t be enough.
JPMorgan Chase (JPM), Bank of America (BAC), Goldman Sachs (GS) and Morgan Stanley (MS) are clashing

Morgan Stanley Investment Management’s Vishal Khanduja, a top-performing fixed-income investor, is scaling back bets against long-term US bonds, saying Treasury Secretary Scott Bessent is prepared to do “whatever it takes” to keep yields from rising.

Central bankers gathering in Jackson Hole, Wyoming this week will emphasize a global rethink on inflation — and the prospect of higher borrowing costs — in the face of new threats.

Wall Street is eagerly anticipating Nvidia Corp.'s earnings on Wednesday afternoon, not so much for what the numbers will say about the chip giant, but for what they mean to artificial intelligence investors and the market itself.

SpaceX, trading at 93 times next year’s estimated earnings, seems hardly the stock to unite both short-term-focused hedge-fund managers and more long-term-oriented mutual-fund managers.

Liquid Death's Mike Cessario won't confirm an IPO timeline, even after hiring Goldman Sachs and a Pepsi-veteran CFO.

Analysts reveal what could happen to Nvidia shares next, and set expectations for the Q2 report.

The stock market still looks basically healthy, but the bond market is starting to show signs of stress.

Nscale is seeking to raise as much as $3 billion in its US IPO, according to people familiar with the matter, joining a rush of artificial intelligence data center companies tapping public market investors.

For all the US Treasury’s efforts to stem rising borrowing costs, cooling inflation remains the most compelling way to lower bond yields, according to Goldman Sachs Group Inc.

Goldman Sachs puts real numbers behind something entry-level workers have been feeling for months.

Broadcom Inc. is in talks with a group of lenders to raise more than $60 billion in debt for an AI chip financing deal that will benefit Anthropic PBC and other companies, according to people with knowledge of the matter.

Anthropic PBC expects to match or beat the size of SpaceX’s record-setting initial public offering, according to people familiar with the matter, as preparations for the artificial intelligence firm’s debut pick up speed.

Investors looking to track China’s hottest companies are shifting their focus away from the country’s traditional stock indexes.

Wall Street is booming, and that’s the problem.
