Goldman Sachs

A hedge-fund trade linked to a 2024 market blowup has regained prominence, according to Goldman Sachs. The currency-market carry trade is currently more active than in recent years.

U.S. stocks rose while oil prices fell amid concerns over Iran's impact on oil flows. SK Hynix's Wall Street debut saw a 15.9% stock surge, raising $26.5 billion. Delta Air Lines exceeded profit expectations despite higher fuel costs.

Susquehanna International Group (SIG) is offering master’s and PhD interns $8,600 weekly during a 10-week summer program for quantitative roles, significantly exceeding the median U.S. weekly earnings of $1,235. Competitors like Jane Street and Citadel also offer high intern pay, with acceptance rates rivaling Ivy League admissions.

Wall Street banks, including Goldman Sachs and Morgan Stanley, are restricting employee prediction market trades on platforms like Polymarket and Kalshi due to rising concerns over insider trading.

The White House reported that $125 million has been invested in Trump Accounts within the first five days of their launch on July 4. The program, offering $1,000 to each child's account, received donations from figures like Dell's CEO, SpaceX's president, and companies such as Goldman Sachs. President Donald Trump praised contributors, including Gwynne Shotwell and Michael Dell.

Goldman Sachs states that carry trades are facing the best conditions since 2000. The firm highlights this as a key development for the market.

Goldman Sachs has updated its personal trading policy to prohibit employees from betting on prediction markets, specifically banning event contracts related to elections, macroeconomic data, and the bank itself.

Goldman Sachs has restricted employee betting on prediction market platforms like Kalshi and Polymarket. These platforms are creating compliance challenges for heavily regulated banks.

The article lists the 20 biggest banks in America based on Federal Reserve data from March 31, 2026, excluding investment and business-only banks. Top banks include JPMorgan Chase & Co., Bank of America, Citibank, Wells Fargo, and Goldman Sachs, with details on assets, ATMs, and branches provided for each.

Goldman Sachs is taking over $70 billion in retirement assets from Verizon and Lockheed Martin, including $30 billion in pension assets and $40 billion in Verizon's defined-contribution retirement assets.

Goldman Sachs secured $70 billion in asset management deals with Verizon and Lockheed Martin. The competition in the retirement assets market includes managers like Goldman Sachs, BlackRock, Russell Investments, and Mercer.

Goldman Sachs predicts Erste shares will rise by 30% due to growth in Poland. Erste Bank Polska has launched a new branding in Warsaw.

Goldman Sachs warns that a flare-up in the Hormuz region may delay the recovery of oil supplies. The article references oil barrels and a photographer, but no further details are provided.

Goldman Sachs forecasts a 50% increase in Contemporary Amperex Technology Co Limited (CATL)'s share price over the next 12 months, driven by rising demand for energy independence and growth in its battery energy storage system business.

Goldman Sachs forecasts a 50% increase in Contemporary Amperex Technology Co Limited (CATL)'s share price over the next 12 months, driven by rising demand for energy independence. The investment bank anticipates CATL's battery energy storage system business will become its next major value-creation engine.

Goldman Sachs notes that the recent wave of earnings surprises will be hard to repeat, with a consensus forecast projecting 22% earnings growth for S&P 500 companies in the second quarter.

John Hu and his cofounder developed Stanley, an AI tool for content creators, in 14 days using 'vibe coding.' The LinkedIn version of Stanley reached $1 million in ARR within six weeks, contributing to Stan's total ARR of nearly $41 million. Key strategies included deeply understanding customers and iterating rapidly.

OpenAI is hiring an investment banking subject matter expert for its Applied AI team in San Francisco, offering base pay up to $205,000 plus equity. The role focuses on defining AI-assisted investment banking workflows and evaluating AI model capabilities, reflecting OpenAI's push into the enterprise market.

Goldman Sachs and Morgan Stanley set conflicting price targets for SpaceX stock, with Goldman Sachs estimating $205 and Morgan Stanley $300. This discrepancy implies a valuation difference of approximately $1 trillion.

Goldman Sachs notes the HALO trade has performed well this year, but future success will depend on earnings performance. Global stocks with high barriers to entry are resisting AI disruption.

