The Latest Breaking News from Goldman Sachs

Apple Inc.‘s (NASDAQ:AAPL) smart decision to add another $100 billion to its U.S. manufacturing commitment is being hailed on Wall Street as a tactical move to dodge steep tariffs under President Donald Trump‘s trade regime—and possibly reignite its stock, which is still down 12% year-to-date.

Analysts highlight the strong results from Applovin Corporation (NASDAQ:APP) in the second quarter and look to what's ahead for the advertising company.

The July Federal Reserve meeting may go down as the most divided in over three decades, as two key board members, Michelle Bowman and Christopher Waller, broke ranks by voting for a rate cut, while Chair Jerome Powell and the majority held rates steady.

Competition is heating up for Broadcom in its highly important VMware business. Nutanix stock is worth a look, with AVGO trading near all-time high valuations.

Amgen Inc‘s (NASDAQ:AMGN) second quarter results demonstrate ongoing development of its late-stage pipeline “to offset end-of-decade losses-of-exclusivity," according to Goldman Sachs.

Novo Nordisk reported 18% sales growth in the first half of 2025, despite a profit warning that triggered a record share drop. Goldman Sachs says the sell-off is overdone and analysts highlight a potential buying opportunity.

Shares of Apple Inc. (NASDAQ:AAPL) remain one of 2025's biggest tech underperformers, lagging the Nasdaq 100 index by a wide 25% year-to-date, even as the iPhone-maker recently posted robust results that may suggest the selloff is disconnected from fundamentals.

Lurking in the background, as always, are the big macro questions about President Trump’s tariff deals.

Goldman Sachs (NYSE:GS) has highlighted the impact of artificial intelligence (AI) on the job market, especially affecting young tech workers.