Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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Goldman Sachs: Don't Just Focus on AI, Three Themes Are Gaining Attention
According to TechFlow Research, Goldman Sachs' July 17 report pointed out that sharp volatility in AI infrastructure stocks prompted investors to seek non-AI directions. Over the past three months, the annualized volatility of Goldman Sachs' momentum factor reached 36%, hitting a 45-year high for non-recession periods, while the correlation of S&P 500 individual stocks fell to a historical low of 0.14.
Focus
Goldman Sachs: Data Center Power Scramble Spurs 50GWh Energy Storage Growth, FLNC Secures Exclusive NVIDIA Deal
According to TechFlow Research, Goldman Sachs' July 16 energy storage report pointed out that electricity demand from data centers is surging, traditional grid expansion requires four to eight years, and energy storage has become the fastest solution with a 12 to 18-month deployment cycle. Goldman Sachs estimates that by 2030, behind-the-meter energy storage opportunities in the US will bring about 50GWh of increment, plus 11GWh from 800V DC data centers, total US energy storage deployment will reach 172GWh, significantly upwardly revised from the previous 112GWh. Globally, annual energy storage installations are expected to reach 2100GWh by 2040. Goldman Sachs believes energy storage is transitioning from renewable energy supporting equipment to a necessity for AI infrastructure, which will change the industry valuation logic. In terms of targets, FLNC (Buy) secured exclusive battery partner qualification for Nvidia DSX Vera Rubin, data center pipeline projects reached 12GW, up 30% sequentially; CATL (Buy) has about 30% global energy storage market share, already used in Shanghai SenseTime data center; Tesla (Neutral) 2025 energy storage deployment 46.7GWh, energy business 2028 estimated revenue 29 billion USD; Energy Vault (Neutral) received 6x EV/EBITDA valuation; LGES (Buy) North America ESS capacity expected to reach 50GWh by end of 2026. Canadian Solar, Ford, Samsung SDI, Shoals, Sungrow are also worth watching. Goldman Sachs emphasizes the need to distinguish those with real order support
Center
DSX
Neutral
NVIDIA
Solar
Vera
AI dining platform Wonder completes $650 million financing, with ARK Invest and others participating
: AI dining platform Wonder announced the completion of a $650 million financing round, with participation from Accel, Google Ventures (GV), and NEA. New investors include ARK Invest, AllianceBernstein, and Kayne Anderson, with Goldman Sachs, Jefferies, and JPMorgan serving as placement agents. The company is developing an AI platform called "MEL," which automatically plans and orders meals tailored to individual needs by analyzing users' biometric indicators and physical conditions. It is reported that Wonder's post-money valuation has reached $9 billion, and the company plans to launch its initial public offering (IPO) early next year. (Fortune)
Ark
Ark
摩根大通
Goldman Sachs Raises Robinhood (HOOD) Price Target Again to $137
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $121 to $137.
Price
Robinhood
Anthropic is Reportedly Targeting October for IPO, Investment Banks Have Arranged Pre-Communications with Investors
OdailyOdaily Planet Daily reports that Anthropic, the developer of the AI model Claude, is advancing plans for a large-scale IPO. Underwriter investment banks including Morgan Stanley, Goldman Sachs, and JPMorgan Chase have arranged preliminary meetings between the company's management and investors to gauge institutional investor interest and investment scale. Anthropic's goal is to go public as early as October. If the listing proceeds as planned, the company could enter the securities market ahead of its competitor, OpenAI. Anthropic raised $65 billion in its Series H financing in May, with a post-money valuation of $965 billion; its valuation in the over-the-counter market has already reached approximately $1.2 trillion. Measures by the U.S. government remain a variable factor.The U.S. Department of War listed Anthropic as a national security "supply chain risk" enterprise in March, and Anthropic has sued the federal government over the measure; the U.S. Department of Commerce restricted foreign access to the top-tier AI models Fable 5 and Mythos 5 in June, lifting the export controls 18 days later.
June
Mythos
Planet
Planet
Planet
摩根大通
DTCC Partners with JPMorgan Chase, Goldman Sachs, BlackRock, and Other Institutions to Pilot Stock and US Treasury Tokenization
According to The Wall Street Journal, the Depository Trust & Clearing Corporation (DTCC) launched a live pilot test for tokenized securities on July 15, with nearly 40 financial institutions and technology companies, including JPMorgan Chase, Goldman Sachs, BlackRock, Vanguard, and the New York Stock Exchange, participating in it.
