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24.12.25 - 16:09
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity (ZeroHedge)
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Soaring Memory Costs Sink Nintendo Shares; Goldman Says Selloff Is Buy-The-Dip Opportunity
Prices for LPDDR5 DRAM (Low-Power Double Data Rate 5 Dynamic Random-Access Memory) tripled this fall, as we noted in October in "Chatbots: Soaking Up the World's Power, Water, and Memory." LPDDR5 is a form of system memory that delivers higher bandwidth and greater power efficiency than prior generations, making it well-suited for laptops, smartphones, and the explosion in demand for AI-enabled devices.
Update: two months later https://t.co/Q4TPIrpzxV pic.twitter.com/O3KTKxZOVE
— zerohedge (@zerohedge) December 22, 2025
Goldman analyst Maho Kamiya told clients on Tuesday that concerns about rising memory prices and the absence of top-down tailwinds have sent Nintendo shares spiraling. After a 27% decline from its early November peak, the analyst asks whether the selloff has become overdone.
"Some investors think that Nintendo will be selling Switch 2 at a loss and gross profit falling ...
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23.12.25 - 21:27
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Goldman′s Small-Cap Biotech Universe: The 2026 Catalyst Playbook For Investors (ZeroHedge)
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Goldman's Small-Cap Biotech Universe: The 2026 Catalyst Playbook For Investors
There are just nine days left in the year, and this year has flown by.
We've delivered readers a steady stream of 2026 outlooks over the past few days and weeks, and next up is a year-ahead catalyst list from Goldman Sachs' small-cap biotech stock coverage.
Goldman analysts, led by Corinne Johnson, held their third "Year-Ahead" Catalyst Clinic, highlighting significant clinical catalysts for small-cap biotech companies (market caps under $3 billion) in their stock coverage universe.
Featured companies in the Catalyst Clinic included AbCellera Biologics, Allogene Therapeutics, Apogee Therapeutics, BioAge Labs, Entrada Therapeutics, Gossamer Bio, Gubra, Lyell Immunopharma, Recursion Pharmaceuticals, Sana Biotechnology, Sionna Therapeutics, Sera Prognostics, Tyra Biosciences, Viralgen, and Viridian Therapeutics.
Johnson said the sentiment from the event was mostly positive, with several names showing cl...
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23.12.25 - 14:15
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The Challenge For 2026 Markets (ZeroHedge)
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The Challenge For 2026 Markets
Authored by Lance Roberts via RealInvestmentAdvice.com,
It's that time of year when Wall Street polishes up its crystal balls and begins predicting returns for 2026. Since Wall Street never predicts a down year, which would be unwise for fee-based product revenues, these forecasts are often inaccurate and sometimes significantly wrong. Let's review some previous years. For example, on December 7th, 2021, we wrote an article about the predictions for 2022.
“There is one thing about Goldman Sachs that is always consistent; they are 'bullish.' Of course, given that the market is positive more often than negative, it 'pays' to be bullish when your company sells products to hungry investors. It is important to remember that Goldman Sachs was wrong when it was most important, particularly in 2000 and 2008. However, in keeping with its traditional bullishness, Goldman's chief equity strategist David Kostin forecasted the S&P 500 will climb by 9% to 5100 ...
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23.12.25 - 04:54
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Trump Deal Highlights Intensifying Global Competition For Fusion Energy (ZeroHedge)
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Trump Deal Highlights Intensifying Global Competition For Fusion Energy
Authored by Alex Kimani via OilPrice.com,
Shares of Trump Media & Technology Group Corp. (NYSE:DJT) have surged nearly 70% after the company agreed to merge with fusion startup TAE Technologies in a $6 billion deal. Under the terms of the deal, shareholders of each company will own roughly half of the combined entity on a fully diluted equity basis. Trump Media, majority owned by U.S. President Donald Trump, will now become the holding company for TAE Power Solutions and TAE Life Sciences alongside current holdings Truth Social, Truth+ and Truth.Fi.
Founded in 1998, TAE Technologies aims to deploy commercial, utility-scale fusion energy. The company plans to commence construction of its first fusion power plant in 2026, expected to generate 350-500 MWe.
TAE Technologies has raised more than $1.3 billion thanks to backing by high-profile investors, including Google, Chevron Technology Ventures, Goldman Sachs, and Su...
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22.12.25 - 20:48
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Commodities Are Your 2026 Portfolio Insurance, Here′s Why According To Goldman Sachs (Benzinga)
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Goldman Sachs: Geopolitics, AI, and energy security drive sharp divergence across gold, metals, and energy markets.
Latest Ratings for GLD
DateFirmActionFromTo Apr 2013Oracle Investment ResearchInitiates Coverage OnStrong Buy Apr 2013Oracle Investment ResearchInitiates Coverage OnStrong Buy
View More Analyst Ratings for GLD
View the Latest Analyst Ratings
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22.12.25 - 12:57
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Cocoa Prices Face Worst Annual Collapse In Six Decades As Goldman Sees "Tailwinds" For Hershey (ZeroHedge)
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Cocoa Prices Face Worst Annual Collapse In Six Decades As Goldman Sees "Tailwinds" For Hershey
After nearly tripling last year and soaring to a record $13,000 a ton, cocoa futures are on track for their worst-ever annual decline, based on data going back more than six decades.
Cocoa futures in New York are set for a 50% decline if losses persist through the end of the year.
Prices are currently trading around $5,845 as of Friday's close, a stark difference from the $12,000 to $13,000 range in late 2024 and early 2025.
The cocoa surge sparked a price shock and crushed margins for major food companies that relied heavily on chocolate production. Those companies include Nestlé, Hershey, and many others.
In return, supermarket prices for chocolate rose, but now Wall Street analysts don't expect the latest declines to translate into cheaper candy until the second half of 2026.
"The prices that the chocolate industry is currently working with are very high and painful," said J...
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22.12.25 - 08:06
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Goldman forecasts continued growth for Chinese stocks in 2026 as risks fade (SCMP)
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Chinese stocks are set to extend gains next year after rising for a second year on fading geopolitical risks, investors re-evaluating the technology sector and household savings finding their way into equities amid low interest rates.
The CSI 300 Index of the biggest stocks traded on the mainland has risen 17 per cent this year, while Hong Kong's Hang Seng Index has advanced almost 30 per cent. The stellar gains have taken by surprise many global investment banks and asset-management firms,......
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