Goldman Sachs

The Dow Jones and S&P 500 indices have performed well this year and are now hovering near record highs. They have rallied 13% and 17%, respectively, from their March lows, driven by the artificial intelligence boom and strong ETF inflows.  This article explores the key catalysts likely to move...

Shares of Oracle Corp (NYSE:ORCL) tanked on Thursday even after the software company reported upbeat fiscal third-quarter results. Here are some key analyst takeaways from the event: Piper Sandler analyst Billy Fitzsimmons maintained an Overweight rating, while lifting the price target from $210...

Goldman Sachs Group Inc. (NYSE:GS) said that 2026 merger and acquisition activity is shaping up to land close to the dealmaking peak set in 2021, pointing to steady corporate appetite for transactions.  The comments from President John Waldron signaled confidence that the pipeline for advisory work...

Shares of Oklo Inc (NYSE:OKLO) fell in early trading on Wednesday, reversing Tuesday's gains. The dip comes as the company engages in advanced negotiations with the U.S. Department of Energy (DOE) under the Surplus Plutonium Utilization Program. The California-based nuclear power company is one of...

The artificial intelligence (AI) boom has produced some major winners, including GPU companies like NVIDIA (NASDAQ:NVDA) and Advanced Micro Devices (NASDAQ:AMD), and memory companies like Sandisk (NASDAQ:SNDK) and Micron (NASDAQ:MU).  Goldman Sachs Analyst Touts Liquid Cooling As Next AI Trade...

Shares of Home Depot Inc (NYSE:HD) edged higher in early trading on Tuesday, after the company reported its first-quarter (Q1) results on Monday. Here are the key analyst insights: Goldman Sachs analyst Kate McShane reiterated a Buy rating and price target of $409. JPMorgan analyst Christopher...

The blue-chip S&P 500 Index jumped to a record high of $7,513 this month before pulling back to $7,408 on Friday. It has jumped by 7.7% this year and 26% in the last 12 months. Still, Wall Street analysts have maintained their bullish forecasts, which are backed by the soaring corporate...

Global semiconductor stocks, including Broadcom Inc (NASDAQ:AVGO), retreated after President Donald Trump and Chinese President Xi Jinping wrapped up their summit without announcing major chip agreements or a clear breakthrough on NVIDIA Corp's (NASDAQ:NVDA) China business, dampening investor...

Goldman Sachs (NYSE:GS) co-head of private credit Vivek Bantwal believes that it’s important to “separate anecdotes from the data,” noting that a handful of stressed situations across bank lending, public credit, and private credit have received outsized attention in recent months...

Momentum-focused ETFs slid Thursday as Wall Street's high-flying AI and software trades abruptly reversed, triggering one of the sharpest factor unwinds seen this year and rattling investors who had piled into market leaders. • iShares MSCI USA Momentum Factor ETF stock is at critical...

Shares of Arm Holdings PLC (NASDAQ:ARM) were trading lower on Thursday, even after the company reported upbeat first-quarter results on Wednesday. Here are the key analyst insights: Goldman Sachs analyst James Schneider maintained a Sell rating, while raising the price target from $125 to $150....

Shares of Uber Technologies Inc (NYSE:UBER) fell in early trading on Thursday despite an upbeat first-quarter (Q1) report. Here are the key analyst insights: Goldman Sachs analyst Eric Sheridan maintained a Buy rating, while cutting the price target from $125 to $115. JPMorgan analyst Doug Anmuth...

(Editor’s note: The headline and story has been updated to include Anthropic’s announcement) Anthropic has sealed a joint venture with several top Wall Street firms, including Blackstone (NYSE:BX) and Goldman Sachs (NYSE:GS), the companies announced on Monday. The companies did not...

The numbers behind the AI build-out have quietly crossed a threshold that should give every investor pause. Goldman Sachs strategists, in a note published this week, just put a hard figure on what the market has been treating as a vague “spending a lot” story.   MSFT stock is moving....

Amazon.com Inc (NASDAQ:AMZN) analysts are raising their price targets after the company's first-quarter financial results. With shares trading lower post-earnings, investors could have an opportunity. The Amazon Analysts Goldman Sachs analyst Eric Sheridan reiterated a Buy rating on Amazon stock...