Tag #Goldman Sachs

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cnbc.com

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Jan 16, 16:09

CNBC Highlights Digital Realty, Goldman Sachs as Top Investment Picks

CNBC's Worldwide Exchange highlighted Digital Realty (DLR) and Goldman Sachs (GS) as strong investment opportunities, with DLR's growth fueled by increased tech spending on data centers and Goldman Sachs benefitting from a strong M&A business and potential deregulation; December retail sales are exp...

CNBC Highlights Digital Realty, Goldman Sachs as Top Investment Picks

CNBC's Worldwide Exchange highlighted Digital Realty (DLR) and Goldman Sachs (GS) as strong investment opportunities, with DLR's growth fueled by increased tech spending on data centers and Goldman Sachs benefitting from a strong M&A business and potential deregulation; December retail sales are exp...

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Decent Work and Economic Growth

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What are the potential risks and challenges that could affect the projected growth of these companies and sectors in the near future?

The retail sector shows promise, with December retail sales projected to exceed expectations by 0.5 percentage points (1% vs 0.5%), driven by a compressed holiday season and increased sales despite profit margins. However, future challenges include potential tariffs and price increases, prompting retailers to diversify sourcing aggressively.

cnbc.com

🌐 85% Global Worthiness

Jan 13, 19:09

Goldman Sachs Favors US Equities in 2025 Despite High Valuations

Goldman Sachs' Investment Strategy Group advises maintaining an overweight position in US equities for moderate-risk portfolios in 2025, despite high valuations, citing projected US earnings growth exceeding European growth and arguing that valuations are poor short-term indicators; this strategy in...

Goldman Sachs Favors US Equities in 2025 Despite High Valuations

Goldman Sachs' Investment Strategy Group advises maintaining an overweight position in US equities for moderate-risk portfolios in 2025, despite high valuations, citing projected US earnings growth exceeding European growth and arguing that valuations are poor short-term indicators; this strategy in...

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40% Bias Score

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Reduced Inequality

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How does Goldman Sachs account for the high valuations of the US stock market in its 2025 outlook?

The recommendation to favor US equities stems from Goldman's projection of sustained US earnings growth outpacing other developed markets, particularly Europe, in 2025. This advantage, coupled with the argument that current valuations are not a reliable indicator of near-term market performance, underpins their portfolio strategy. The high valuation of the S&P 500 (P/E ratio of 27.49) is acknowledged but downplayed as a short-term timing factor.

cnbc.com

🌐 75% Global Worthiness

Jan 10, 16:11

Goldman Sachs Downgrades AMD Stock Amidst Rising Competition

Goldman Sachs downgraded AMD stock to "neutral" from "buy", citing a competitive landscape and setting a $129 price target; the analyst anticipates range-bound stock performance until market confidence improves, while acknowledging that most analysts remain bullish.

Goldman Sachs Downgrades AMD Stock Amidst Rising Competition

Goldman Sachs downgraded AMD stock to "neutral" from "buy", citing a competitive landscape and setting a $129 price target; the analyst anticipates range-bound stock performance until market confidence improves, while acknowledging that most analysts remain bullish.

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Decent Work and Economic Growth

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How does increased competition in the CPU and GPU markets affect AMD's projected growth and market share?

The downgrade reflects concerns over weakening PC and traditional end-demand, slower-than-expected data center GPU growth, and increased competition in custom CPUs. Hari expects more modest market share gains for AMD through 2026 and moderating growth in data center GPUs. Heavy R&D and SG&A investment, while positive long-term, will weigh on near-term earnings.

cnbc.com

🌐 85% Global Worthiness

Jan 7, 22:10

Cramer's Trust Shifts from Morgan Stanley to Goldman Sachs Amid Deregulation

Jim Cramer's Charitable Trust bought 82 Goldman Sachs shares at ~$579.19 and sold 375 Morgan Stanley shares at ~$127.24, realizing a 58% gain, to increase exposure to capital markets and investment banking, anticipating benefits from deregulation and increased M&A activity under the Trump administra...

Cramer's Trust Shifts from Morgan Stanley to Goldman Sachs Amid Deregulation

Jim Cramer's Charitable Trust bought 82 Goldman Sachs shares at ~$579.19 and sold 375 Morgan Stanley shares at ~$127.24, realizing a 58% gain, to increase exposure to capital markets and investment banking, anticipating benefits from deregulation and increased M&A activity under the Trump administra...

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What is the primary reason behind the Charitable Trust's decision to switch from Morgan Stanley to Goldman Sachs, and what are the immediate implications of this trade?

