Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
News Heat Trend
Related news
Goldman Sachs: Circle and USDC Are Moving Beyond the Crypto World, Cross-Border Payments and AI Agents Become the New Battlefield
According to TechFlow Research, minutes from Goldman Sachs' July 5 Circle management meeting indicate that stablecoin growth has decoupled from crypto market cycles, with use cases rapidly expanding towards cross-border payments, consumer e-commerce, capital market settlement, and AI agent payments. USDC accounts for approximately 99% of trading volume in the x402 agent payment protocol. Circle pointed out that the "digital dollarization" trend in emerging markets is accelerating, with USDC becoming a tool to replace local currencies and unreliable banking systems. If passed, Circle believes the CLARITY Act will be a catalyst rather than a headwind; the bill allows issuers to continue revenue sharing to incentivize distribution and encourages usage-based reward mechanisms rather than passive holding.
based
Beyond
Circle
World
x402
Goldman Sachs is bullish on three semiconductor stocks, while warning of the risk of stock price overextension.
According to TechFlow Research, the SOX rose 88% in Q2. Goldman Sachs believes earnings beating expectations is a high-probability event, but pressure from stock prices pricing this in early also exists. Covered stocks are expected to beat expectations across the board this quarter, with AI server chips providing the strongest drive, while Industrials and Automotive still lag behind. The tactical list clearly indicates Overweight on AMAT (target price $645), AMD ($640), and ON ($95); it is cautious on KLAC (Neutral) and ARM (Underweight), and while Q is rated Buy, the risk-reward ratio is weak. Goldman Sachs' 2027 EPS forecast for AMD is 13% higher than market consensus. Memory shows the greatest upside, with SNDK's target price raised from $1,200 to $2,200, STX raised to $960, and WDC raised to $650 (up 240% year-to-date).
Memory
Neutral
Stacks
Data center operator Switch launches $2 billion private financing, a16z leads the investment
According to Bloomberg, data center operator Switch has officially launched a $2 billion private financing round led by a16z. Sources familiar with the matter revealed that Switch's enterprise valuation (including debt) following this financing could approach $50 billion, with an equity value of approximately $19 billion (excluding new investment). a16z is set to invest approximately $400 million. Additionally, Goldman Sachs Group and JPMorgan Chase are assisting in facilitating this financing round, which may prepare Switch for an initial public offering (IPO) as early as next year. Relevant negotiations are currently ongoing, and the financing size, valuation, and timing remain subject to adjustment. Headquartered in Las Vegas, Switch was founded in 2000 and currently operates data centers in Nevada, Michigan, Georgia, and Texas. Its majority equity is held by DigitalBridge, which previously privatized Switch in a transaction valued at approximately $11 billion (including debt) in 2022 alongside investors such as IFM Investors.
Relevant
Switch
摩根大通
Goldman Sachs Bullish on AI Infrastructure, June Trading Near $7 Billion, SMCI Order Backlog $39 Billion
According to TechFlow Research, Goldman Sachs' June 30 AI Project Pulse Monthly Report shows that 7 major transactions tracked in June totaled nearly $7 billion. Argentum AI signed a $4.1 billion contract to deploy 27,000 GB300 GPUs for a leading AI company, supported by a 300MW Poland data center, going online in phases in 2026; India's Yotta Sovereign Cloud procured $2 billion worth of 20,736 B300s and 5,120 B200s, subsequently expanding to six Southeast Asian countries. Crypto mining farm AiOnX acquired 77% equity of Genesis Digital Assets for $500 million, converting 1.3GW of power from 15 mining farms to AI computing power. CoreWeave and Dell built the world's first fully validated Vera Rubin NVL72 rack, with 72 Rubin GPUs plus 36 Vera CPUs; NVDA confirmed mass production in the second half of 2026. SMCI raised $7 billion to address approximately $39 billion in backlog orders, covering more than 20 clients, with funds used to lock in upstream components in advance. Goldman Sachs simultaneously raised its global server market size forecast.
Bullish
CoreWeave
Genesis
Genesis
Genesis Digital Assets
GPU.Net
Goldman Sachs Raises Robinhood (HOOD) Price Target to $121 Again
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $108 to $121.
Price
Robinhood
Goldman Sachs: Asian Stock Market Gains Highly Concentrated, Continue to Bet on North Asia Tech in Second Half
80% of returns in Asian markets come from earnings growth; in the second half of the year, continue to hold onto hardware and chip winners that have already rallied, rather than chasing catch-up gains in lagging sectors.