Street
Treasury
摩根大通
贝莱德
DTCC will tokenize Microsoft, SPY, QQQ, and U.S. Treasuries for Wall Street firms
DTCC will tokenize Microsoft shares, SPY, QQQ, and U.S. Treasuries for Wall Street companies, with institutions including BlackRock, Goldman Sachs, and JPMorgan participating. These firms plan to use tokenized assets for collateral transfers, repurchase transactions, and stock trading. (The Wall Street Journal)
Street
摩根大通
贝莱德
Strategy Bitcoin Banking Adoption Index: Fidelity Leads at 71%, BNY and Goldman Sachs Rank Second and Third
Strategy's newly launched Bitcoin Banking Adoption Index shows Fidelity leading at 71%, followed by BNY at 46% in second place, and Goldman Sachs at 45% in third. JPMorgan, Morgan Stanley, and Citigroup each stand at 43%. The index evaluates the adoption of Bitcoin-related services across trading, custody, digital asset products, financing, and corporate participation among 25 major global institutions, with an overall adoption rate of 32%.The remaining institutions scored between 13% and 38%, with Wells Fargo at 38%, Banco Santander and Société Générale both at 35%, Charles Schwab and TD Bank both at 32%, BNP Paribas, HSBC, Crédit Agricole, and UBS each at 30%, Bank of America, Barclays, and Standard Chartered each at 28%, State Street at 27%, Mizuho and Deutsche Bank both at 22%, MUFG at 18%, Lloyd’s at 17%, and SMBC and Royal Bank of Canada both at 13% (Bitcoin.com News).
Bitcoin
Bitcoin.com
BNP Paribas
Strategy
Street
SanDisk Hit by Market Sell-Off Panic, Goldman Sachs Raises Price Target Against the Trend
Goldman Sachs raised SanDisk's price target from $1,200 to $2,200 and reiterated its "Buy" rating
Hit
Market
Price
Trend
BlackRock, Goldman Sachs, JPMorgan Chase, and 54 other institutions join the UK tokenized financial markets working group
the UK government is accelerating the tokenization of its financial markets. 54 financial institutions, including BlackRock, Goldman Sachs, JPMorgan Chase, HSBC, and UBS, have joined the Wholesale Digital Markets Working Group supported by HM Treasury.Backed by the City of London Corporation, the working group will explore real-world tokenization use cases in the UK financial markets over the next year, with an initial focus on tokenised repurchase agreements (tokenised repo).Chris Woolard, the HM Treasury’s lead on wholesale digital markets, stated in a report that the tokenized financial market represents a "network race" and that the UK must move at the fastest possible pace, or risk missing the opportunity to participate in the global digital financial infrastructure buildout. (CoinDesk)
Backed
CoinDesk
Treasury
摩根大通
贝莱德
Wall Street investment banks’ second-quarter fee income expected to hit four-and-a-half year high, with SpaceX IPO as key catalyst
According to data compiled by Bloomberg, the five largest U.S. investment banks are expected to generate approximately $11.1 billion in investment banking fee income for the second quarter of 2026, a 27% increase year-on-year, marking the highest level since 2021. The growth is primarily driven by the SpaceX IPO and a resurgence in large M&A deals. The SpaceX IPO alone contributed approximately $500 million in fees to the 23 underwriting banks, setting a new record for the highest fees ever generated from a public offering. Goldman Sachs and Morgan Stanley each earned around $100 million from the deal.Additionally, M&A advisory fees for the five major banks are expected to rise approximately 30% year-over-year to over $4 billion. Market observers believe that future listing plans of major tech companies such as SpaceX, OpenAI, and Anthropic could further drive growth in Wall Street investment banking activities. (Financial Times)
Market
Street
Goldman Sachs: IT Services 2Q Guidance Moves Towards Midpoint, IBM Becomes Relative Beneficiary
According to TechFlow Research, Goldman Sachs' July 10 IT Services sector 2Q preview indicated that macro uncertainty has affected client decision-making since April-May, and companies are expected to lower guidance ceilings and anchor to the midpoint. IBM is the sector's only Buy rating (target price $335); software resilience coupled with enterprise AI demand makes it a relative beneficiary, with expected 2Q revenue of $17.86 billion, full-year $71.3 billion, and growth rate of 5.2%. EPAM faces greater downside risk (Neutral, target price $110), with full-year organic growth guidance potentially narrowing from 2.5%-5.0% to 2.5%-4.0%. Cognizant, Globant, and TaskUs all maintain Neutral.
