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08.06.26 - 14:48
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Goldman Sachs Adds 4 Companies to US Conviction List With Huge Double-Digit Upside Potential (24/7 Wall St.)
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The Goldman Sachs Conviction List is a curated list of stocks that the firm's research team believes are highly likely to outperform the market. It's a tool for investors to identify stocks with strong growth potential, frequently updated to reflect changes in market conditions and company performance. The list aims to identify stocks where Goldman ... Goldman Sachs Adds 4 Companies to US Conviction List With Huge Double-Digit Upside Potential...
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08.06.26 - 14:01
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Nvidia CEO Says Tech Stock Selloff Is a Buying Opportunity | The Pulse 6/8/2026 (Bloomberg)
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"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Lindsay Rosner, Goldman Sachs Asset Management Head of Multi-Sector Investing; Euan Blair, Multiverse CEO & Founder; Kanishka Narayan, UK AI & Online Safety Minister (Source: Bloomberg)...
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08.06.26 - 12:48
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Goldman And UBS Preview Apple′s WWDC: AI Siri Takes Center Stage (ZeroHedge)
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Goldman And UBS Preview Apple's WWDC: AI Siri Takes Center Stage
Apple's annual Worldwide Developers Conference (WWDC) begins this afternoon at 1 p.m. EST at Apple Park in Cupertino, Calif.
Ahead of WWDC, Goldman analysts led by Michael Ng provided clients with a preview of what to expect, including the unveiling of a long-delayed AI-enhanced Siri and operating system version "27" across iOS, macOS, watchOS, tvOS, and visionOS.
The new AI-enhanced Siri will include many delayed features from WWDC24, such as on-screen awareness, personal context, and deeper integration across apps, including Messages, Calendar, Photos, and Notes.
"We view these new features as key demand drivers for the iPhone and other products, which should help extend the strong revenue momentum realized to date (e.g., iPhone revenue +23% YoY in F1H26)," Ng wrote in the note.
Expected WWDC announcements:
AI-enhanced Siri launch timing & feature details. After announcing AI-enhanced Siri at WWDC in 2024...
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08.06.26 - 12:36
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Bonds Drop as Israel-Iran Strikes Raise Inflation Fears (Bloomberg)
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US stocks have staged a modest rebound even as flaring tensions in the Middle East sent oil prices and bond yields higher. Futures for the S&P 500 rose 0.2% after a selloff in artificial intelligence stocks came to a halt. Bond traders are wagering that inflation figures this week will show the biggest surge in consumer prices in several years, adding to pressure on the Federal Reserve to raise interest rates. Global bond markets have seen a profound shift since late February, when the US and Israel's attacks on Iran sparked a surge in oil prices, derailing bets that the central bank was poised to lower rates in 2026. Lindsay Rosner, Head of Multi-Sector Investing at Goldman Sachs Asset Management explains. (Source: Bloomberg)...
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