Market
Goldman Sachs Strategist: Semiconductor Sector Highly Volatile, Favor Large-Cap Tech Stocks
Odaily
Cap
Goldman Sachs: U.S. IPO recovery is robust, but has not yet reached the frenzy levels of the dot-com bubble
According to CoinDesk, Goldman Sachs stated that U.S. IPO activity in 2026 doubled year-on-year, with approximately 50 companies having gone public and issuance volume reaching about $120 billion in dollar terms—matching the full-year record set in 2021. Ben Snider, Goldman Sachs’ Chief U.S. Equity Strategist, noted that this recovery is primarily driven by a wave of large-cap listings and financing demand tied to AI development—a “normal recovery” that remains fundamentally distinct from the speculative frenzy seen during the dot-com bubble. Currently, the average annual number of IPOs stands at roughly 100, far below the 250 IPOs in 2021 and the nearly 400 IPOs recorded at the peak of the 1999 bubble. Notably, crypto firms—including Payward (Kraken’s parent company), Consensys, Ledger, and Grayscale—have postponed or suspended their IPO plans amid market volatility and underwhelming post-listing performance. Meanwhile, high-profile AI- and tech-related IPOs such as SpaceX have successfully listed, drawing institutional capital away from the crypto market and into other sectors—exerting downward pressure on tokens and crypto-related stocks.
CoinDesk
Grayscale
Kraken
Ledger
Meanwhile
Goldman Sachs: Chinese Residents’ Stock Allocation Remains Low Relative to Long-Term Potential
According to a research report recently released by Goldman Sachs’ China macroeconomics team, the asset allocation of Chinese residents is in the early stages of a structural transformation. As the role of real estate in wealth accumulation gradually diminishes and deposit rates remain low, savings may progressively shift towards a broader range of financial assets, with stocks and insurance expected to be the primary beneficiaries in the medium term. “Chinese residents’ stock allocation remains low relative to its long-term potential.”The Goldman Sachs report indicates that the current share of stocks in residents’ assets is less than 10%, suggesting significant room for further asset reallocation as residents gradually broaden their investment horizons. Goldman Sachs also noted that, given residents’ still cautious risk appetite and the uneven distribution of financial wealth, this adjustment is unlikely to be linear or cover a wide population. Even so, if resident confidence stabilizes and capital market returns become attractive, stocks could account for a larger share of new resident savings in the future. (Shanghai Securities News)
Long
Relative
“White-Haired Stock God” Serenity: Continuous-Wave Lasers Could Become Core Bottleneck for AI Optical Interconnects; Related Assets Hold Strategic Value
“White-Haired Stock God” Serenity stated on X platform that he believes the "photonics theme + continuous-wave (CW) laser bottleneck" is one of the most important investment directions in the current AI infrastructure field.Serenity pointed out that the market seems to have overlooked Lumentum's (LITE) market cap growth from about $30 billion in 2024 to over $65 billion, with the core reason being the EML laser supply bottleneck driven by NVIDIA and changes in the optical network architecture.He believes the market is currently experiencing a similar logic, where continuous-wave lasers, 1.6T optical modules, and CPO (Co-Packaged Optics) architecture have become the focus of a new round of industrial upgrades. As NVIDIA continues to sign long-term supply agreements, AMD and other cloud service providers are competing for supply chain resources for continuous-wave lasers and optical components.Serenity cited Goldman Sachs research, stating that the total addressable market (TAM) for the optical communications market could grow to $154 billion by 2028, while the CPO market size is expected to surge from nearly zero to $91 billion within the next two and a half years.He stated that companies including Applied Optoelectronics (AAOI), SIVE, and other continuous-wave laser-related enterprises all hold strategic value, and believes the market may once again replicate the investment opportunities brought by the EML laser supply crunch. He is currently focusing on related assets in the continuous-wave laser supply chain, such as SOI, Tower Semiconductor (TSEM), and SIVE.
Core
Core
EML Protocol
NVIDIA
Optics
Serenity
Bitget launches futures contracts for 10 stocks including KLA Corporation, JPMorgan Chase, and Goldman Sachs, with up to 20x leverage
Odaily reports, according to the official announcement, Bitget has launched futures contracts for 10 underlying assets including KLAC (KLA Corporation), JPM (JPMorgan Chase), GEV (GE Vernova), GS (Goldman Sachs), and LIN (Linde plc), covering sectors such as semiconductor equipment, financial services, energy transition, and South Korea market ETFs. These contracts support up to 20x leverage. For more details, please refer to Bitget's official platform.
Bitget
摩根大通
BitMart Futures to List GS, ROKU, and GDX
According to an official announcement, BitMart Futures will launch GSUSDT, ROKUUSDT, and GDXUSDT perpetual contracts on June 18, 2026, at 17:00 (UTC+8), supporting up to 20x leverage.
BitMart
Gridex Protocol
June
Gate Contract Stock Zone Launches Perpetual Contract Trading for 7 Assets Including KLAC (KLA Corporation) and GS (The Goldman Sachs Group)
according to official sources, Gate Contract Stock Zone launched perpetual contract trading (USDT settlement) for KLAC (KLA Corporation), GS (The Goldman Sachs Group), ROKU (Roku), GDX (VanEck Gold Miners ETF), ALAB (Astera Labs), TXN (Texas Instruments Incorporated), and IONQ (IonQ) at 14:00 on June 18 (UTC+8), supporting leverage of 1-20x.