Jim Cramer's Charitable Trust bought 82 shares of Goldman Sachs at approximately $579.19 per share and sold 375 shares of Morgan Stanley at around $127.24 per share. This trade increases Goldman Sachs' weighting in the portfolio to 3.26% from 2%, while completely exiting the Morgan Stanley position, resulting in a 58% gain on the Morgan Stanley investment. The shift reflects a strategic move towards increased exposure to capital markets and investment banking.

cnbc.com

🌐 85% Global Worthiness

Jan 2, 19:09

Goldman Sachs Projects Massive Gains for Uber, Norwegian Cruise Line, and Belden

Goldman Sachs added Uber Technologies, Norwegian Cruise Line, and Belden to its January conviction list, projecting substantial gains: Uber at nearly 60%, Norwegian at 36%, and Belden at over 23%, based on various factors including profitability, cost-cutting, and market recovery.

Goldman Sachs Projects Massive Gains for Uber, Norwegian Cruise Line, and Belden

Goldman Sachs added Uber Technologies, Norwegian Cruise Line, and Belden to its January conviction list, projecting substantial gains: Uber at nearly 60%, Norwegian at 36%, and Belden at over 23%, based on various factors including profitability, cost-cutting, and market recovery.

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What potential risks or challenges could impact Goldman Sachs's projections for these three companies in 2025?

Goldman's conviction list reveals insights into market trends. The inclusion of Uber highlights the growing importance of ride-sharing and autonomous vehicle technology, while Norwegian's selection underscores the resilience of the cruise industry. Belden's addition signals optimism towards industrial recovery and the expanding software market. These choices could influence investment strategies and sector performance.

cnbc.com

🌐 75% Global Worthiness

Dec 20, 19:10

Cramer's Trust Buys CRWD, GS Amidst Oversold Market

Jim Cramer's Charitable Trust bought 25 CRWD shares at ~$347 and 15 GS shares at ~$552 due to the S&P 500 Short Range Oscillator hitting -8.55%, historically indicating a good buying opportunity, and aligning with a shift in investment strategy.

Cramer's Trust Buys CRWD, GS Amidst Oversold Market

Jim Cramer's Charitable Trust bought 25 CRWD shares at ~$347 and 15 GS shares at ~$552 due to the S&P 500 Short Range Oscillator hitting -8.55%, historically indicating a good buying opportunity, and aligning with a shift in investment strategy.

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60% Bias Score

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Reduced Inequality

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How does the purchase of Goldman Sachs shares align with the Trust's broader investment strategy?

The decision to buy was based on the S&P 500 Short Range Oscillator reaching -8.55%, indicating an oversold market. Historically, when this indicator falls below -8%, the S&P 500 shows positive returns after 30 and 60 days, suggesting a favorable buying opportunity. The purchases align with a planned shift from Morgan Stanley to Goldman Sachs and an increase in the CrowdStrike position.

cnbc.com

🌐 75% Global Worthiness

Jan 15, 19:10

Goldman Sachs Predicts 25% Surge in US M&A Activity in 2025

Goldman Sachs predicts a 25% surge in US M&A transactions in 2025, driven by a business-friendly environment under President Trump's second term, highlighting Insmed, Electronic Arts, and Unity Software as potential merger targets with varying probabilities.

Goldman Sachs Predicts 25% Surge in US M&A Activity in 2025

Goldman Sachs predicts a 25% surge in US M&A transactions in 2025, driven by a business-friendly environment under President Trump's second term, highlighting Insmed, Electronic Arts, and Unity Software as potential merger targets with varying probabilities.

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40% Bias Score

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How does Goldman Sachs' assessment of merger probabilities differ across the selected stocks, and what factors contribute to this variation?

The anticipated rise in M&A activity is driven by the anticipated business-friendly policies of President Trump's second term. Goldman Sachs' analysis highlights specific companies with varying probabilities of mergers, ranging from 15% to 50%, based on their assessment of market conditions and company prospects. This analysis incorporates analyst ratings and consensus price targets to inform the predictions.

cnbc.com

🌐 85% Global Worthiness

Jan 11, 22:06

Goldman Sachs Predicts Short-Term Stock Correction Despite Positive 2025 Outlook

Goldman Sachs' chief global equity strategist Peter Oppenheimer forecasts a possible stock market correction in the short term due to the market's strong two-year run, high valuations, and potential disappointments in economic data or earnings, despite an overall positive outlook for 2025.

Goldman Sachs Predicts Short-Term Stock Correction Despite Positive 2025 Outlook

Goldman Sachs' chief global equity strategist Peter Oppenheimer forecasts a possible stock market correction in the short term due to the market's strong two-year run, high valuations, and potential disappointments in economic data or earnings, despite an overall positive outlook for 2025.

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Reduced Inequality

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What are the primary factors driving Goldman Sachs' prediction of a potential stock market correction in the near term?

Goldman Sachs' Peter Oppenheimer predicts a potential short-term stock correction despite expecting overall market progress in 2025. He cites the market's strong two-year performance (93rd percentile over the past 100 years) and high valuations as reasons for concern. The recent 1% drop in the S&P 500 already reflects this.

cnbc.com

🌐 85% Global Worthiness

Jan 9, 04:07

Goldman Sachs Removes Tencent From Conviction List Amid Geopolitical Concerns

Goldman Sachs removed Tencent from its Asia-Pacific "conviction list" after the company's addition to the U.S. Department of Defense's list of Chinese military companies, impacting U.S. government procurement starting June 2026; the firm simultaneously added Kotobuki Spirits, JD.com, and Iluka Resou...

