Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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Goldman Sachs: AWS growth of 39.3% still below buy-side's higher expectations
Goldman Sachs expects a somewhat negative initial market reaction to the earnings report and maintains its Buy rating.
Agentwood Studios
Goldman Sachs: Intel Q4 Guidance Weak, Maintains Neutral Rating
Goldman Sachs stated that server demand, advanced packaging, and process advancements had previously supported optimistic pre-earnings expectations, but a weak PC business and cautious forward-looking comments will put pressure on near-term earnings forecasts.
Neutral
Analysis: Anthropic IPO Could Ignite AI Stock Rebound as Tech Short Bets Surge
Odaily Report: Wall Street's recent risk-off sentiment toward equities may have set the stage for a strong market rebound. If Anthropic's planned IPO rekindles investor enthusiasm for artificial intelligence, tech stocks in particular could be poised for a rally. Data from Deutsche Bank shows that investors have reduced equity exposure to levels broadly in line with historical norms. Active investors' exposure to U.S. stocks has fallen to its lowest level in over a month, and funds employing computer-driven trading strategies have also trimmed positions. Once market confidence recovers, there is still room for a new wave of buying. Hedge funds have acted more aggressively, increasingly betting on falling stock prices.Goldman Sachs Group said that this month, for every $1 of stocks its hedge fund clients bought, they shorted about $5 of stocks. The firm's records show that the scale of hedge funds borrowing funds to bet on falling stock prices is now near the highest level in five years. If stocks subsequently strengthen, these short bets could instead become a catalyst for gains, forcing those betting on declines to buy shares to close out their positions. (Bloomberg)
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Hedge
Ignite
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Surge
Goldman Sachs: Seagate Next-Quarter Guidance Beats Consensus, Maintains Buy Rating
Goldman Sachs believes that higher pre-earnings expectations may limit short-term reactions, but underlying business trends remain positive.
Goldman Sachs: FOMC to Skip Rate Hike in October, December to Be Last
Goldman Sachs believes that the October Federal Open Market Committee (FOMC) meeting will skip a rate hike, with the second and final increase scheduled for December.
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Open
Goldman Sachs expects the Federal Reserve to raise interest rates again in December, as tighter financial conditions are insufficient to alter the policy path.
According to a Goldman Sachs report, the Federal Reserve is expected to pause rate hikes at its October policy meeting, but may implement the final rate increase of this cycle in December. Goldman Sachs noted that since September, the Financial Conditions Index (FCI) has tightened by approximately 30 basis points, a magnitude insufficient to substitute for further rate hikes. Markets should not interpret tightening financial conditions as a signal that the rate-hiking cycle is about to end.
Jin10 Data compiles important news from yesterday and this morning
Revisions to the Shanghai Composite Index, STAR Composite Index, and other benchmarks take effect today. Goldman Sachs has cut its 12-month price target for the KOSPI index by 25%. Key domestic and international headlines, including the Middle East situation and Brazil’s presidential election, are also summarized.
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Starpower
Goldman Sachs Lowers KOSPI Index Target by 25%
Goldman Sachs strategists lowered their 12-month target for South Korea's KOSPI index from 12,000 points to 9,000 points, stating that valuation assumptions need to be more conservative.
Microsoft, Google and 22 other publicly listed companies oppose OKXICE stock tokenization trading; industry insiders say it does not represent a rejection of tokenization.
According to CoinDesk, companies such as Microsoft, Google's parent company Alphabet, McDonald's, Goldman Sachs, Wells Fargo, and Cisco have opposed having their stocks traded on OKXICE, the tokenized securities trading platform built in partnership between OKX and the Intercontinental Exchange (ICE). To date, the number of publicly traded companies that have explicitly opposed this has risen to 22.
CoinDesk
Ice Open Network
SpaceX's $40 Billion Financing Plan Reportedly Stalled, Investors Begin Reassessing Risks
According to Bloomberg, SpaceX's proposed $40 billion AI financing plan has faced roadblocks. Sources indicate that SpaceX plans to conduct fundraising through a special purpose entity (SPV), a financing structure that would allow it to move related liabilities off its balance sheet to protect its own investment-grade credit rating. However, recent turbulence in credit markets has complicated negotiations over borrowing costs, as investors begin reassessing the risks associated with financing large-scale AI infrastructure projects. Goldman Sachs is currently leading discussions with an investor group spearheaded by Apollo Global Management.
Apollo
Goldman Sachs: CoreWeave Funding Gap Manageable, $106 Target Price
Goldman Sachs concludes that the funding gap can be covered by debt financing, customer advance payments, and operating cash flow.
CoreWeave
Price
Goldman Sachs: SMCI Revenue Beats Guidance by 27%, Valuation Approaches Target Price
Goldman Sachs assesses that strong demand for AI platforms and a favorable customer product mix are driving revenue and gross margins to exceed expectations, but with valuations already close to target prices, upside for the stock remains limited.
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Goldman Sachs: NVIDIA Physical AI revenue reaches $11 billion, exceeding the full previous fiscal year by approximately 30%
Goldman Sachs assesses that AI deployment remains on track, with physical AI revenue diversifying. Supply chain capacity expansion points to a CPU ramp exceeding prior expectations. The firm maintains a Buy rating with a $300 target price, representing 38.6% upside from the Oct 20 closing price of $216.47; roughly $235 billion has been authorized for share buybacks. We recommend focusing on the scaling of physical AI revenue and supply chain delivery progress.
