Goldman Sachs
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financeS&P 500 Rally Masks Historic Weakness: Market Breadth at 1996 Levels
Only 22% of S&P 500 stocks are beating the index, the worst breadth since 1996, as the Magnificent 7 dominate nearly 35% of market cap.
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financeHedge Funds Pile into Asian Tech Stocks at Decade-High Pace
Morgan Stanley reports the heaviest weekly hedge fund buying of South Korean, Japanese, and Taiwanese equities in over ten years.
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financeMichael Burry Warns: Trim AI Tech Bets, Raise Cash Now
Scion Asset Management's Q1 2026 filing reveals $60M cash and $85M put options on NVIDIA and Tesla. Burry draws parallels to the dot-com bubble.
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techOpenAI Launches $4 Billion Consulting Arm to Embed AI Inside Enterprises
OpenAI launches a new subsidiary with $4B in committed capital and a $10B valuation, acquiring UK firm Tomoro to embed specialized engineers directly into client organizations.
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financeGoldman Sachs Bets on Yuan Rally Ahead of Trump-Xi Summit
Goldman Sachs projects 4.5% yuan appreciation to 6.50 by mid-2027, citing the upcoming Trump-Xi summit and PBOC signals.
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financeGoldman Sachs: US Dollar Overvalued 20% vs Yuan as Trump Visits China
Goldman Sachs estimates the renminbi is undervalued by 20% against the dollar, with geopolitical implications as Trump meets Xi.
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financeGoldman Sachs: Yuan Could Be 20-30% Undervalued Against Dollar
Goldman Sachs analysts argue the Chinese yuan is significantly undervalued, raising forecasts and making it a top trade for 2026.
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financeNvidia Appoints Goldman Sachs Veteran Suzanne Nora Johnson to Board
Nvidia adds former Goldman Sachs Vice Chairman Suzanne Nora Johnson to its board, signaling a focus on financial governance.