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The Latest Breaking News from Peter Oppenheimer

Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty

Goldman’s chief global equity strategist Peter Oppenheimer said, “There does not appear to be a valuation bubble, but there may be an earnings bubble.”

Your raise used to go offshore. Then it went to a buyback. Now it's going to a data center

Your raise used to go offshore. Then it went to a buyback. Now it's going to a data center

Goldman Sachs' global strategist says we've entered a "postmodern" era of finance — and the rules that made investors rich for 40 years no longer apply.

The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting

The AI trade is over. Top Wall Street analysts say the AI opportunity might be just starting

The question now: Is this a generational buying opportunity?

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Goldman’s top strategist warns stocks are flashing the same warning signs as before the 2008 financial crisis

Peter Oppenheimer—who correctly called U.S. underperformance and the global rotation—now sees elevated risk of a correction.

Investor Quits 9-to-5 Job After Reaching $14K Per Month in Dividends, Shares High-Yield Portfolio – 'The Freedom And Time With Family is Priceless'

Concerns about stretched tech valuations and a possible AI bubble are pushing investors toward dividend stocks as they look to diversify their portfolios. Peter Oppenheimer, chief global equity strategist at Goldman Sachs (NYSE:GS), recently told Bloomberg that dividend growth is among the factors likely to drive equities higher in 2026.

The Sole Domestic Integrated Rare Earth Supplier Expands To Saudi Arabia

MP Materials Corp. (NYSE:MP) has announced the next step in building a resilient rare earth supply. The firm has formed a three-party joint venture with the Saudi Arabian Mining Company (Maaden) and the U.S. Department of War (DoW).

This Government-Owned Rare-Earth Stock Still Has Big Upside Ahead, Goldman Says

MP Materials Corp. (NYSE:MP) has quickly become a cornerstone of U.S. industrial policy amid America's attempt to decouple from China in critical technology supply chains — and Wall Street analysts are finally catching up to its strategic importance.

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Emerging Markets Are Crushing AI Stocks And Trump Tariffs—Here's Why

Emerging Markets Are Crushing AI Stocks And Trump Tariffs—Here's Why

Emerging markets have become 2025's breakout stars, outpacing AI-fueled Wall Street and defying Donald Trump‘s tariff headwinds, as strong economic growth, attractive valuations and structural reforms continue to attract a wave of global investor capital.

Is the AI bubble about to burst, and what's driving analyst jitters?

Is the AI bubble about to burst, and what's driving analyst jitters?

AI stocks face bubble fears, but analysts say surging demand and infrastructure bottlenecks — not speculation — are the real issue.

Top analyst sees U.S. stocks underperforming the rest of the world over the next decade as 'superstar' AI stocks make forecast uncertain

Top analyst sees U.S. stocks underperforming the rest of the world over the next decade as 'superstar' AI stocks make forecast uncertain

Peter Oppenheimer's report only mentions the word "bubble" once, but it's the elephant in the room.

Goldman Sees S&P 500 At 9,000 By 2030—But The Real Boom Lies Elsewhere

Goldman Sees S&P 500 At 9,000 By 2030—But The Real Boom Lies Elsewhere

Goldman Sachs painted a bullish picture for long-term equity investors, forecasting solid returns for U.S. stocks over the next decade but pointing to far stronger gains brewing overseas.

AI Boom Poised To Unlock $8 Trillion Opportunity, Say Top Analysts: 'Investment Levels Are...'

AI Boom Poised To Unlock $8 Trillion Opportunity, Say Top Analysts: 'Investment Levels Are...'

Wall Street analysts have dismissed concerns about a potential bubble in the artificial intelligence (AI) sector, asserting that the industry’s growth is sustainable and could unlock an $8 trillion opportunity.

Tim Cook To Depart, Steve Jobs' Lesson For Guy Kawasaki And More: This Week In Appleverse

Tim Cook To Depart, Steve Jobs' Lesson For Guy Kawasaki And More: This Week In Appleverse

Another week is over, and it’s time to catch up on the top stories that made headlines in the tech world. Here’s a quick look at what you might have missed.

Fear Of An AI Bubble? This Time Is Different, Goldman Says

Fear Of An AI Bubble? This Time Is Different, Goldman Says

"This time is different" may be the most dangerous phrase in investing—but Goldman Sachs is embracing it, claiming today's AI-driven tech boom doesn't fit the script of past financial bubbles.

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Which European firms and industries are more vulnerable to US tariffs?

European firms with high US exposure face mounting risks from tariffs, recession fears, and a weakening dollar, while domestically focused companies appear more insulated, according to a new Goldman Sachs analysis.

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