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07.11.26 - 11:48
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As AI stocks correct, Goldman Sachs sees opportunity in healthcare & non-AI equities (Times of India)
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US midterm elections could shift market dynamics, prompting investors to adopt more defensive positions in their portfolios. Healthcare is anticipated to benefit from advancements in AI as it sees potential growth. Many traditional defensive sectors, however, appear less attractive due to elevated valuations. Goldman Sachs emphasizes the importance of focusing on companies with strong fundamentals for investment....
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07.11.26 - 08:15
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Deutsche-Telekom-Aktie: 35 Quartale Wachstum – trotzdem fällt der Kurs! (Sharedeals)
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Die Deutsche-Telekom-Aktie findet weiterhin keinen festen Boden. Nach den Quartalszahlen verlor das DAX-Papier innerhalb von zwei Handelstagen rund -3,2% und schloss am Freitag bei 25,91 €. Für zusätzlichen Gegenwind sorgt Goldman Sachs mit einer Kurszielsenkung von 38 auf 36 €. Dabei hat die Telekom eine bemerkenswerte Erfolgsserie vorzuweisen: In Europa wächst das operative Ergebnis seit […]
The post Deutsche-Telekom-Aktie: 35 Quartale Wachstum – trotzdem fällt der Kurs! first appeared on sharedeals.de....
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06.11.26 - 23:54
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Providing Capital to Tech Companies: Masters In Business with Ann Berry (Bloomberg)
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Barry speaks with Ann Berry, founder and managing partner of Threadneedle. They discuss her path from Goldman Sachs M&A and private equity to running a hospitality services company through the pandemic. They also discuss Ann's early-stage bets on AI and deepfake detection, and surveying the expanding IPO landscape. (Source: Bloomberg)...
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06.11.26 - 23:06
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Ann Berry on the Importance of Learning AI (Bloomberg)
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Barry speaks with Ann Berry, founder and managing partner of Threadneedle. They discuss her path from Goldman Sachs M&A and private equity to running a hospitality services company through the pandemic. They also discuss Ann's early-stage bets on AI and deepfake detection, and surveying the expanding IPO landscape. (Source: Bloomberg)...
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06.11.26 - 21:00
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WISA Group Plc: Notification of change in holdings according to Chapter 9, Section 10 of the Finnish Securities Markets Act (Cision)
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WISA Group Plc, Stock Exchange Release (Major shareholdings notification), November 6, 2026, at 22:00 EET
WISA Group Plc: Notification of change in holdings according to Chapter 9, Section 10 of the Finnish Securities Markets Act
WISA Group Plc (“WISA”) has on November 6, 2026, received a notification under Chapter 9, Section 5 of the Securities Markets Act, according to which The Goldman Sachs Group, Inc.'s holding of WISA's shares and voting rights exceeded the threshold of 5 per cent on November 5, 2026. According to the notification, The Goldman Sachs Group, Inc.'s holding in WISA...
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06.11.26 - 15:42
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US Jobs Soar By 165K Blowing Away Estimates; Unemployment Rate Drops Putting Dec Rate Hike Back In Play (ZeroHedge)
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US Jobs Soar By 165K Blowing Away Estimates; Unemployment Rate Drops Putting Dec Rate Hike Back In Play
In our preview of the October jobs report, we said that the labor data has rarely looked this solid going into a monthly payrolls report: claims near 57-year lows, the lowest October layoffs since 2023, JOLTS openings up 333K and ADP above expectations. If anything, the risk is to the upside of the 63K consensus, and the unemployment rate could well tick down.Which, as we noted, was the problem as "a strong print gives Warsh, Hammack and Barkin all the cover they need to hike in December, right as the Nasdaq is coming off its worst day since March 2020. Goldman's rates desk thinks a single print can't take the hikes out." We said that we agree with this take, and added that the more likely outcome is a decent number that puts December back in play and adds a rates problem to what has so far been an AI problem. Given where positioning is, CTAs already selling and long-only "f...
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06.11.26 - 11:30
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Deutsche-Bank-Aktie +7%: Goldman Sachs sieht jetzt 47% Kurspotenzial! (Sharedeals)
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Die Deutsche-Bank-Aktie hat am Mittwoch eine beeindruckende Rally hingelegt. Um +6,9% ging es auf 32,56 € nach oben, am Donnerstag stabilisierte sich das Papier bei 32,59 €. Für zusätzlichen Rückenwind sorgt Goldman Sachs: Die Investmentbank erhöhte ihr Kursziel von 44,25 auf 47,75 € und bestätigt ihre Kaufempfehlung. Damit sehen die Analysten trotz des jüngsten Kurssprungs […]
The post Deutsche-Bank-Aktie +7%: Goldman Sachs sieht jetzt 47% Kurspotenzial! first appeared on sharedeals.de....
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