Goldman Sachs predicts that earnings will drive further gains in asset-heavy stocks. The analysis suggests strong performance in sectors with significant physical assets.

Goldman Sachs and Morgan Stanley, the lead underwriters for SpaceX's IPO, have a valuation difference exceeding $1 trillion as the quiet period concludes. Both firms initiated coverage with a 'buy' rating.

John China and Andrew Kresse co-lead JPMorgan's Innovation Economy team, which supports high-growth startups and has grown to 550 employees. They use a shared nickname 'JACK' for communication efficiency and combine their distinct backgrounds to scale the business, competing with firms like Goldman Sachs and Citi.

Ornn, an Andreessen Horowitz-backed startup, raised $33 million to create a marketplace for trading AI compute power as a commodity. The initiative aims to make AI development more sustainable by enabling price hedging and benchmarking, with Goldman Sachs projecting $7.6 trillion in global compute investments by 2031. Challenges include compute's non-static nature and lack of storage, but Ornn partners with Bloomberg Terminal and faces potential regulatory futures markets.

Goldman Sachs predicts the Japanese yen will reach 165 per US dollar within 12 months. The forecast highlights the investment bank's outlook on currency exchange rates.

Goldman Sachs has reduced its forecast for the yen, predicting 165 yen per dollar, and expressed support for carry trades. The firm's analysis highlights a shift in currency strategy favoring such trades despite the lower yen projection.

Lloyd Blankfein, former CEO of Goldman Sachs, recounts his journey from a poor upbringing in Brooklyn to becoming a billionaire, detailing the challenges of adapting to wealth and his current retirement focused on personal interests. His memoir 'Streetwise' highlights cultural clashes between his background and affluent environments.

Wall Street banks have recovered in China due to a trading boom, with the China securities units of Goldman Sachs, Morgan Stanley, and JPMorgan reporting record profits last year.

Chinese investment banks are leading Hong Kong’s IPO market driven by technology firms, with China International Capital Corporation (CICC) ranked top. Beijing aims to establish a domestic counterpart to Goldman Sachs.

Goldman Sachs and Morgan Stanley have joined a growing list of companies offering matching contributions to Trump Accounts for employees. The programs aim to boost employer contributions to these accounts.

Goldman Sachs is contributing $1,000 to Trump Accounts for eligible children of its employees. The bank is joining other financial firms in making contributions that match the $1,000 federal contribution.

Goldman Sachs strategists identified three catalysts for the Russell 2000's recent outperformance: the artificial-intelligence industry, a strong economic backdrop, and a rise in biotechnology stocks. These factors have revitalized the small-cap trade.

Goldman Sachs has stated that capital spending is a key driver of the current bull market. The investment bank attributes the market's strength to increased business investment in capital projects.

A study by Professor Adam Grant and colleagues suggests narcissistic leaders resist remote work to maintain authority and status, framing 'return to office' demands as a power play rather than a productivity measure. The research, involving Fortune 500 leaders, claims remote work opposition stems from a desire for reverence and control, not collaboration or culture.

Goldman Sachs warns that leveraged stock bets are 'very concentrated in the AI ecosystem.' The article also mentions other topics, including the U.S. wealth paradox and Trump's statement on avoiding war, but the primary focus is on the financial risks associated with AI sector investments.

Goldman Sachs has highlighted an oil surplus despite countries working to rebuild their stockpiles. The article notes the presence of oil storage tanks, indicating current storage levels.

Lime, backed by Uber, raised $167 million in an IPO for its bike and scooter group. The shares were priced at $25, with Goldman Sachs, JPMorgan, and Jefferies underwriting the deal.

The oil market faces a sudden oversupply as millions of stranded barrels from the Persian Gulf enter global markets, pushing prices to their lowest since the US-Iran war began. Morgan Stanley and Goldman Sachs have cut price forecasts, citing high US exports and low Chinese imports as key factors.

Former Goldman Sachs economist O'Neill comments on Burnham's UK plan. The analysis focuses on the proposed economic strategy.

Chip stocks rebounded, and Goldman Sachs secured a series of M&A deals. The Investing Club released its daily afternoon update, the Homestretch, just in time for the last hour of trading.