Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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HIFI Closes $37 Million Series A Funding Round Led by Left Lane Capital
According to The Block, New York-based stablecoin payment and tokenized asset company HIFI has announced the completion of a $37 million Series A financing round led by Left Lane Capital. Proceeds from the funding will be used to expand its tokenized capital market infrastructure and product lines. HIFI provides API infrastructure that integrates fund flows, compliance, and settlement capabilities, currently processing over $7 billion annually across 87 countries. Prior to this round, HIFI participated in a tokenized securities production trade co-hosted by DTCC, BlackRock, Goldman Sachs, and Nasdaq in July. Later this month, it partnered with Visa to extend its stablecoin settlement platform to remittance and card payment scenarios, initially supporting stablecoin settlements for more than 4 billion Visa cards globally.
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Block
HIFI
Hifi Finance
The Block
Visa
Goldman Sachs: Fed to Raise Rates Twice Before Concluding Cycle, Inflation Falling Faster Than Expected
Goldman Sachs expects core inflation to decline faster than the committee anticipates, signaling that the current tightening cycle is nearing its end. The ECB is projected to raise rates to 2.75% in December, and the BoE to 4% in November. S&P 500 EPS is forecast to increase by 36% in 2026, before moderating to 11% in 2027. AI-related bond issuance is estimated at $420 billion for 2027. Goldman Sachs holds a bullish outlook on gold and long positions in refined petroleum products for 2027, while noting substantial upside potential for the renminbi.
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Goldman Sachs: SK Hynix Target Price 3.5 Million Won on Rising HBM Pricing
Goldman Sachs sees continued HBM and DRAM supply tightness, with LTAs providing demand visibility, and reaffirms its Buy rating. It recommends tracking HBM pricing and progress on LTA coverage.
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Goldman Sachs: Samsung Target Price at 490,000 Won as Memory Supply and Demand Remain Tight
Goldman Sachs identifies three factors supporting Samsung’s earnings outlook: tight memory supply and demand, long-term agreements locking in demand, and HBM absorbing production capacity. The bank advises monitoring progress on long-term agreements and clarity on shareholder return policies as catalysts for assessing upside potential.
Memory
Price
Goldman Sachs: SEC Greenlights Tokenized Stocks, COIN Primary Beneficiary Despite Limited Impact
According to Chaoxiang Research, Goldman Sachs’ September 18, 2026 research report indicates that the SEC issued an order on September 17 granting a five-year conditional registration exemption to designated exchanges and liquidity providers, permitting them to offer tokenized stock trading in the United States. The exemption requirements include the mandatory use of automated market maker (AMM) order books, eligibility restricted solely to native tokenized stocks, and issuers retaining the right to veto tokenization prior to trading commencement. Goldman Sachs assesses that Coinbase (COIN) will derive the greatest benefit, as its current tokenized stock product already satisfies most exemption criteria; Robinhood (HOOD) will need to develop new offerings; and traditional exchanges are expected to experience limited direct impact.
Coinbase
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Goldman Sachs: S&P 500 earnings up 26%, but not a bubble
According to Chaowang Research, Goldman Sachs' September 17, 2026 research report indicated that the S&P 500's second-quarter earnings per share grew 51% year over year, up 26% over the preceding four quarters. Goldman Sachs views the earnings surge as exceptional but not reflective of a bubble. Under the base-case scenario, the projected slowdown will not result in a collapse, with EPS growth forecast at 11% for both 2027 and 2028, reaching $415 and $460 respectively, supported by a 12-month price target of 8,700 points. AI capital expenditure accounted for nearly half of this year's earnings growth, but its contribution is expected to taper from 11 percentage points in 2026 to 7 percentage points in 2027, before turning negative at -1 percentage point in 2028. Goldman Sachs identifies AI capex, semiconductor margin expansion, and equity investment gains as three temporary tailwinds, all of which are projected to diminish next year. Should semiconductor gross margins retract from 70% to their 15-year average of 55%, S&P 500 earnings would decline by approximately 10%. The bank advises tracking the progress of AI productivity replacing capital expenditure as the primary growth driver, noting that current market pricing already factors in earnings deceleration but has yet to price in a bubble-busting scenario.
Goldman Sachs Maintains Gold Price Target at $5,400 Per Ounce by End of 2027
Goldman Sachs stated that despite the Federal Reserve's rate hike yesterday, it has maintained its unchanged forecast for gold prices at the end of 2027, with a target price of $5,400 per ounce.
