Tag
#Goldman Sachs
Japanese retail traders hit 25% as AI rally feeds dark pools
Japan AI rally is pushing retail traders into dark pools as their share of stock turnover hits 25 per cent, complicating Tokyo price discovery.
JPMorgan found its tech IPO pipeline before the roadshow
JPMorgan startup banking is feeding tech fee share as early credit lines turn into IPO and M&A mandates, even as Goldman keeps marquee listings.
AI IPO wave tests Wall Street capital capacity in 2026
AI IPO wave is turning into a Wall Street capacity test as SpaceX, OpenAI and Anthropic chase demand that smaller issuers also need.
Oil stockpiles draw down at record 8.7M barrels a day: Goldman Sachs
Oil stockpiles are drawing down at a record 8.7 million barrels a day, Goldman Sachs said, as the Iran war keeps Strait of Hormuz flows at 5% of normal.
SpaceX IPO filing targets record $1.8tn June debut
SpaceX IPO filing targets a $1.8 trillion valuation and a June Nasdaq debut, with the S-1 showing $4.694 billion of first-quarter revenue.
OpenAI to Confidentially File IPO Draft Friday: Sources
OpenAI prepares to confidentially file a draft IPO prospectus as soon as Friday with Goldman Sachs and Morgan Stanley as lead underwriters, sources say.
SpaceX S-1 Filing: Starlink Made $4.4B. AI Lost $6.4B. The IPO Targets $1.75T.
SpaceX lost $4.94B in 2025 as AI capex hit $12.7B, its S-1 filing revealed. Starlink's $4.4B operating profit funded a $6.4B AI division loss. The $1.75 trillion IPO opens what could be the largest listing year in history.
SoftBank Surges 20% as OpenAI's IPO Pipeline Starts Pricing Into Related Equities
SoftBank Group shares surged nearly 20 per cent in Tokyo morning trading after reports that OpenAI and SB Energy are preparing US IPOs, proving the anticipated listings are already pricing into related equities weeks before any S-1 filing.
Fed Minutes: Rate Hikes Ahead If Inflation Persists
A majority of Fed officials are open to rate hikes if inflation persists, FOMC minutes show, handing Kevin Warsh a hawkish committee days before his swearing-in.
SpaceX IPO 2026 could squeeze Europe’s smaller listings
SpaceX IPO 2026 could pull capital and attention away from smaller European flotations, leaving an already selective market even tighter.
Warsh is right on Fed reform, but wrong on AI-led rate cuts
Warsh's case for Fed reform is stronger than his AI-led argument for cutting rates while inflation still sits above target.
Goldman doubles down on 2026 warning for US stocks
Goldman Sachs says the 2026 stock rally can keep running, but thinner breadth, richer valuations and extreme risk appetite leave less room for error.
Currie cools on gold but keeps broader commodity bull case
Jeff Currie sees near-term downside for gold from higher yields and a firmer dollar even as supply risk keeps his broader commodity bull case intact.
Kevin Warsh walks into the Fed's biggest family fight in 34 years
Kevin Warsh takes over as Fed chair with inflation at 3.8%, the FOMC split 8-4 on rate policy, and markets pricing a 51% chance of a rate hike by December.
Wall Street chiefs use Beijing trip to test China access
Citigroup and Goldman Sachs executives used Beijing meetings during Donald Trump's China visit to press the market-access case, underscoring how diplomacy and cross-border finance remain tightly linked.
Goldman resets Fed cut call to December as yields climb
Goldman Sachs Fed cut forecast shifted to December as 4.595 per cent Treasury yields and sticky inflation pushed markets toward a higher-for-longer view.
Goldman Sachs BDC outlook cut to negative by Fitch
Goldman Sachs BDC negative outlook now shadows its BBB rating after Fitch cited rising non-accruals, thin asset coverage and payment-in-kind income.
Goldman's gold call rests on central-bank buying, not the bounce
Central bank gold buying looks stronger than Goldman thought, with China's steady reserve accumulation helping argue bullion has a firmer floor into 2026.
Goldman delays Fed rate cut path to December as Iran shock persists
Goldman Sachs has pushed back its forecast for the Federal Reserve's 2026 rate cuts to September and December, citing oil-driven inflation from the US-Iran war. The shift aligns the bank with the Fed's own dot plot and the Wall Street consensus that easing will arrive late.
