Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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Goldman Sachs: Palantir Up 15% After Earnings, Price Target Raised to $204
According to TechFlow Research, Palantir's Q2 revenue was $1.95 billion, up 93% year-over-year, beating market expectations by 7%, with the after-hours stock price rising 15% following the earnings release. U.S. commercial business grew 150% year-over-year, accelerating further from 133% in the previous quarter. U.S. government business grew 90% year-over-year, also higher than 84% in Q1. Average revenue from the top 20 customers was $124 million (up 67% year-over-year), total contract value was $2.1 billion (up 118% year-over-year), and net revenue retention rate was 157%. Goldman Sachs raised its 12-month price target from $183 to $204, maintaining a Neutral rating, implying approximately 62% upside potential. Goldman Sachs believes enterprise AI deployment is shifting from single models to multi-model combinations, and sovereign AI demand is creating incremental opportunities. Palantir helps enterprises embed AI into workflows while retaining data control, and this positioning could become a growth catalyst for the next phase. Goldman Sachs also raised revenue forecasts for 2026 to 2028, with main concerns being that commercial business growth may slow down during a macro downturn.
Neutral
Price
Ray Dalio: AI Bubble Severity Comparable to Eve of 1929 Great Depression and 2000 Internet Crash
According to Fortune magazine, Bridgewater Associates founder Ray Dalio issued his strongest market warning to date on the "CEO Diary" program, explicitly stating that the current market bubble driven by the AI boom has exhibited "classic characteristics" highly similar to those on the eve of the 1929 Great Depression and the 2000 internet bubble. He directly expressed agreement with the assessment made by Jeremy Grantham, co-founder of GMO and a previous guest on the same program, who called it "the largest investment bubble in American history." Dalio pointed out that the core crisis of the bubble lies in the "confusion between wealth and money"—the paper wealth held by investors cannot be directly consumed. Once the market reverses and everyone sells off simultaneously, asset prices could plummet from $100 to $25, while debt remains not a penny less. He also identified two trigger factors for "bursting the bubble": rising interest rates and a surge in stock issuances. Currently, SpaceX has completed the largest IPO in history, and Anthropic and OpenAI are rushing to list with trillion-dollar valuations, which is precisely the real-world manifestation of the latter. In terms of bubble judgments, Wall Street institutions such as Goldman Sachs, Apollo, and BCA Research are also shifting stance, acknowledging that there is an "earnings bubble" in the technology sector rather than a simple valuation bubble. Dalio places this round of risk within his "Big Cycle" framework, warning that the bubble bursting is not only a financial event but could also become a trigger for political polarization and geopolitical conflicts—at that time, the real risk may not be portfolio losses, but rather with
Apollo
Bitcoiva
Eve
Street
MGBX to List GSUSDT, SMHUSDT, PYPLUSDT Perpetual Contracts
Odaily News: According to official sources, MGBX will list GSUSDT, SMHUSDT, and PYPLUSDT perpetual contract trading pairs at 18:00 (SGT) on August 4, 2026. Trading will open at 18:00 (SGT) on August 4, 2026, with support for up to 25x leverage.Goldman Sachs is a long-established financial institution founded in 1869, renowned as one of the world's leading investment banks. The SMHUSDT perpetual contract tracks the price of the VanEck Semiconductor ETF, one of the largest and most liquid exchange-traded funds (ETFs) focused on the semiconductor industry globally. Additionally, PayPal, spun off from eBay in 2015, focuses on online transactions, providing electronic payment solutions for merchants and consumers.
August
MGBX
PayPal
SharedStake
Goldman Sachs: AI Enterprise Adoption Rate Rises to 21.5%, Data Center Construction Jobs Increase by 290,000
According to TechFlow Research, Goldman Sachs' July AI Adoption Tracker Report shows that the U.S. corporate AI adoption rate rose to 21.5%, an increase of 0.9 percentage points from the previous month, and is expected to reach 24.3% in six months. The Gallup survey shows that 47% of U.S. employees stated that their organizations have adopted AI, higher than 41% in the previous quarter. Semiconductor revenue is expected to reach $834 billion by the end of 2026; AI-related hardware investment has surpassed 2022 levels, reaching $463 billion, accounting for 1.4% of GDP. Data center-related construction jobs have increased by 290,000 since 2022, with an average monthly increase of about 14,000. Layoffs caused by AI cumulatively reached 102,000 in the first half of the year. Goldman Sachs believes that AI is moving from the proof-of-concept stage to the actual deployment stage, economic penetration is accelerating, but the labor impact remains concentrated in specific industries. Academic research shows that AI boosts productivity by an average of about 23%, and industries with higher adoption rates have shown signs of accelerated productivity growth. Goldman Sachs' judgment is that AI is reshaping the economic structure, and the market may be underestimating the depth of AI's integration into the economic system. Goldman Sachs Research Report Analysis: Corporate AI adoption rate rose to 21.5%, data center construction jobs increased by 290,000.