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Goldman Sachs expects the Fed to hike rates by another 25 basis points in October
Goldman Sachs now expects the Federal Reserve to raise rates by another 25 basis points in October, reversing its previous forecast of a pause after a September hike. (CoinDesk)
CoinDesk
Goldman Sachs: FOMC Hikes Rates by 25 Basis Points to 3.75%-4.00%, Could Raise Rates Once More This Year
According to Chaowang Research, Goldman Sachs' research report dated September 16, 2026, indicates that the Federal Reserve will raise the target range for the federal funds rate by 25 basis points to 3.75%-4.00%, marking its first rate hike since July 2023 and passing unanimously. The dot plot median indicates another rate hike in 2026, unchanged policy in 2027, and an increase in the long-run federal funds rate expectation from 3.06% to 3.25%. The SEP raises the 2026 core PCE inflation forecast to 3.4% and the overall PCE to 3.7%.
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Goldman Sachs: Server Market Seen at $1.5 Trillion, Dell's Share Rises to 29%
According to Chaoxiang Research, a Goldman Sachs research report dated September 15, 2026, indicates that Group 650 has revised its 2030 overall server market size forecast upward to $1.5 trillion, projecting a 39% compound annual growth rate from 2025 to 2030. AI servers are expected to reach $1.3 trillion, with a 46% compound annual growth rate, while traditional servers will account for approximately $192 billion, with a 17% compound annual growth rate. Dell's traditional server market share rose to 29% in the second quarter, and its AI server share increased to 17%. NVIDIA holds a 42% share of the AI server market, while white-box vendors account for 24%. Goldman Sachs believes the AI server market remains dominated by chipmakers and white-box vendors, leaving limited room for branded server vendors. Goldman Sachs maintains a Buy rating for Dell with a target price of $570; maintains a Buy rating for HPE with a target price of $75; and assigns a Sell rating to SMCI with a target price of $34.
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Goldman Sachs: eToro Crypto Trading Rises 280% Month-over-Month, Price Target Cut to $34
According to Chaoxiang Research, a Goldman Sachs research report dated September 14, 2026 states that eToro's August cryptocurrency trading volume reached 5.3 million transactions, up 280% month-on-month and down 4% year-on-year. ECC transactions totaled approximately 52 million, rising 7% month-on-month and 31% year-on-year. Total commissions amounted to $42.8 million, marking a 19.7% month-on-month increase. August saw a net addition of 40,000 accounts, bringing the total account base to around 4.3 million, with assets under management at $20.2 billion. Goldman Sachs has lowered its eToro price target from $36 to $34, maintaining a Neutral rating. At the current price of $30.35, there is a 12% upside potential.
August
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Neutral
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19 of 22 Wall Street institutions expect the Fed to raise rates in September, with most anticipating a 50 basis point hike
Odaily reports: 19 of 22 major Wall Street institutions expect the Federal Reserve to raise interest rates in September, with most anticipating a 50 basis point hike.Specifically, Goldman Sachs expects a 25 basis point hike; Bank of America, Deutsche Bank, and RBC expect a 75 basis point hike; JPMorgan Chase, Morgan Stanley, Barclays, Citi, HSBC, UBS, and most other institutions expect a 50 basis point hike. Additionally, Jefferies expects the next rate adjustment to be a 25 basis point cut in December, while Oxford Economics expects a rate cut only in 2027. (Cointelegraph)
Cointelegraph
Rubic
Street
摩根大通
AI cybersecurity company Exein announced the completion of a €234 million funding round, valuing the company at €1.4 billion.
According to EU-Startups, Rome-based Physical AI cybersecurity company Exein has announced the completion of a new funding round totaling €234 million (approximately $270 million), valuing the firm at €1.4 billion (around $1.7 billion) and making it Europe's most highly valued cybersecurity startup. The round was led by Headline, with participation from Sofina, Goldman Sachs, the European Investment Bank, KfW Capital, and T.Capital, while J.P. Morgan concurrently expanded its revolving credit facility.
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Rome
Wintermute: BTC ETF Records First Net Outflow Since June as Market Awaits Fed Rate Decision
In a write-up by Wintermute OTC trader @Jjay_dm, BTC ETFs recorded a net outflow of $463 million for the week ending September 14, marking the first negative reading since June's lows. ARK and Grayscale alone accounted for combined outflows of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% for the week to close at $76,838, making it the worst-performing asset, while Ethereum dipped 1.5% and altcoins collectively gained 1.0%. On the macro front, the US August CPI came in at 0.4% month-on-month (core 0.3%), exceeding the expected 0.2%, while the PPI annual rate hit 5.4%, prompting Goldman Sachs to upgrade its September rate outlook from "hold steady" to "increase." The market has now priced in an 87% probability of a 25-basis-point hike on Wednesday. Meanwhile, ongoing escalation in Middle East tensions pushed Brent crude past $105/barrel, and the 10-year US Treasury yield reached a 20-year high. Wintermute stated that following the shift to negative ETF flows, it favors a neutral over a bullish market stance. Two key catalysts this week: ① On Tuesday, the US Senate will hold a procedural vote on the CLARITY Act (Crypto Market Structure Act), which requires 60 votes to pass; ② On Wednesday, the Fed will announce its interest rate decision. While the rate hike itself is already fully priced in, subsequent hawkish commentary (particularly any signals pointing to continued tightening into Q1 2027) could exert downward pressure on the crypto market.