Neutral
Relative
Goldman Sachs, JPMorgan Tighten Prediction Market Trading Rules Amid Rising Insider Trading Concerns
amid growing insider trading concerns surrounding prediction markets, Goldman Sachs has prohibited its employees from trading prediction market contracts related to the bank's own events, elections, financial markets, macroeconomic data, and geopolitics. Financial institutions such as Morgan Stanley, JPMorgan Chase, and Bank of America are also formulating or updating relevant policies. Bank of America, in particular, has begun clarifying prohibited practices in prediction market trading to its employees.Previously, the U.S. Commodity Futures Trading Commission (CFTC) and the Department of Justice accused a Google employee of using non-public information to trade "Search of the Year" related contracts on Polymarket, profiting approximately $1.2 million. Legal experts note that the CFTC still lacks well-established case law in enforcing insider trading rules for prediction markets, and the wide variety of prediction market contracts further complicates regulatory oversight.Currently, Kalshi and Polymarket have respectively launched employment verification tools and collaborated with Chainalysis and Palantir to monitor suspicious trading activities. (CNBC)
Chainalysis
Insider
Kalshi
Market
Polymarket
摩根大通
Strategy returns to the Top 50 U.S. Stock Volume, Surpassing Goldman Sachs
BitcoinTreasuries.NET posted on X platform, stating that Strategy MSTR, a Bitcoin treasury company, has surpassed investment banking giant Goldman Sachs in trading volume and has returned to the top 50 trading volumes of U.S. stocks.
Bitcoin
Monsterra
Strategy
Goldman Sachs: 2Q26 PC Shipments End Nine-Quarter Growth, Component Shortage Lasts Until Early 2028
According to TechFlow Research, Goldman Sachs cited IDC data on July 8 showing that 2Q26 PC shipments totaled 68.2 million units, down 4.9% year-over-year, marking the first decline after 9 consecutive quarters of positive growth, primarily due to storage/memory component shortages and high ASP suppressing demand. Significant divergence among the top five vendors: Apple +10% (9.9% share), ASUS +0.2% (7.4%), Lenovo -2% (24.4%), Dell -5% (13.6%), HP -9% (19.1%). Goldman Sachs expects supply tightness to persist until early 2028, with 2H26 shipments potentially declining further; large vendors will continue to capture share from smaller vendors leveraging supply chain management capabilities, and industry concentration will continue to rise.
Apple
Aspecta
Component
Rocket Lab founder sold a total of 3.275 million shares in this round of selling window at an average price of $87.43
according to the latest Form 4 filing, Rocket Lab (RKLB) founder and CEO Peter Beck sold a total of 3,275,779 shares in this selling window at an average price of $87.43, cashing out a total of $286 million.Peter Beck had previously announced this stock sale. In March of this year, Rocket Lab announced that Peter Beck planned to sell up to 5 million shares of the company's common stock through Goldman Sachs, with the selling window potentially opening as early as the end of June 2026 and closing by July 8, 2026. On the day of the announcement, RKLB's stock price was $60.9.
