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25.02.26 - 15:30
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Goldman Sachs: So erkennt man KI-Gewinner und Verlierer (LYNX)
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Jeder Anleger dürfte sich derzeit um diese Frage Gedanken machen. Was werden die Auswirkungen von KI sein, wer sind die großen Gewinner und welche Unternehmen werden dadurch in Bedrängnis geraten? Es ist die große Frage unserer Zeit....
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25.02.26 - 15:06
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Porsche AG: Goldman Sachs senkt den Daumen (Der Aktionaer)
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Anleger hoffen 2026 auf neue Impulse durch Michael Leiters, der zu Beginn des Jahres den CEO-Posten bei Porsche von Oliver Blume übernommen hat. Die Aktie kann sich jedoch noch nicht von der psychologisch wichtigen 40-Euro-Mare absetzen. Und Goldman Sachs senkte am Mittwoch das Kursziel für die Aktie....
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24.02.26 - 19:24
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Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined (ZeroHedge)
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Home Depot Posts Biggest EPS Beat In 16 Quarters As Big Remodeling Projects Sidelined
Shares of Home Depot are up 3.5% in early U.S. trading after the home-improvement retailer reported what Goldman consumer expert Scott Feiler called the "biggest EPS beat in 16 quarters."
Feiler explained:
We had positioning marked as just a 3 out of 10 in our pre-EPS positioning scorecard. That compared to LOW at a 5. Historically, we rarely have HD below a 5.
A small sales miss was expected and instead, we got a beat. This was also the first time they beat operating margins in the last 5 quarters and led to their biggest EPS beat in 16 quarters. The upside was driven by gross margins, so we will need to hear if that's sustainable.
Is this a thesis changer? No. However, it removes some of the recent near-term concerns that had begun to be more discussed (margin misses, small top-line miss/negative comps had been expected and no current buyback to support EPS upside).
Fourth quarter details:
4Q EPS...
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24.02.26 - 17:48
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Net Case for AI is Bullish, Bumpy Ride: Bordlemay (Bloomberg)
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Katherine Bordlemay, Co-Head of Equity Client Portfolio Management at Goldman Sachs Asset Management, says the net case for AI is bullish although it will be a bumpy ride. She speaks to Bloomberg's Dani Burger and Matt Miller on 'Open Interest.' (Source: Bloomberg)...
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