Ark
Ark
August
Bitcoin
Ethereum
Grayscale
More than 12 banks, including Goldman Sachs and JPMorgan, expect the Fed to raise rates by 25 basis points in September
Odaily reports: More than 12 banks, including Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley, expect the Federal Reserve to raise interest rates by 25 basis points on September 16. The CME FedWatch tool shows that market pricing puts the probability of a September rate hike at 87.3%, up from 61.9% at the end of August.The U.S. core consumer price index rose 0.3% month-over-month in August, versus market expectations of 0.2%. The current federal funds rate target range is 3.50% to 3.75%. HSBC expects the Fed to raise rates in both September and December, while UBS expects a cumulative 50 basis points of tightening by year-end.The Federal Open Market Committee will begin a two-day meeting on September 15 and will announce its rate decision on September 16. Bitcoin previously briefly broke above $79,000 before falling back to around $77,000. (Bitcoin.com News)
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Bitcoin
Bitcoin.com
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Open
摩根大通
Goldman Sachs: Meta Launches Tiered Muse Subscriptions, Sets $725 Price Target
Goldman Sachs believes that Muse marks a shift in consumer AI from passive conversation to active task execution, and Meta's scale and distribution advantages are the hardest-to-replicate assets in the competition for consumer AI agents. Risks include consumer data privacy concerns and consistent performance execution.
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Tom Lee: Core PCE Could Fall 100 Basis Points Without Rate Hikes
Tom Lee posted on X platform, agreeing with Mark Zandi's view that the Federal Reserve does not need to immediately choose between two options and can wait. Goldman Sachs estimates that the supply shock driving core PCE higher currently stands at 1.75 percentage points and will weaken by 100 basis points to 0.75 percentage points by early 2027; without rate hikes, core PCE will fall by 100 basis points. He stated that when the market is positioned for bearish news, the market may rise after the event occurs.
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Basis
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Core
AI startup Temporal completes $550 million in funding, reaching a valuation of $12.55 billion.
According to Reuters, AI startup Temporal announced the completion of a $550 million late-stage funding round, more than doubling its valuation to $12.55 billion over seven months. The round was led by Lightspeed Venture Partners, with Wellington Management, Growth Equity under Goldman Sachs Alternatives, and Tiger Global participating as co-leads. SV Angel and T. Rowe Price Associates advisory accounts also participated, while existing investors Andreessen Horowitz (a16z), Sequoia Capital, and GIC continued their investment. The funds will be used to expand global operations and advance platform R&D. Founded in 2019, Temporal develops open-source software that helps applications, including AI agents, recover from failures, reducing the need for engineers to write custom recovery code. Its customers include OpenAI, Snap, Nvidia, Netflix, and JPMorgan Chase. The company employs 570 staff members and maintains an annualized revenue run rate of over $250 million, representing more than double year-over-year growth. In February this year, the company completed a round led by a16z at a $5 billion valuation
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Temporal
Temporal
Goldman Sachs: Micron's Quarterly Revenue Seen at $51.9 Billion, Capital Returns Take Center Stage
According to Chaoxiang Research, Goldman Sachs' September 11, 2026 research report projected Micron's current quarter revenue at $51.9 billion, gross margin at 87.3%, and earnings per share at $32.54, all surpassing market consensus. Goldman Sachs expected guidance for the November quarter to show revenue of $57.7 billion and earnings per share of $37.06. The firm forecasted CY26 revenue at $262.3 billion, 1% above market consensus. Goldman Sachs maintained a neutral rating on Micron with a 12-month price target of $1,100, representing a 12.5% upside from the September 10 closing price of $977.41.
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Goldman Sachs: 30-Year U.S. Treasury Yield at 5.3%, Bull Market Will Still Continue
According to TechFlow Research, Goldman Sachs' Sept. 11, 2026 research report indicates that the 30-year U.S. Treasury yield has risen to 5.3%, marking its highest level in nearly two decades, while the 10-year U.S. Treasury yield has climbed to nearly 5%, reaching a new high since October 2023. The S&P 500 forward P/E ratio has declined from 22x at the start of the year to 19x, and the index remains within 2% of its historical peak. Goldman Sachs economists expect the Federal Reserve to raise interest rates by 25 basis points next week.
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Treasury