Center
DataPig
Goldman Sachs: August Conviction List Adds 6 Stocks, AI Theme Expands to Consumer and Industrial
According to TechFlow Research, Goldman Sachs released the monthly update of its US Stock Conviction List on August 3, adding Applied Materials (AMAT), Delta Air Lines (DAL), Microsoft (MSFT), O'Reilly Automotive (ORLY), Viking Holdings (VIK), and UPS (United Parcel Service), and removing Broadcom (AVGO), Dick's Sporting Goods (DKS), Johnson & Johnson (JNJ), and ServiceNow (NOW). In July, the S&P 500 Equal Weight Index outperformed the S&P 500 Index by approximately 435 basis points, and index correlation fell to a near-decade low. Goldman Sachs believes the stock selection environment is improving following the unwinding of AI momentum, with new additions spanning six sectors: semiconductor equipment, aviation, logistics, auto parts, cruise lines, and enterprise software. MSFT and AMAT carry the AI computing power logic, while the four non-AI stocks bet on economic and consumer resilience. The four removed stocks still maintain a Buy rating; their removal reflects the committee's view that there are more attractive opportunities on the current list.
August
ChangeNOW
Conviction
Lines
NOWChain
Parcel
Goldman Sachs: Global AI Investment Nears 1 Trillion, Market Commonly Uses 800 Billion, Omits 200 Billion
According to TechFlow Research, a Goldman Sachs research report on August 2 pointed out that the market commonly uses approximately $800 billion capex of hyperscalers in 2026 to estimate AI investment, which actually underestimates the global scale by about $200 billion. After adjustments for private companies, non-US enterprises, etc., Goldman Sachs estimates global AI investment in 2026 to be approximately $1.019 trillion, with the US at approximately $581 billion. The figures derived from three independent estimation methods (Augmented Hyperscaler Method, Gross Profit Adjustment Method, Trade Data Method) are highly consistent. AI investment as a share of US GDP is expected to rise from 1.8% in 2026 to 2.5% in 2027, reaching 2.8% in 2028, entering the historical range of general-purpose technology infrastructure cycles.
August
DataPig
Market
Goldman Sachs: Cloud Vendors capex Raised to $220 Billion, ASML and Other Semiconductor Equipment Manufacturers Directly Benefit
According to TechFlow Research, Goldman Sachs' July 31 research report pointed out that the capital expenditures of the four major cloud vendors continued to be upwardly revised in the second quarter. Amazon raised its 2026 cash capex guidance from $200 billion to $220 billion, Google raised its guidance to $195-205 billion, and Meta narrowed its range to $130-145 billion. TSMC's revenue guidance was revised up to growth of over 40%, and capital expenditure was raised to $60-64 billion. Lam Research raised its 2026 WFE estimate to the $150 billion range, KLA similarly raised its estimate to over $150 billion, and believes $190 billion is a reasonable level for 2027. Goldman Sachs believes the AI capital expenditure transmission chain is strengthening at each level, from cloud vendors to foundries to equipment vendors, with every link confirming demand. ASML benefits from EUV and advanced DUV demand, ASMI benefits from ALD and epitaxy demand, BESI benefits from the adoption of custom chips and advanced packaging investment, Nebius benefits from the expanding compute gap, and Technoprobe benefits from increased testing intensity. Goldman Sachs assesses that the market may have underestimated the sustainability and breadth of benefits in the upstream equipment segment.
AladdinDAO
Directly
Mingshi-affiliated quantitative firm Jupiter's fund loses over 40% in July
Odaily News: Jupiter Research Capital, affiliated with China's well-known quantitative investment firm Mingshi Investment, has suffered heavy losses during the sharp decline in AI-related stocks, with net value dropping over 40% in just over three weeks since July.Investor update data shows that the fund lost less than 7.5% in the first three trading days of July, but losses had widened to approximately 43% by July 24. The fund, which managed around $186 million earlier this year, employs a market-neutral strategy with 2-4x leverage.Recently, as concerns over the sustainability of AI investment have intensified, stocks across the global AI supply chain have pulled back sharply, putting pressure on hedge funds heavily exposed to AI themes. Goldman Sachs noted a "quantitative earthquake" in the Chinese market, where momentum strategy reversals have triggered unwinding pressure on AI and small-cap related positions. (Bloomberg)
Jupiter
Data: Over 500,000 Korean leveraged retail accounts may have been fully liquidated
The Kobeissi Letter posted on X, citing Goldman Sachs data, that as of July 13, over 1.2 million leveraged retail trading accounts in South Korea triggered margin calls, with an estimated 320,000 to 360,000 accounts having been fully liquidated, accounting for approximately 3.4% of South Korea's adult population. And as the Korea Composite Stock Price Index (KOSPI) has fallen by about 18% since July 13, it is now estimated that the number of accounts that have been fully forcibly closed has exceeded 500,000.
