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11.06.26 - 01:30
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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth (ZeroHedge)
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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth
Goldman shared some of their thoughts on the tightening of power markets as the decade comes to a close. ERCOT's own Preliminary Long-Term Load Forecast now sees baseline peak-summer demand (excluding most medium and large loads) growing at a 5.2% average annual rate from 2026 through 2030. This is already well above the 3.4% realized average of 2022-2025.
Layer in the medium- and large-scale additions, overwhelmingly data centers plus crypto and industrial electrification, and the forecast explodes to 31% average annual peak-summer growth.
Put that in national context and Texas alone would account for 39% of total U.S. peak-summer power demand by 2030, up from just 11% last year, assuming the rest of the country continues its slower recent trajectory.
Goldman analysts flag a 200 GW queue of large-load applications sitting with the grid operator. Even if only 10% of that queue ultimately energizes, it would still l...
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11.06.26 - 00:06
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Goldman′s Gupta: Very Constructive on Earnings Cycle (Bloomberg)
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Anushka Gupta, Head of Americas at Goldman Sachs Apex, to discuss the market developments on a Wednesday afternoon. The conversation centers around the recent decline in stock prices triggered by escalating tensions between the US and Iran. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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10.06.26 - 19:24
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Goldman Breaks Down Build America 250 Impact On Construction Stocks (ZeroHedge)
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Goldman Breaks Down Build America 250 Impact On Construction Stocks
The Build America 250 bill is a proposed transportation infrastructure funding package covering federal projects between 2027 and 2031 and would succeed the Biden-era Infrastructure Investment and Jobs Act, which expires in the coming months.
Goldman analysts, led by Ben Rada Martin, stated that the Build America 250 bill has cleared House committee approval with limited amendments, providing greater clarity around $580 billion for highways, bridges, and other transportation infrastructure.
One main point from the Goldman note is that Build America 250 is not another IIJA-style boom. For the Federal Highway Administration, Martin sees only about an 8% nominal increase relative to IIJA levels, after IIJA delivered a more than 50% federal funding uplift.
Martin pointed out that bridge funding jumped by about 29%, while rail and transit programs face reductions. He expects public highway spending to grow by 6% in 2026 and 5% in 2...
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10.06.26 - 17:15
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Symrise-Aktie: Der 7%-Sprung, der niemanden vorbereitet hat (Sharedeals)
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Es ist einer jener seltenen Tage, an dem nicht eine, sondern gleich zwei der einflussreichsten Banken der Welt dieselbe Aktie hochstufen und der Markt prompt antwortet. Die Symrise-Aktie legte gestern um rund +7% zu. Ein DAX-Wert, den kaum jemand auf dem Radar hatte und der plötzlich die Liste der Tagesgewinner anführt. Was wissen Goldman, JPMorgan […]
The post Symrise-Aktie: Der 7%-Sprung, der niemanden vorbereitet hat first appeared on sharedeals.de....
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10.06.26 - 16:06
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Are Big Banks Actually Buying XRP Right Now? (24/7 Wall St.)
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Two of the most-watched banks on Wall Street went in opposite directions on XRP (CRYPTO:XRP) last quarter. Goldman Sachs, which held more XRP through ETFs than the other top disclosed institutions combined, sold all of it. While Morgan Stanley bought XRP exposure for the first time, and it spent about $15,000 doing it. Meanwhile in ... Are Big Banks Actually Buying XRP Right Now?...
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10.06.26 - 15:30
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SAP-Aktie: Droht jetzt der nächste Absturz? (Sharedeals)
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Nach einer gut zweiwöchigen Erholung gerät die SAP-Aktie seit Anfang Juni wieder zunehmend unter Abgabedruck. Am Mittwoch verliert der Titel weitere -4,5% und ist damit schwächster Performer im DAX. Seit dem Zwischenhoch belaufen sich die Abgaben auf fast -15%. Was steckt hinter der neuerlichen Kursflaute und wie sollten sich Anleger nun verhalten? Goldman Sachs senkt […]
The post SAP-Aktie: Droht jetzt der nächste Absturz? first appeared on sharedeals.de....
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10.06.26 - 15:12
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3 Fintech Stocks Face Takeover Pressure as Consolidation Wave Builds (24/7 Wall St.)
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Fintech consolidation is heating up as scaled payments, banking, and brokerage players hunt for vertical specialists with profitable unit economics. The 2026 backdrop favors deals: large incumbents have stronger balance sheets, artificial intelligence (AI) integration is forcing platform thinking, and several mid-cap fintechs have repriced lower from their post-IPO peaks. Goldman Sachs Asset Management has ... 3 Fintech Stocks Face Takeover Pressure as Consolidation Wave Builds...
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10.06.26 - 12:03
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John Marshall Joins Carrick Lane as Senior Partner (PR Newswire)
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Former Goldman Sachs strategist will focus on strategy and product development as wealth management firms seek strategies to help clients generate income, diversify portfolios and manage risk NEW YORK, June 10, 2026 /PRNewswire/ -- Carrick Lane LLC, an investment manager specializing in......
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