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The Latest Breaking News from Goldman Sachs

The AI boom is unsustainable unless tech spending goes ‘parabolic,’ Deutsche Bank warns: ‘This is highly unlikely’

“In the absence of tech-related spending, the U.S. would be close to, or in, recession this year,” George Saravelos says.

Fortune

AI's Energy Appetite Sends Nuclear ETFs To New Highs

Nuclear-themed ETFs are in breakout mode and moving full steam ahead, fueled by a wave of investor enthusiasm for the industry’s contribution to fueling the AI revolution. On Monday morning, the VanEck Uranium+Nuclear Energy ETF (NYSE:NLR) surged to an all-time high 52-week peak of $138.11, up more than 110% from…

Benzinga

Which Stocks Win When Rates Fall? Goldman Picks These Surprising Names

With Wall Street indices hitting fresh records and the Fed embracing a dovish pivot with further rate cuts on the table, Goldman Sachs wasted no time upgrading its SP 500 target—but it’s the bank's unusual stock picks that stand out.

Benzinga

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Jerome Powell and Economists Agree: Gen Z Faces a Hiring Crisis And That's Not About AI

In 2025, the rising unemployment rate among Americans under 25, specifically recent graduates, has become a significant economic concern. This problem seems to be uniquely American, stemming from a “no hire, no fire” economy, rather than the advent of artificial intelligence (AI).

Benzinga

Top economists and Jerome Powell agree that Gen Z's hiring nightmare is real—and it's not about AI eating entry-level jobs

"The U.S. labor market experience is peculiar," UBS' Paul Donovan wrote in a UBS note asking, "the kids are alright?"

Fortune

Nvidia And Intel Just Changed The AI Game—And The Pressure on AMD And ARM Is Rising

Shares of Intel Corp. (NASDAQ:INTC) soared 28% on Thursday—notching their best session ever—after Nvidia Corp. (NASDAQ:NVDA) announced it would pour $5 billion into the rival chipmaker.

Benzinga

StepStone's Wealth Growth And 2027 Deal Are Overlooked: Goldman Sachs

As global markets evolve, investors increasingly focus on alternative asset managers for diversification and growth opportunities. This shift highlights companies that may have been previously overlooked, revealing untapped potential in their business models and financial strategies.

Benzinga

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Hamilton Lane Growth Outlook Sharpens With Wealth Strategy Gains

Hamilton Lane Inc.'s (NASDAQ:HLNE) growing foothold in the retail wealth channel and stronger fee growth prospects prompted Goldman Sachs to raise its stance on the alternative asset manager, even as it cautioned that valuation leaves limited room for upside.

Benzinga

Tesla Stock Surged 1,350% After Musk's Last Pay Plan—New Package Could Ignite Gains, Analyst Says

Tesla Inc (NASDAQ:TSLA) stock soared 1,350% following its 2018 incentive plan for Elon Musk—and Goldman Sachs analyst Mark Delaney says the company’s newly announced package for the CEO is giving investor sentiment another boost, suggesting scope for positive momentum.

Benzinga

Alpha Buying: Private Credit Isn't the Villain Headlines Claim It Is

According to the headlines private credit is about bringing the financial apocalypse down upon all our heads.

Benzinga

The Fed's Just Warming Up — Goldman Sachs Sees More Rate Cuts Coming

The Federal Reserve may have delivered its first rate cut in nine months on Wednesday — but according to Goldman Sachs, it likely won't be the last.

Benzinga

BlackRock-Backed Minute Media Buys $250M Indian AI Startup That Turns Sports Into Instant Viral Content

Media startup Minute Media, backed by BlackRock (NYSE:BLK) and Goldman Sachs (NYSE:GS) is betting big on that trend with its Sept. 9 acquisition of VideoVerse, an Indian AI company valued between $200 million and $250 million.

Benzinga

Residential REITs Face Harsh 2025–'26 Setup As Goldman Sachs Cuts Ratings On Camden, American Homes 4 Rent

Goldman Sachs analyst Julien Blouin has become cautious on the residential REIT sector, flagging a challenging setup for the second half of 2025 and into 2026. He pointed to weaker job growth, slowing migration trends in Sunbelt (south and southwest U.S.) markets, and rising supply forecasts as key headwinds that…

Benzinga

BigBear.ai Is Burning Millions—But Traders Can't Get Enough Of Its Stock

BigBear.ai Holdings Inc. (BBAI) just posted its biggest single-day gain in nearly three months—rallying 16.7% on Tuesday, September 16, to its highest level since mid-August.

Benzinga

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Barchart

Stock Index Futures Tread Water With All Eyes on Fed Rate Decision

September S&P 500 E-Mini futures (ESU25) are up +0.01%, and September Nasdaq 100 E-Mini futures (NQU25) are down -0.04% this morning as investors refrain from making any big bets ahead of a highly anticipated Federal Reserve interest rate decision.

Fortune

AI has added $160 billion to 'true GDP' since 2022, Goldman Sachs says. There's just one problem: That's not official

AI is either adding 0.1% or 0.3% to GDP. The difference matters.

Barchart

3 Tech Stocks to Buy Now for an AI ‘Rebirth’

AI is expected to boost these software stocks significantly and lead to a "rebirth" of their underlying businesses.

Benzinga

Goldman Sachs To Rally around 9%? Here Are 10 Top Analyst Forecasts For Tuesday

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

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Fortune

‘Peak Goldilocks’: The markets have bought the Fed rumors — watch for them to sell on the news

Markets will move on Wednesday after Wall Street parses Cook’s statement and his Q&A for clues about future rate cuts beyond Wednesday.

Benzinga

Goldman Sachs Warns An AI Slowdown Can Tank The Stock Market By 20%

Artificial intelligence has propelled the stock market to all-time highs, but Goldman Sachs (NYSE:GS) recently warned that once AI spending slows down, the stock market can tank by 20%. A research note from Goldman Sachs Analyst Ryan Hammond cited the danger of hyperscalers inevitably cutting back on AI expenditures, according…

Fortune

Former Goldman Sachs CEO during 2008 crash says markets are 'due' for a crisis: 'It doesn’t matter that you can’t see where it’s coming from'

“There's a lot of 1% risk, but it's not a 1% risk that something bad will happen,” Lloyd Blankfein said in a recent interview.

Benzinga

Goldman Says Celsius Is Brewing Up A Growth Story Worth Watching

Energy drink company Celsius Holdings Inc (NASDAQ:CELH) is among the "best growth stories" in the broader consumer packaged goods (CPG) segment, according to Goldman Sachs.

Benzinga

Stock Market Today: Dow, Nasdaq Futures Advance As August CPI Rises In Line With Consensus View— Kroger, RH, Adobe Earnings In Focus (UPDATED)

Editor’s Note: The future prices of benchmark tracking ETFs, the lede, and the latest economic releases were updated in the story.

Benzinga

Goldman Sachs Says August CPI Inflation Is Heating Up: Tariffs, Travel, Used Cars Behind The Surge

Analysts at Goldman Sachs Group Inc. (NYSE:GS) expect August's Consumer Price Index inflation report, which is set to be released on Thursday, to show a notable acceleration, driven by rising costs in categories ranging from travel and energy to sectors impacted by new tariffs.

Benzinga

Apple's iPhone 17 Impresses On Design, But Analysts Say AI Still Lags

Wall Street analysts praised Apple's (NASDAQ:AAPL) iPhone 17 event for delivering thinner designs, upgraded cameras, and tighter AI-health integration, but cautioned that innovation remains incremental.

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