PEOPLE WHO LIVE PAYCHECK-TO-PAYCHECK. SO IT'S SOMETHING I THINK WE HAVE TO WATCH VERY CAREFULLY. DANI: BRING IN DAVID KOSTIN, CHIEF EQUITY STRATEGIST AT GOLDMAN SACHS.BULLISH ON STOCKS. WITH AND S&P 500 GOING UP TO 8,000. YOU ARE BULLISH ON STOCKS BUT WE HAVE SURPASSED 6,800.ARE YOU LOOKING AT RAISING THE PRICE TARGET FOR THE YEAR-END. SCOTT: THE THING YOU HAVE TO START FIRST IS LOOK AT EARNINGS. WHAT'S HAPPENED THROUGH THE RESULTS SO FAR FOR U.S. CORPORATE COMPANIES REPORTING.DAVID: LOOKING AT EXPECTATIONS ...

Broadcom Inc. (NASDAQ:AVGO) is one of the Most Promising AI Stocks to Buy Right Now. On October 13, analyst James Schneider of Goldman Sachs reiterated a “Buy” rating on the company’s stock, boosting the price objective to $380.00. The analyst’s rating is backed by a combination of factors, mainly revolving around Broadcom Inc. (NASDAQ:AVGO)’s strategic partnership with OpenAI. The analyst highlighted that this collaboration is set to deploy 10GW of custom-designed AI accelerators and networking products, ...

iLexx / Getty Images One of the world’s top artificial intelligence firms has just had one of the world’s largest AI-related layoffs. Amazon will cut 30,000 white-collar workers. Oracle, Dropbox, and Block have announced layoffs because of the use of AI. Walmart and Goldman Sachs both have added large numbers of employees in the past five years. Yet, they plan to keep worker counts flat largely because of AI applications. As AI use grows, it is worth gambling that these companies will look for more restru ...

Key Takeaways The S&P 500 Financial Select Sector ETF is up 11.5% in 2025, reflecting sector-wide strength.Easing Fed policy, firm earnings and tech-driven efficiency are fueling the financials rally.Goldman Sachs, HCI Group, Interactive Brokers and Janus Henderson show solid earnings upgrades.Financial stocks have delivered strong performance in 2025, with the S&P 500 Financial Select Sector SPDR ETF advancing 11.5% as of Oct. 27. The uptrend reflects robust economic momentum, supportive regulatory conditi ...

Goldman Sachs Group is in discussions with the Kuwait Investment Authority (KIA) to receive a $10bn investment mandate for its asset-management arm, reported Bloomberg. The mandate is aimed at strengthening its private markets strategy in the Middle East and the money is expected to be distributed over the coming years across a variety of funds. According to sources with knowledge of the matter, the investment would be channelled into several of Goldman Sachs' funds, with a particular emphasis on credit, ...

There’s no shortage of economic uncertainty for the country’s small businesses, but many are surprisingly upbeat about the year ahead. A source for that optimism: artificial intelligence. That’s what Goldman Sachs (GS) found in a survey of some 1,400 small business owners — and shared exclusively with Yahoo Finance ahead of the bank's 10,000 Small Businesses summit in Washington, D.C., this week. The results: Most small business owners (78%) say they're optimistic about the next year despite there being ...

高盛团队指出，从历史经验来看，即便日元汇率长期偏离合理估值，最终仍会逐步向公允价值回归。这 一趋势在2020年至2021年初尤为明显：当时受全球避险情绪升温与美国国债收益率下跌影响，日元一度 走强，随后才再度进入贬值通道。 尽管日本首相高市早苗支持宽松政策的立场及其财政扩张计划，被视为短期内压制日元汇率的负面因 素，但策略师们认为，考虑到日本国内对通胀的政治反对声音日益增强，即便政策回归"安倍经济学"模 式，其力度也会"温和得多"。 智通财经APP获悉，高盛策略师表示，随着日本货币政策逐步走向正常化，未来10年内日元兑美元汇率 可能升至100关口，这意味着持续多年的日元贬值趋势或将出现逆转。 以Kamakshya Trivedi为首的策略师在周一发布的报告中表示，考虑到收益率曲线控制等超宽松政策即将 退出，这一预测"实际上并不像表面看来那么激进"。 自2016年日本央行实施负利率政策以来——当时是美元兑日元汇率最后一次在100区间交投——日元就 陷入了结构性疲软。日元疲软不仅引发资本外流、催生热门套利交易，同时也支撑了日本出口企业并助 推本土股市走高。日经225指数和东证指数目前均徘徊在历史高位附近。 ...

(SUBTITLES MAY CONTAIN INACCURACIES) Let's get back now to the world of finance. Not that we ever left it. I'm pleased to say I'm joined by David Solomon, the Group CEO of Goldman Sachs.David, it's really good to see you here in Saudi Arabia. We spoke here exactly a year ago. I don't know where the year has gone.I guess the time goes faster as you get older. Yes, that's true. You're finding that.Let's just talk through this series of initiatives that you've done in the region over the past 12 months, becaus ...

地缘政治连续两年为首要风险因素，北美GP更关注高估值压力。 本文为IPO早知道原创 作者｜ 罗宾 微信公众号｜ipozaozhidao 据IPO早知道消息，10月27日，高盛资产管理对超过250位普通合伙人（GP）和有限合伙人（LP） 开展的一项主题为"走出谷底?"（Turning the Corner?）全新全球性调研发现，私募市场投资者整 体对投资环境更为乐观，并对通过各类退出途径释放流动性抱有更高的期待。 较多LP对另类资产的 配置不足，正在将其投资项目扩充至新的策略和创新结构。 高盛资产管理客户解决方案全球主管马修·吉普森（Matt Gibson）表示："具备成熟方案的投资者 正在通过共同投资、定制方案等常见方式，整合其现有资产管理机构的投资活动，同时将资金投入能 够在特定策略中产生独特超额收益的新资产管理机构。上一轮周期中新基金管理人的涌现以及现有 GP新基金的推出，让融资环境竞争更激烈。LP的要求更高，价值创造是取得成功的决定性因素。" LP考虑新机遇，投资情绪仍然积极 私募市场投资者情绪展现韧性，对实物资产策略的情绪提振最为突出。投资者认为，未来一年以下领 域的投资机遇将保持一致或更好：基础设施 ...

高盛CEO预计美联储将在下次会议上降息。 来源：滚动播报 ...