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16.05.26 - 14:02
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Nvidia vor den Zahlen: Kommt jetzt der KI-Schub? (Ariva)
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Goldman Sachs erwartet durch die bevorstehenden Nvidia-Zahlen neues Kurspotenzial, wodurch die Aktie die KI-Rallye endlich stärker einpreisen könnte. Am 20.Mai legt Nvidia seine Quartalszahlen vor. Trotz der anhaltenden Dominanz des Unternehmens im globalen KI-Boom entwickelte sich die Aktie zuletzt überraschend schwach im Vergleich zum restlichen Halbleitersektor. Während die Nvidia-Aktie seit Jahresbeginn rund 15 Prozent zugelegt ......
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08.05.26 - 16:00
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US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3% (ZeroHedge)
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US Jobs Jump 115K, Smashing Estimates; Unemployment Rate Unchanged At 4.3%
In his preview of today's NFP report, Goldman's Delta One head wrote that "NFP almost feels like a sideshow at this point. You can argue weak labor data gives a Warsh led Fed enough cover to cut, but with oil and input inflation still elevated there's also an argument that a weakening labor market alongside a constrained Fed is actually the more difficult combination for risk assets." With that in mind, moments ago the BLS reported that in April the US added a red hot 115K, above the median consensus of 65K (and near the upper end of the forecast range which peaked at 133K), down from an upward revised (for once) 185K (originally 178K). This was the first back to back gain in jobs in a year.
The change in February jobs was revised down by 23,000, from -133,000 to -156,000, and the change for March was revised up by 7,000, from +178,000 to +185,000. With these revisions, employment in February and March com...
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04.05.26 - 01:48
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Jane Street Paid Employees $9.4 Billion, Twice What It Paid Last Year, After Record 2025 Results (ZeroHedge)
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Jane Street Paid Employees $9.4 Billion, Twice What It Paid Last Year, After Record 2025 Results
Jane Street Group has evolved from a niche trading shop into one of Wall Street's most profitable firms and employees are reaping the rewards. The firm paid roughly $9.4 billion in compensation last year, more than twice what it distributed a year earlier, according to Bloomberg.
On average, that translated to about $2.7 million per employee, far ahead of traditional banks like Goldman Sachs. The massive payouts followed a record year in which Jane Street generated nearly $40 billion in trading revenue, outpacing major banks and rivals in the market-making business.
Bloomberg writes that the firm started in 2000 trading American depositary receipts before expanding into ETFs and other electronically traded assets. As more markets became automated, Jane Street scaled aggressively and now handles trading across equities, bonds, ETFs, and other products.
Its financial resources have grown just as dra...
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29.04.26 - 14:30
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Goldman′s State Of U.S. Consumer Outlook Gets More Grim (ZeroHedge)
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Goldman's State Of U.S. Consumer Outlook Gets More Grim
Goldman consumer analysts Kate McShane and Bonnie Herzog cut their 2026 discretionary cash-inflow growth forecast for the second time this year, citing a worsening squeeze on U.S. households as slower disposable income growth collides with higher fuel prices at the pump. The revision points to a softening among cash-strapped consumers as the US-Iran conflict enters its third month.
McShane and Herzog cut their 2026 U.S. discretionary cash inflow growth to 3.7% from the previous forecast of 4.2% in early April, as slower disposable income growth and the national average gasoline price over $4 per gallon squeeze household spending power.
Their revision reflects a lower forecast for disposable personal income growth of 4.7%, down from 5.0%, as tax cut benefits from President Trump's OBBBA are now seen largely offsetting higher capital gains tax payments, leaving the overall tax bill roughly unchanged from last year.
The largest drag on co...
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28.04.26 - 05:48
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OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can′t Be Paid (ZeroHedge)
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OpenAI Misses Revenue, User Targets As CFO Fears $1.5 Trillion In Commitments Can't Be Paid
Earlier today, when previewing this week's earnings by the Mag 7 which account for over $10 trillion in market cap set to report Q1 results after the close on Wednesday, Goldman's Delta-One head Rich Privorotsky said that "Equities are being driven by one thing…AI spend", and warned that "it's hard not to respect the strength of the AI bid, but the velocity has been extreme. The upside surprise vs expectations has almost entirely come from AI spend…it's the whole game."
Not only is the whole game, it is the one thing that has prevented the market from collapsing into the Iran war's stagflationary black hole, with "oil/product prices is sucking the oxygen out of the room...Europe underperforming, dispersion extreme."
But none of that matters as long as capex recipients, i.e., chip and semi stocks, keep surging on hopes and expectations that the LLMs and hypers...
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