June
Rocket
Legendary Investor Grantham Criticizes SpaceX: The Market is Chasing "The Most Outrageous Investment Story in History"
Jeremy Grantham, renowned investor, co-founder, and chief investment strategist at GMO, stated that the market might look back on the SpaceX listing in 50 years with a sense of "mockery," calling it "the most outrageous IPO in human history."Grantham believes that SpaceX’s grand vision of "making humanity a multi-planetary species," coupled with the market’s current strong enthusiasm for the company, could be viewed by investors in the future as excessive optimism. "Everyone is lining up to tell you to buy the most outrageous IPO in human history. 50 years from now, people will quote paragraphs from the prospectus and laugh about it," he said.Since SpaceX joined the Nasdaq-100, it has garnered significant institutional attention, but its stock price has faced pressure recently. Currently, SpaceX’s stock is down about 7% from its one-month high, hovering around $150, only slightly above its IPO target price of $135.Wall Street institutions are divided on SpaceX’s future valuation. Morgan Stanley reportedly has given it a $300 price target, while Goldman Sachs analysts estimate a target of around $205. JPMorgan Chase believes that Elon Musk’s goal of achieving $1 trillion in revenue by 2031 is "theoretically achievable" but would require extremely strong execution capabilities.Grantham also pointed out that one of SpaceX’s biggest risks is its heavy reliance on Musk’s personal leadership. He noted that Musk holds approximately 82% of the voting control, which serves as both a key driver of SpaceX’s culture and innovation capability, and a source of risk related to governance structure and leadership changes.However, Grantham acknowledged that SpaceX’s inclusion in the Nasdaq index could generate additional buying pressure. He said that as a large amount of funds tracking the Nasdaq index are forced to allocate to SpaceX stock, market demand may exceed supply, thereby pushing the stock price up.Nevertheless, he believes that in the long run, SpaceX still faces significant challenges. If the valuation logic for the company ultimately holds, the future world could undergo drastic changes driven by the development of artificial intelligence and automation technologies. Conversely, if expectations fail to materialize, this IPO would also become a landmark event in financial history. (Fortune)
Market
Street
Goldman Sachs: LEO Satellite Deployment Accelerating, Over 300,000 in Orbit by 2031
According to TechFlow Research, Goldman Sachs' July 8 Global LEO Satellite Report shows that the number of LEO satellites in orbit reached 10,000 in 2025, is expected to reach 24,000 in 2028, 305,000 in 2031, and could reach 396,000 under the blue sky scenario. SpaceX, Amazon, and others are accelerating deployment; Amazon has received FCC approval to add 4,500 satellites. China's three major constellations, GW/G60/Honghu, plan for over 35,000 satellites. Among the targets covered by Goldman Sachs, US stocks SpaceX, Amazon, Boeing, and Kratos benefit; A-share Tongyu Communication received a buy rating with a target price of 79 yuan; HK-stock ZTE is a core supplier of ground equipment, with about 70,000 satellites awaiting launch in the next five years.
Bitfinex
Fishcake
Freechat
Kratos
Orbit
Orbit
Goldman Sachs Initiates Coverage on SpaceX, Buy Rating, Target Price $205
According to TechFlow Research, Goldman Sachs initiated coverage of SpaceX (SPCX) on July 7, assigning a Buy rating with a 12-month price target of $205. The report breaks down SpaceX into three major businesses: Space, Connectivity, and AI, including launch capacity accounting for over 80% of global mass delivered to orbit, Starlink broadband users expected to reach 96.2 million by 2030, and AI compute capacity expanding from 2 gigawatts to 36 gigawatts (including 26 gigawatts of orbital compute). The core advantage is vertical integration, with self-developed rockets, self-built data centers, and self-trained models; the launch cost per kilogram for Falcon 9 is more than 85% lower than the industry average. Goldman Sachs estimates that from 2026 to 2030, SpaceX will need to issue approximately $270 billion in debt cumulatively, with free cash flow expected to turn positive in Q4 2030.
Price
Space
Starlink
SpaceX IPO Quiet Period Ends, Wall Street Firms Upgrades Ratings in Rapid Succession
as the 25-day quiet period following SpaceX's (SPCX) June IPO comes to an end, Wall Street analysts have begun releasing formal research reports. Multiple major brokerages have issued favorable ratings, indicating institutional investors remain optimistic about the company's long-term growth potential.As IPO underwriters, both Goldman Sachs and Morgan Stanley have assigned buy-equivalent ratings to SpaceX. Goldman Sachs analyst Eric Sheridan set a price target of $205, while Morgan Stanley analyst Adam Jonas gave a target of $300. Additionally, institutions such as Bank of America, Citigroup, Deutsche Bank, JPMorgan, and UBS have also initiated coverage with buy or equivalent ratings. Among them, Raymond James Financial provided the most optimistic forecast; analyst Brian Gesuale initiated coverage of SpaceX with a "Strong Buy" rating and a price target as high as $800, believing SpaceX will become "one of the most representative industrial infrastructure companies of the 21st century."Analysis suggests that market optimism towards SpaceX is primarily based on its布局 (layout/foundation) in areas such as rocket launches, Starlink satellite internet, and government contracts. At the same time, the company's communications business can provide a sustainable source of revenue and support future expansion of launch scale.As of March 31, 2026, SpaceX holds 18,712 Bitcoins. Wall Street believes that the concentrated coverage following the end of the IPO quiet period provides a window for institutional investors to conduct their first systematic assessment of SpaceX's valuation. The fact that nearly all major institutions simultaneously issued positive ratings is relatively rare for large-scale IPOs. (CoinDesk)
based
Brian
CoinDesk
June
Starlink
Street