Price
Goldman Sachs: US Stocks Range-Bound in August, Deleveraging Nearing End
According to TechFlow Research, Goldman Sachs' research report on July 29 pointed out that the 5-year historical percentile of the total leverage ratio of global accounts remains at the 93rd percentile, the hedge fund long-short ratio has decreased from 5.7 times to 3.2 times, and deleveraging progress exceeds 90%. In July, net inflows into US stock funds were $34 billion, marking the third highest level for the same period in nearly 20 years. The S&P 500 fell below the short-term trigger level of 7,453 points; if it continues to decline, it will trigger concentrated CTA selling. Goldman Sachs estimates that systematic strategies hold approximately $196.3 billion in US stock long positions, with CTA positions at the 44th percentile. Goldman Sachs judges that US stocks are unlikely to have a trending market in August, with overall performance dominated by range-bound oscillation. Buybacks are the most certain buying support in August; currently, about 31% of S&P 500 constituents are in the buyback window, and it is expected that over 90% of companies will end the quiet period by mid-August. However, seasonal capital outflows, quantitative selling, and conservative institutional positions jointly suppress upward space. Goldman Sachs recommends reverse dispersion strategies and IWM put options as hedging tools.
August
Bound
Cross The Ages
Range
Goldman Sachs Tests Market for Microsoft-Linked Data Centers, Plans to Issue $5.4 Billion Debt
According to Bloomberg, Goldman Sachs Group is gauging investor appetite for a potential $5.4 billion debt issuance plan, with the proceeds to be used to support the QTS data center project under Blackstone tied to Microsoft. The debt structure includes approximately $4.9 billion in secured bonds and approximately $500 million in term loans. Affected by recent sell-offs in AI-related debt, the issuance timing is still under discussion, and the plan remains uncertain.
Market
Binance to Add 10 bStocks as Margin Assets on July 29, 2026
According to an official announcement, Binance will add 10 bStocks tokens as eligible collateral assets in Cross Margin, Portfolio Margin, and Portfolio Margin Pro at 12:00 (UTC) on July 29, 2026. These include Apple (AAPLB), BloomEnergy (BEB), Amazon (AMZNB), Direxion Semiconductor Bear 3X ETF (SOXSB), Dell (DELLB), FluenceEnergy (FLNCB), Applied Materials (AMATB), PayPal (PYPLB), Goldman Sachs (GSB), and VanEck Semiconductor ETF (SMHB). The corresponding trading pairs will be available for margin trading. This feature is only available to VIP3 users and above, and is subject to regional restrictions.
Apple
Binance
PayPal
VIP3
Robinhood Meme Coin Weekly Trading Volume Surpasses Solana, Tokenized Stock Holders Rank First but Asset Size Accounts for Only 1% of Market
Approximately one month after its launch, Robinhood Chain has surpassed Solana in two metrics: Meme coin trading volume and the number of tokenized stock holders. On-chain data shows that Robinhood Launchpad's weekly trading volume reached $1.23 billion, surpassing Solana's core Meme coin platform PumpSwap's $1.22 billion for the first time; in terms of tokenized stock asset holders, Robinhood Chain leads with 330,000 users, followed closely by Solana with 281,000, while BNB Chain ranks third with 214,000. However, the lead in holder count has not translated into an advantage in asset scale—Robinhood Chain accounts for only about 1% of the over $2 billion tokenized stock market. Additionally, Meme coin hype cooled off towards the end of the month, with the chain's DEX daily trading volume falling from a peak of $900 million to around $500 million. To date, Robinhood Chain has generated cumulative revenue of approximately $3 million. On the stock front, institutional analysts from Bernstein, Goldman Sachs, and others maintain a bullish outlook on HOOD stock, with a target price of $122, representing approximately 31% upside potential from the current price of $92.7.
Binance
BNB Chain
Chain
Market
NewDex
Robinhood
Goldman Sachs: China AI Developers May Shift to "Paid Weights" Commercial Licensing Model
According to the South China Morning Post, Goldman Sachs stated that as the usage of Chinese AI models grows rapidly globally, Chinese AI developers may start charging commercial licensing fees to cloud platforms in the future to host their open-weight models.
