Over the past two quarters, S&P 500 stocks have logged the largest earnings day moves since 2009. John Marshall of Goldman Sachs Research discusses what’s driving this dynamic on The Markets: click.gs.com/ga8d
Goldman Sachs Research has raised its 2026 and 2027 real GDP growth forecasts for China’s economy to 4.8% and 4.7%, respectively, from 4.3% and 4.0%. Hui Shan, chief China economist, discusses the factors behind the revisions. Listen on Exchanges: click.gs.com/c5h4
Will a lack of skilled electrical workers stall the rise of AI? Brian Singer, head of GS SUSTAIN in Goldman Sachs Research, separates the signal from the noise.
China's power demand for data centers is set to rise more than 25% this year, boosted in part by companies’ efforts to bring AI to market, according to Goldman Sachs Research. Read more: click.gs.com/8s69
Davidson Kempner’s Tony Yoseloff sees “tremendous opportunity” in Europe for credit investors. He discusses the factors driving investments across the continent on Exchanges: Great Investors: click.gs.com/qvi7
What does this week's Fed commentary mean for the US equity market? Shawn Tuteja, who oversees ETF and custom baskets volatility trading within Global Banking & Markets, discusses on The Markets: click.gs.com/z7ub
On October 28, @OpenAI completed its recapitalization. The nonprofit, now called the OpenAI Foundation, holds equity in the for-profit currently valued at ~$130B. Goldman Sachs served as financial advisor to the OpenAI Foundation.
Amid sharp moves in the gold, oil, and rare earth minerals markets, investors are diversifying into commodities to hedge global fiscal and geopolitical risks, according to Daan Struyven of Goldman Sachs Research. Listen to the discussion on Exchanges: click.gs.com/odxc
European markets are stronger than they seem. Eleanor Beasley, head of market structure and chief operating officer for Goldman Sachs EMEA Equities, explains why the perception of low liquidity is a greater threat than reality: click.gs.com/4qjb
The US economy has been resilient, despite weak job growth and uncertainty from the US government shutdown. David Mericle, chief US economist in Goldman Sachs Research, discusses this apparent paradox on Exchanges: click.gs.com/wvm5
Which emerging market holds the biggest opportunities for equity investors? Stratford Dennis, head of emerging market equities in Global Banking & Markets, discusses. Listen now: click.gs.com/dmjf
Within 20 years, AI will be able to accurately predict how likely someone is to be diagnosed with cancer, according to @DrVickersMSK, President and CEO of @MSKCancerCenter. He discussed on Talks at GS: click.gs.com/of49
Private equity activity is on the rise in Europe as interest rates decline, companies seek to consolidate, and investors look for lower valuations outside the US. Read more: click.gs.com/dh65
Alan Waxman is the CEO of Sixth Street, one of the world's largest multi-strategy private capital investment firms. He spoke to Chairman and CEO David Solomon about how sports have become a core strategic investment theme for his business. click.gs.com/z909
Goldman Sachs continues to expand its offering to clients in the Middle East with the launch of the firm's first onshore Private Wealth Management presence in Riyadh, Saudi Arabia. click.gs.com/tnm8
Private investment in infrastructure could grow to $2 trillion by 2030, according to Goldman Sachs.
"The truth is infrastructure is really firing from every single cyclinder that it represents today," Goldman Sachs' Phillipe Camu says.
Devin, the first AI software engineer, created by @cognition, acts as an "army of junior engineers." Cognition’s president @russelljkaplan discusses the goal to “promote” Devin to senior engineer, which could transform AI innovation. click.gs.com/6b5a