NVIDIA
OKXICE's Proposed Tokenized Stock Platform Receives Objection Notices from 16 Issuers
The joint venture OKXICE, formed by cryptocurrency exchange OKX and Intercontinental Exchange (ICE), the parent company of the New York Stock Exchange, disclosed in an updated announcement that it has received objection notices from 16 issuers, involving companies such as Alphabet, Microsoft, and Goldman Sachs.Andrew Cuomo, co-chairman of OKXICE and former Governor of New York, stated that these notices do not constitute objections, and that some companies simply want to observe how the tokenized stock model operates before making a decision, adding that he expects more companies to raise similar concerns.OKXICE's proposed platform plans to cover 62 companies listed on U.S. exchanges, of which about 25% have raised objections. The platform is intended to operate 24/7 through permissioned Uniswap v4 liquidity pools deployed on XLayer, with tokenized stocks paired respectively with Tether's USDt, Circle's USDC, or Global Dollar's USDG. (Cointelegraph)
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Cointelegraph
Ice Open Network
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Uniswap
Seven companies including Microsoft, Alphabet, and Goldman Sachs oppose the listing of their stocks on the OKX-ICE tokenized trading platform.
According to CoinDesk, seven companies including Microsoft, Alphabet, and Goldman Sachs have objected to trading tokenized versions of their stocks on the OKXICE platform, planned by OKX and the Intercontinental Exchange (ICE), bringing the number of publicly disclosed opposing issuers to 16. The newly added opponents also include Qualcomm, Caterpillar, McDonald’s, and Western Digital. The initial OKXICE announcement covered 63 stock tickers corresponding to 62 companies, 15 of which have already raised objections. Additionally, Cerebras Systems was not on the original proposed listing roster but has also raised an objection.
CoinDesk
Ice Open Network
Goldman Sachs: S&P 2027 EPS Growth Rate Falls to 11%, Defensive Quality Stocks Outperform
Goldman Sachs assesses that growth is slowing but remains positive, market returns are muted, momentum factor risk increases amid narrow breadth, and defensive quality stocks and low-volatility factors outperform. Real income growth for the lower-end consumer segment reaches 1.8% in 2027, up from 0.4% in 2026. A basket of lower-end consumer discretionary stocks has gained 7% since October, presenting another allocation avenue.
Goldman Sachs, Wells Fargo, and Morgan Stanley see tokenization as a growth opportunity, but none provided revenue expectations
Odaily reports: On their Q3 earnings calls, Goldman Sachs, Wells Fargo, and Morgan Stanley said they view tokenization as a business growth opportunity, but none provided related revenue expectations. Goldman Sachs is exploring expanding its use of DTCC's tokenization services; Wells Fargo has used tokenized deposits to process cross-border payments, with funds able to reach recipient accounts within two minutes, and is exploring tokenized securities, RWA, and crypto trading services for wealth management clients; Morgan Stanley said tokenization can accelerate and simplify asset transfers, but clients still need investment advice.
ALLO
RWA Inc.
Xend Finance
Goldman Sachs CEO Says Tokenization Will Expand Financial Market Opportunities
Odaily reports: Goldman Sachs CEO David Solomon said during the October 13 earnings call that tokenization is becoming an important trend spanning multiple asset classes and could bring more products, clients, and business. The bank has already tokenized bonds, money market funds, and real estate for some clients.DeFi, prediction markets, and automated trading are also under discussion, but Goldman Sachs has not announced related specific products. Solomon said blockchain-related activity remains relatively small in scale at present.Goldman Sachs uses its proprietary GS DAP platform to provide blockchain-based financial asset infrastructure and participated in the tokenization service launched by the Depository Trust & Clearing Corporation (DTCC) in July, and is evaluating scalable applications. Solomon said tokenization can reduce costs, automate processes, and improve liquidity across asset classes.Solomon said Goldman Sachs supports the passage of the CLARITY Act, despite reservations about some provisions, and is participating in discussions with regulators on market rules. The bank reported third-quarter net revenue of $18.68 billion, with equities business revenue up 72% year-over-year to $6.4 billion. (Bitcoin.com News)
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Deepsigma Launches DeFi Perpetual Contract Platform Covering 77 Traditional Financial Markets
Odaily News: Decentralized perpetual contract exchange Deepsigma has launched a real-time simulated trading platform covering 77 traditional financial markets, including U.S. stocks, stock indices, commodities, and U.S. Treasury yields. The platform is built on the Cypherium blockchain and is being advanced by a team of alumni from Goldman Sachs, Citadel Securities, Google, and Uber, supporting long and short exposure trading for the relevant assets.Deepsigma's perpetual contracts do not tokenize, custody, or physically deliver the underlying assets; instead, they track prices through external market data sources. The platform currently supports contracts on the S&P 500 Index, Dow Jones Industrial Average, Nasdaq Composite Index, Russell 2000 Index, Cboe Volatility Index, as well as crude oil, gold, silver, natural gas, and copper.The platform's risk engine employs multiple external price sources, mark prices, circuit breakers, partial liquidations, and an insurance fund, and uses a central limit order book and a clearing layer to handle margin, collateral, and settlement. Deepsigma is also developing a zero-knowledge proof-based decentralized identity framework and configuring off-chain AI analytics tools with unfunded execution permissions; the underlying Cypherium adopts a hybrid PoW and HotStuff Byzantine fault-tolerant consensus mechanism and holds 4 U.S. patents. (Bitcoin.com News)
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Citadel
Goldman Sachs: Spotify Target Price $645 as AI Premium Subscription Drives ARPU
Goldman Sachs assesses that Spotify's monetization strategy has entered its third phase, shifting from pure price increases to a value-added subscription ecosystem, with products such as audiobooks, AI mixing, and personalized podcasts unlocking long-term upside for ARPU. Data from Sensor Tower shows Spotify's DAU-to-MAU ratio stood at 0.54 in Q3, the highest among audio streaming peers, supporting pricing power. The firm maintains a Buy rating, lowering its price target from $655 to $645.
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