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10.11.25 - 13:31
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US Senate Advances Plan to End Government Shutdown; AI Doubts on TSMC Sales | The Pulse 11/10 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Sophie Huynh, BNP Paribas Asset Management; Michele Della Vigna, Goldman Sachs; Berthold Schmidt, Trumpf CTO (Source: Bloomberg)...
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07.11.25 - 18:01
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Initial & Continuing Jobless Claims Increased Last Week; Goldman Estimates (ZeroHedge)
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Initial & Continuing Jobless Claims Increased Last Week; Goldman Estimates
Goldman Sachs economics research group estimates that seasonally adjusted initial jobless claims increased to about 228k for the week ended November 1st by combining the Department of Labor (DOL)'s pre-released seasonal factors with this afternoon's release of state-level claims.
While the DOL is not producing any official data releases during the government shutdown, some employees involved with the administration of unemployment insurance are excepted from the shutdown and publish the state-level data as a part of their regular duties.
Estimates for New Mexico did not appear in today's DOL data, and we assume that initial claims there were in line with last week's levels.
At the state level, we estimate that initial claims rose by 5k each in Missouri and Kentucky but declined by 3k each in Texas and California (all state-level data seasonally adjusted by GS).
Using the same set of assumptions, we estimate that co...
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04.11.25 - 15:24
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Novo Roundtrips GLP-1 Craze Ahead Of Earnings As Goldman Maps Out Next Wave Of Obesity-Drug Catalysts (ZeroHedge)
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Novo Roundtrips GLP-1 Craze Ahead Of Earnings As Goldman Maps Out Next Wave Of Obesity-Drug Catalysts
The rollercoaster ride of the GLP-1 craze and bust cycle for Novo Nordisk A/S shares has been wild to observe over the last several years. The stock has since returned to roughly pre-GLP-1-boom levels, down 50% year-to-date amid intensifying obesity-drug competition and a series of profit downgrades.
New Novo CEO Maziar Mike Doustdar will deliver his first set of results as the new head of the Danish pharma company on Wednesday with the reporting of third-quarter earnings.
Already, Novo has slashed 9,000 jobs globally and cut its profit forecast for the third time this year.
"Since the new CEO took the helm, early signs indicate a more aggressive approach," Berenberg analyst Kerry Holford recently told clients, adding that the board reshuffle creates more unexpected disruption, "change at Novo is necessary and may ultimately be a net positive."
Paul Major, a port...
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31.10.25 - 01:24
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Tech Stocks Slide on Meta′s AI Spend, Apple and Amazon Earnings | The Close 10/30/2025 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Principal Asset Management's Kamal Bhatia, Starbucks' Brian Niccol, Goldman Sachs' Asad Haider, Edward Jones' Penny Pennington, Mercadolibre's Martin de los Santos, Science and Technology Partners' Erika Klauer, Wedbush Securities' Scott Devote, JWP's Jake Q. Clay, Zillow Group's Jeremy Wacksman, D.A. Davidson's Gil Luria, IDC's Nabila Popal, Digicel's Marcelo Cataldo. (Source: Bloomberg)...
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27.10.25 - 19:18
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Goldman Spots Four Big Takeaways From Last Week′s U.S. Auto, Industrial Tech Earnings (ZeroHedge)
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Goldman Spots Four Big Takeaways From Last Week's U.S. Auto, Industrial Tech Earnings
Goldman analysts highlighted several critical themes, including AI, autonomy, and robotics, alongside solid US auto demand, after last week's earnings from Tesla (TSLA), General Motors (GM), Ford (F), Visteon (VC), Gentex (GNTX), QuantumScape (QS), Mobileye (MBLY), Amphenol (APH), and Vertiv (VRT).
Analyst Mark Delaney found that datacenter capex remains robust, as indicated by earnings reports from Amphenol and Vertiv. He said General Motors and Ford had solid earnings, suggesting that healthy consumer credit performance is tied to prime borrowers. However, he warned that the Nexperia-related mess in the chip industry could disrupt auto supply chains worldwide (read here).
Delaney outlined four key observations after last week's earnings reports:
Datacenter capex trends are robust per Amphenol and Vertiv;
Auto demand is solid in the US, per GM and Ford;
The export restriction on Nexpe...
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22.10.25 - 10:36
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Goldman sees 30% upside for Chinese stocks by 2027 on policy support, earnings (SCMP)
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Chinese stocks could rise by about 30 per cent through the end of 2027, buoyed by a confluence of factors from policy tailwinds to re-acceleration of earnings growth and reallocation of global and household assets, according to Goldman Sachs.
The projected gains would be driven by a compound annual profit growth of 12 per cent and a valuation expansion between 5 and 10 per cent, analysts led by Kinger Lau and Timothy Moe at the US investment bank said in a research note on Wednesday.
Goldman's......
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16.10.25 - 00:48
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Tesla Reportedly Places Large Humanoid Parts Order As Goldman Outlines Profit Implications (ZeroHedge)
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Tesla Reportedly Places Large Humanoid Parts Order As Goldman Outlines Profit Implications
There's no exact release date for Tesla's Optimus robot, but mass production could begin as early as 2026, according to a new report from Sina News. Media outlets in China reported that Tesla has placed a $685 million order for linear actuators from Sanhua Intelligent Controls, with deliveries expected to start early next year. Elon Musk has said he plans to have millions of these robots operating in Tesla factories by the end of the decade.
The report reinforces what we've known all along: Musk's Tesla remains years ahead of both EV rivals, legacy automakers, and robotics firms. As Goldman analysts highlight in a note on Tuesday, the next profit frontier for the auto industry lies in humanoid robotics - and Tesla is already leading that race.
Tried to start a fight at the Tron: Ares premiere pic.twitter.com/TvWCOaXIlN
— Tesla Optimus (@Tesla_Optimus) October 7, 2025
Analysts led by Mark Dela...
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15.10.25 - 15:48
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Morgan Stanley, BofA Both Beat Earnings Estimates (Bloomberg)
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Morgan Stanley and Bank of America both beat Wall Street estimates for third quarter earnings. It was a very special quarter for Morgan as its trading revenue finally surpassed that of rival Goldman Sachs. Goldman has dominated the equity-trading business in recent years. Bank of America also reported earnings that beat estimates on higher investment banking revenue. Bloomberg's Sridhar Natarajan reports on "Bloomberg Open Interest." (Source: Bloomberg)...
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15.10.25 - 15:42
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Bank of America Shares Jump On Stellar Q3 Results (ZeroHedge)
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Bank of America Shares Jump On Stellar Q3 Results
After yesterday's solid Q3 results from banking giants JPM, Wells, Citi and Goldman, the earnings juggernaut continued this morning with Bank of America reporting third-quarter earnings that also beat estimates across the board, as investment-banking activity increased amid a long-awaited comeback in M&A and net interest income topped analysts' estimates.
Here are the full details from the company's Q3 results:
Diluted EPS $1.06, up 19% YoY, beating estimates of $0.95
Revenue $28.09BN, up 6% YoY, beating estimates of $27.51BN
Trading revenue (ex-DVA) $5.35 billion, beating estimates of $5.01 billion
FICC trading revenue excluding DVA $3.08 billion, missing estimates of $3.1 billion
Equities trading revenue excluding DVA $2.27 billion, beating estimates of $2.08 billion
Wealth & investment management total revenue $6.31 billion, beating estimates of $6.28 billion
Net income $8.47 billion, up 23%
And visually:
The second-la...
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