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08.07.26 - 20:30
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Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs? (24/7 Wall St.)
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Hedge funds have net-sold U.S. technology stocks for four straight weeks, with semiconductor and hardware names at the center of the unwind, according to Goldman Sachs prime brokerage data cited by Reuters. The AI signal is cautious, not abandonment: sophisticated traders appear to be trimming crowded chip winners after a major run, even as semiconductor ... Hedge Funds Are Selling Tech Stock Hand Over Fist. Is the 2026 Melt-Up On Its Last Legs?...
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08.07.26 - 19:24
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Marcus by Goldman Sachs Savings, Reviewed (24/7 Wall St.)
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Marcus by Goldman Sachs (NYSE:GS) is the consumer banking arm of a Wall Street investment bank. Its flagship product is a plain online high yield savings account with no fees, no minimum balance, and no branches. It suits savers who want a straightforward place to park cash at a competitive rate and do not need ... Marcus by Goldman Sachs Savings, Reviewed...
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08.07.26 - 15:54
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Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets (24/7 Wall St.)
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Goldman Sachs (NYSE:GS) is chasing a private markets opportunity measured in the trillions, and the firm has put a hard number on how much of it it wants to own – $750 billion in alternative assets under supervision by 2030. That target sits inside a private credit landscape CEO David Solomon sized on the Q1 ... Goldman Sachs Sees a $2 Trillion Opportunity in Private Markets...
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08.07.26 - 13:06
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Prospective Homebuyers Face Another Year Without Affordability Relief (ZeroHedge)
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Prospective Homebuyers Face Another Year Without Affordability Relief
Goldman economist Ronnie Walker has some bad news for prospective homebuyers: while the housing market appears soft but broadly stabilizing, affordability pressures are unlikely to abate anytime soon.
Walker expects mortgage rates to remain elevated through next year, while national home prices are still forecasted to rise modestly. That means buyers waiting for a price correction or lower rates may be disappointed, as the market remains locked in an ultra-low-turnover environment where high borrowing costs, limited affordability, and sticky prices keep many folks on the sidelines.
"We expect housing demand to remain tepid," Walker wrote in the note. He pointed out that the 30-year fixed mortgage rate is likely to fall marginally to 6.43% by year's end and hover around 6.3% for 2027.
Here's more context from Walker about the US housing market and his mid-year outlook into next year:
Residential investment falte...
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08.07.26 - 07:03
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Antin Infrastructure Partners: Francisco Cabeza and Maximilian Lindner Promoted to Senior Partner (Business Wire)
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PARIS & LONDON & NEW YORK--(BUSINESS WIRE)--Regulatory News:
Antin Infrastructure Partners (Paris:ANTIN) announces it is strengthening its Senior Partner ranks with the promotions of Francisco Cabeza and Maximilian Lindner, effective immediately. The appointments bring to 10 the number of Antin Senior Partners.
Both Mr. Cabeza and Mr. Lindner are London-based, and their appointments will further reinforce the office's senior leadership team, alongside Senior Partner and Office Head Simon Söder, as Antin enters a new fundraising cycle.
Mr. Cabeza joined Antin in 2022 as a Partner in London with more than 20 years' experience in the financial sector, including 11 years in Goldman Sachs' Investment Banking division, where he reached the level of Managing Director and head of Iberian M&A, and prior experience at DWS Infrastructure and ACS Iridium Infrastructure. He holds engineering degrees from Universidad Politécnica de Madrid and Ecole Nationale des Ponts et Chaussées - ParisTech and also holds an MB...
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07.07.26 - 20:48
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Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up (24/7 Wall St.)
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Ben Snider, Chief U.S. Equity Strategist at Goldman Sachs, went on CNBC to say something that should register with anyone who has been happily riding this market higher. The character of this market is shifting midyear, and the driver is a substantial increase in a substantial increase in leverage across investor types: retail margin debt, ... Goldman's Top Strategist Sees a Dangerous Amount of Leverage Piling Up...
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07.07.26 - 17:12
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SpaceX Joins Nasdaq 100; Crinetics Pharmaceuticals Soars on Buyout | Stock Movers (Bloomberg)
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On this episode of Stock Movers:
- Fiserv (FISV) is climbing as the Wall Street Journal reports big banks including JPMorgan Chase, Bank of America, Wells Fargo and PNC Financial Services Group have held preliminary discussions about a deal to acquire a network owned by the financial-technology company Fiserv.
- Crinetics Pharmaceuticals (CRNC) is soaring after Vertex Pharmaceuticals agreed to buy Crinetics for $10 billion in cash to expand into endocrinology.
- SpaceX (SPCX) is lower even though at least six brokers, including Morgan Stanley and Goldman Sachs, have started coverage of SpaceX with buy-equivalent ratings. SpaceX's addition to the Nasdaq 100 should provide considerable support to the stock, considering the number of funds that track the tech-heavy benchmark. (Source: Bloomberg)...
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