Goldman Sachs Removes Tencent From Conviction List Amid Geopolitical Concerns

Goldman Sachs removed Tencent from its Asia-Pacific "conviction list" after the company's addition to the U.S. Department of Defense's list of Chinese military companies, impacting U.S. government procurement starting June 2026; the firm simultaneously added Kotobuki Spirits, JD.com, and Iluka Resou...

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32% Bias Score

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What factors influenced Goldman Sachs' decision to add Kotobuki Spirits, JD.com, and Iluka Resources to its conviction list?

The removal of Tencent reflects heightened geopolitical tensions and scrutiny of Chinese technology firms. Goldman's actions signal a shift in investment strategy, prioritizing companies perceived as less geopolitically exposed. The additions of Kotobuki Spirits, JD.com, and Iluka Resources suggest Goldman is seeking growth opportunities in diverse sectors and regions, balancing risk and return.

cnbc.com

🌐 85% Global Worthiness

Jan 3, 07:07

Goldman Sachs Upgrades Cloudflare Stock to "Buy", Raises Price Target to $140

Goldman Sachs double upgraded Cloudflare's stock to "buy", increasing its price target to $140, citing improved sales and marketing productivity, potential Act III product monetization due to AI inferencing, and the company's strong position in edge computing to meet increasing demand.

Goldman Sachs Upgrades Cloudflare Stock to "Buy", Raises Price Target to $140

Goldman Sachs double upgraded Cloudflare's stock to "buy", increasing its price target to $140, citing improved sales and marketing productivity, potential Act III product monetization due to AI inferencing, and the company's strong position in edge computing to meet increasing demand.

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48% Bias Score

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What are the key factors driving Goldman Sachs' upgrade of Cloudflare's stock rating and its substantial increase in the price target?

Goldman Sachs upgraded Cloudflare's stock rating to "buy", increasing its price target to $140 from $77, reflecting a potential 30% upside. This upgrade is due to expected improvements in sales and marketing productivity, reducing customer acquisition costs and positively impacting revenue estimates. The analyst also highlighted the potential for monetization of Cloudflare's Act III products, driven by AI's shift to inferencing use cases.

cnbc.com

🌐 85% Global Worthiness

Dec 28, 07:05

Goldman Sachs bullish on AI infrastructure stocks for 2025

Goldman Sachs predicts robust demand for AI data center equipment and a PC market recovery in 2025, recommending stocks like Dell, Arista Networks, and IT distributors Ingram Micro and TD Synnex based on this positive outlook.

Goldman Sachs bullish on AI infrastructure stocks for 2025

Goldman Sachs predicts robust demand for AI data center equipment and a PC market recovery in 2025, recommending stocks like Dell, Arista Networks, and IT distributors Ingram Micro and TD Synnex based on this positive outlook.

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40% Bias Score

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Industry, Innovation, and Infrastructure

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How does Goldman Sachs's projection of a PC market recovery in 2025 impact its investment recommendations?

Goldman Sachs's positive outlook on AI infrastructure is based on continued momentum in underlying demand. The firm specifically highlights the benefits for companies with early market share leadership in AI servers and switching, such as ANET and DELL. The prediction of a PC market recovery in 2025 is linked to an aging PC installed base and the end of Windows 10 support, creating demand for AI-capable PCs.

cincodias.elpais.com

🌐 85% Global Worthiness

Dec 13, 13:13

Repsol's €13.4 Billion Divestment Plan to Fuel Green Transition

Goldman Sachs projects Repsol will divest assets worth €13.4 billion in 2025, reducing its debt by €1.1-1.7 billion and funding its €16-19 billion green transition plan, involving sales of renewable energy projects in the US and Spain, and oil and gas assets globally.

Repsol's €13.4 Billion Divestment Plan to Fuel Green Transition

Goldman Sachs projects Repsol will divest assets worth €13.4 billion in 2025, reducing its debt by €1.1-1.7 billion and funding its €16-19 billion green transition plan, involving sales of renewable energy projects in the US and Spain, and oil and gas assets globally.

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Climate Action

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What specific assets is Repsol planning to divest, and what are the geographic locations and sectors involved?

Repsol's divestment strategy, highlighted by Goldman Sachs, involves selling assets in various sectors, including renewable energy projects in the US and Spain, and exploration and production assets in Canada, Alaska, Norway, Vietnam, Malaysia, and Russia. The proceeds will fund Repsol's green transition plan, requiring €16-19 billion in investments. This strategic shift reflects a broader industry trend towards decarbonization and a focus on sustainable energy sources.

Showing 25 to 36 of 39 results