Gate
Gridex Protocol
June
Tether
Zone
Zone
Prometheus, an AI startup founded by Jeff Bezos, has closed its Series B funding round of $12 billion, valuing the company at approximately $41 billion.
According to GeekWire, Prometheus, an AI startup co-led by Jeff Bezos as co-CEO, has announced a $12 billion Series B funding round, valuing the company at approximately $41 billion. Investors include JPMorgan, BlackRock, Goldman Sachs, DST Global, and Arch Venture Partners.
Arch
Arch
Arch
Jeff
Strategy's stock trading volume surpasses Goldman Sachs, ranking as the 27th most actively traded stock in the US
BitcoinTreasuries.NET posted on platform X, stating that the US stock trading volume of Bitcoin treasury company Strategy (MSTR) has surpassed that of investment bank Goldman Sachs, making it the 27th most actively traded US stock.
Bitcoin
Monsterra
Strategy
“White-Haired Stock Guru” Serenity: Bullish on Long-Term Opportunities in Chinese Stocks, Foreign Investor Perspectives May Be Underestimated by the Market
“White-Haired Stock Guru” Serenity posted on X platform, stating that the public often interprets his stock picks as “harvesting retail investors,” but he hopes his recommended targets can change the market’s perception that certain stocks are only suitable for short-term speculation, and prove that high-quality companies also possess long-term holding value.Serenity pointed out that the only Chinese concept stock he recommended last year was the optical module manufacturer Zhongji Innolight (Innolight), which has since hit an all-time high, achieving a cumulative gain in the triple digits. He stated that his investment logic is primarily based on Western institutional research frameworks, comprehensively referencing research views from institutions such as JPMorgan Chase and Goldman Sachs, and focusing closely on demand changes from US cloud computing giants like Google and Microsoft.Furthermore, Serenity mentioned that when researching individual stocks, he also continuously evaluates geopolitical and game theory factors, for example in his analysis of companies like AXT. He believes that the perspective of foreign investors can bring different types of Alpha to the Chinese stock market, and he looks forward to further exploration of investment opportunities in the Chinese stock market in the future.Regarding the rumor circulating in the market that there is a Chinese institutional team behind him, Serenity denied it, emphasizing that he is just an individual investor who shares his investment thoughts daily. English is his primary language, and since most of his content is posted via mobile phone, posting over 20 times a day, occasional spelling errors are normal.
Alpha
based
Bullish
Furthermore
Long
Market
Goldman Sachs and JPMorgan Explore "Computing Power Financialization," Plan to Launch GPU Rental Futures to Hedge AI Risks
sources familiar with the matter have revealed that Goldman Sachs and JPMorgan are exploring trading methods based on the cost of computing power, including futures contracts linked to GPU rental prices. As one of the scarcest resources amid the AI boom, related futures for GPUs are expected to be listed on exchanges later this year.Industry insiders stated that this move reflects how the influx of hundreds of billions of dollars into data centers and the chip sector is reshaping the financial market landscape. For banks financing the construction of AI infrastructure, such innovative instruments could become a new means of risk management. (The Information)
based
GPU.Net
Hedge
Hedge
Node AI
摩根大通
Bitget has listed spot tokens for 45 stocks including IBM, Goldman Sachs, and Citigroup
According to the official announcement, Bitget has listed a total of 45 US stock and popular ETF spot tokens, including rIBM, rGS, rC (Citigroup), rAXP (American Express), and rJNJ (Johnson & Johnson). These cover multiple popular sectors such as cloud services and cybersecurity, fintech and new consumption, semiconductors, and commodity ETFs. For more details, please refer to the Bitget official platform.
Bitget
Goldman Sachs: Recent Decline in US Tech Stocks Is a Healthy Correction
Christian Mueller-Glissman, head of asset allocation research at Goldman Sachs, stated that the recent sell-off in the technology sector is a healthy signal following an increase in speculative positions in tech stocks.Christian Mueller-Glissman said: "This was a very strong upward rally that significantly pushed these momentum stocks higher. A bit of consolidation might not be a bad thing."After Broadcom released a disappointing earnings outlook, Mueller-Glissman warned against generalizing the performance of highly cyclical tech hardware and semiconductor sectors. In his view, the biggest threat to the stock market would be if investors begin to question the strong earnings growth that has driven the market higher so far this year. (CNBC)
Goldman Sachs: Expects SpaceX’s AI Revenue to Surge 100-Fold by 2030
Goldman Sachs expects SpaceX’s AI revenue to surge 100-fold by 2030. (Jin10)
Fold
Surge
Surge
Surge
Surge