Goldman Sachs analysts argue that the recent selloff in AI and semiconductor stocks is a strategic rotation of capital rather than a full-scale market exit.
Goldman Sachs has upgraded its outlook on stocks and bonds ahead of a critical week for major US banks, which are set to report quarterly earnings on Tuesday.
SpaceX's AI segment revenue reached $2.56 billion in Q2 2026, but Goldman Sachs warns that high rental prices may be unsustainable as capacity increases.
A new a16z analysis reveals that AI model prices have plummeted by 95% in just three years, a deflationary pace that took the personal computer market 15 years to match.
Goldman Sachs warns that massive AI infrastructure spending by major tech firms is driving up capital costs and creating a significant funding gap.
Goldman Sachs will require new hires to manage AI agents immediately, a shift that aims to boost productivity and restructure internal operations.
Goldman Sachs raised its SpaceX price target to $230, citing improved AI capacity and revenue expectations ahead of the company's third-quarter earnings report.
Goldman Sachs data shows an 11.6 percentage point performance gap between the S&P 500 and an index excluding AI-linked companies over the last six months.
Global pharmaceutical companies are increasingly acquiring assets from Chinese biotech firms, with licensing deal values surging 36% to over $120 billion this year.
Goldman Sachs expects US data-center power demand to grow by 38% annually in 2026 and 2027, driven by AI infrastructure investments despite local opposition.
Goldman Sachs has identified five stocks with upside potential ahead of the Q3 earnings season, despite mixed performance across the selected companies throughout 2026.
Lisa Mantil, a long-time partner at Goldman Sachs, has joined Polymarket to lead the expansion of its institutional business and develop new trading products.
Polymarket is scaling its operations by hiring former Goldman Sachs executive Lisa Mantil and targeting a valuation of $21 billion.
Goldman Sachs president John Waldron is the primary candidate to succeed CEO David Solomon, with a potential transition expected between 2027 and 2028.
Goldman Sachs strategist Anshul Sehgal argues that long-term Treasury bonds offer limited upside, favoring AI infrastructure as a more promising asymmetric investment.
Goldman Sachs forecasts that five major US hyperscalers will spend $1.2 trillion on AI infrastructure in 2027, with cumulative investment reaching $7.6 trillion by 2031.
Goldman Sachs warns that S&P 500 market breadth has hit its lowest point since the dot-com bubble, as the median stock significantly underperforms the headline index.
Data from FactSet shows 67% of S&P 500 companies discussed AI in Q2 2026 earnings calls, with those firms outperforming silent peers by 7.6 percentage points in stock price growth.
Goldman Sachs warns that plummeting AI token prices are undermining the profitability of massive infrastructure investments by major tech firms.
Goldman Sachs estimates that six major hyperscalers must generate $1 trillion in annual AI revenue to justify a massive infrastructure spending cycle reaching $4.14 trillion by 2030.