Goldman Sachs: Apple Market Cap Overtakes Nvidia, Price Target Raised to $370
According to TechFlow Research, on Monday (July 27), Apple rose over 1%, with its market cap reaching $4.94 trillion, surpassing Nvidia's $4.78 trillion to return to the top spot in global market cap. Over the past month, Apple outperformed the Nasdaq 100 Index by 23 percentage points, marking the largest single-month excess return since 2005. Goldman Sachs raised the target price from $330 to $370 on the same day, maintaining a Buy rating, citing increased confidence in the iPhone upgrade cycle and AI strategy. Apple will release its Q3 earnings report on Thursday, with the market expecting EPS to be $1.89. This market cap overtaking occurred against the backdrop of growing investor concerns over the ROI on huge AI capital expenditures, with Google's FCF turning negative and Nvidia facing sell-offs, while Apple became a safe haven instead due to restrained AI spending.
Apple
Cap
Market
Price
Coinbase CEO Urges US Senate to Advance CLARITY Act Vote
: Coinbase CEO Brian Armstrong posted on X platform on July 27, urging the U.S. Senate to advance the vote on the CLARITY Act, stating that the bill was formed through years of bipartisan negotiations. Armstrong stated that the CLARITY Act would strengthen law enforcement powers, introduce new consumer protections, and provide a federal regulatory framework for the digital asset industry. He noted that there are currently no federal laws in the U.S. that protect consumers or support the development of the industry within the country. On July 22, U.S. Senate Republicans released an updated version of the CLARITY Act text, covering disclosure standards, registration requirements, anti-fraud provisions, and expanded anti-money laundering obligations for digital asset market participants. BlackRock, Fidelity Investments, Charles Schwab, and Goldman Sachs CEO David Solomon have expressed support for the bill.
Brian
Coinbase
Solomon
Asset manager Franklin Templeton, with $1.79 trillion in assets under management, supports the CLARITY Act
Asset management firm Franklin Templeton announced its support for the CLARITY Act on July 27. Franklin Resources had previously disclosed that as of June 30, its assets under management totaled $1.79 trillion, up from $1.78 trillion a month earlier. Franklin Templeton stated that the CLARITY Act would establish clearer rules for digital assets, help investors understand the protections available, and increase corporate certainty regarding the division of federal regulatory responsibilities. BlackRock, Fidelity Investments, Goldman Sachs, and Charles Schwab have previously publicly supported this market structure bill. Senate Republicans released an updated version on July 22, proposing to divide the regulatory oversight of digital assets between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).
Franklin
Franklin Templeton
June
BlackRock Supports CLARITY Act as Senate Legislative Window Narrows
: The world’s largest asset management company, BlackRock, has expressed support for the CLARITY Act. Samara Cohen, Senior Managing Director and Head of Global Market Development at BlackRock, stated the bill represents a significant step toward establishing an investor-first regulatory framework for digital assets. Cohen stated the bill will help shape the next phase of market structure in the US by supporting innovation while maintaining transparency, resilience, and investor protection. Fidelity, Goldman Sachs CEO David Solomon, and Charles Schwab have previously expressed support for related legislation or clearer digital asset rules. Last week, the US Senate Republicans released an updated version of the CLARITY Act, integrating work from both the Senate Banking Committee and the Agriculture Committee. Senate Majority Leader John Thune indicated that relevant Senate work could extend beyond the August recess. Crypto advocacy group Stand With Crypto stated that it has sent over 925,000 emails to Congress in 2025, exceeding 1.1 million contacts with Congress since its founding. The organization said each Senate vote on the CLARITY Act will be included in a public congressional scorecard.
August
Market
Solomon
Stand
贝莱德
Goldman Sachs Endorses CLARITY Act, Stating It Will Establish a Fair Regulatory Framework for the Crypto Market
Goldman Sachs Group CEO David Solomon stated that while the CLARITY Act is not perfect, he supports its advancement, believing it will establish a clearer and fairer regulatory framework for the digital asset market, enhance market stability, and promote innovation.Solomon said the most significant implication of the CLARITY Act is "creating a level playing field, allowing the market to develop healthily." This stance contrasts sharply with that of some banking executives, such as JPMorgan CEO Jamie Dimon. They argue that the bill, by allowing crypto companies to offer stablecoin products similar to interest-bearing deposits without assuming the same regulatory requirements as banks, could weaken the competitiveness of traditional banks.Currently, Republican senators in the U.S. have released a revised text of the CLARITY Act, which could be submitted to the Senate for a vote as early as next week. The bill aims to clarify the division of responsibilities between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) in regulating digital assets, and will continue negotiations on terms related to stablecoin issuance, consumer protection, and yield-bearing stablecoins. (CoinDesk)
CoinDesk
Market
Solomon
摩根大通
Bybit Lists AAL, CRM, GS US Stock Perpetual Contracts Today
Bybit adds 3 US stock perpetual contracts today: American Airlines (AALUSDT), Salesforce (CRMUSDT), and Goldman Sachs (GSUSDT), with up to 20x leverage. Enjoy limited-time fee discounts during the listing period: 0% fee rate for limit orders, 50% off for market orders.
Bybit