|
|
|
|
|
|
|
28.05.26 - 16:36
|
Goldman′s Snider Sees Earnings Driving Stocks Higher (Bloomberg)
|
|
|
Goldman Sachs Chief US Equity Strategist Ben Snider discusses the recent increase in the firm's S&P 500 price target, highlighting strong earnings growth as the primary driver behind the adjustment. Speaking with Dani Burger on "Bloomberg Open Interest," Snider also says he expects AI gains to broaden out in the market. (Source: Bloomberg)...
|
|
|
28.05.26 - 16:02
|
Goldman′s Wheeler Sees ′Generational Opportunity′ in AI (Bloomberg)
|
|
|
Miriam Wheeler, Goldman Sachs global head of leverage finance, says investors are focused on hard assets associated with the infrastructure buildout of artificial intelligence and this is a "generational opportunity." Wheeler says power demand for data centers will double over the next few years. She speaks to Dani Burger on Bloomberg Open Interest. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
27.05.26 - 20:12
|
Micron Joins Trillion-Dollar Club | Open Interest 5/27/2026 (Bloomberg)
|
|
|
Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." AI powers markets to fresh highs, with Goldman calling for even more gains. Micron joins the trillion-dollar club as the chip frenzy accelerates. Nasdaq President Nelson Griggs joins Open Interest on the battle for blockbuster listings and the SpaceX IPO. Plus, Northern Trust' Asset Management President Michael Hunstad explains why he's staying risk-on in the AI boom. (Source: Bloomberg)...
|
|
|
|
|
27.05.26 - 18:45
|
Energy Drinks Become Latest Casualty As Fuel Shock Shifts Consumer Behavior (ZeroHedge)
|
|
|
Energy Drinks Become Latest Casualty As Fuel Shock Shifts Consumer Behavior
The national average price for 87-octane gasoline at the pump has remained above the politically sensitive $4-per-gallon threshold for 57 days and counting, as the U.S.-Iran conflict continues to disrupt energy flows through the Strait of Hormuz chokepoint.
That price shock at the pump has already translated into visible shifts in consumer behavior at gas stations and convenience stores, an emerging trend we first outlined in mid-April (see here and here).
Adding to the consumer story of elevated gas prices pressuring discretionary spending behaviors is new data from NielsenIQ via Goldman.
This chart shows that U.S. energy drink category growth across NielsenIQ-tracked channels, including xAOC, convenience, and Amazon, tracked on a 4-week year-over-year basis, slowed sharply into May 2026.
The latest reading appears to be in the mid-single-digit range, down from the stronger double-digit growth rates seen throughout mu...
|
|
|
|
|
|
|
|
|
27.05.26 - 15:48
|
KI-Rallye schlägt Iran-Sorgen ? jetzt ruft Goldman 8.000 Punkte aus (Ariva)
|
|
|
S&P 500 und Nasdaq markieren neue Rekorde. Halbleiterwerte ziehen die Rallye, Micron springt massiv an. Goldman Sachs hebt sein Ziel für den US-Leitindex an. Die Wall Street hat am Dienstag neue Rekorde erreicht. Der S&P 500 und der Nasdaq schlossen auf Höchstständen. Der Optimismus rund um künstliche Intelligenz überwog die Sorgen über den Krieg im Nahen Osten und die jüngsten US-Luftangriffe auf den Iran. Besonders ......
|
|
|
|