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16.07.26 - 19:31
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Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle (ZeroHedge)
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Goldman Slashes Global PC Shipment Forecast As Memory Chip Crunch Derails Upgrade Cycle
The global PC market is facing mounting pressure as a worsening memory-chip crunch, limited product availability, and consumers balking at higher prices threaten to deepen the downturn. These headwinds prompted Goldman analysts to "further trim" their PC shipment forecasts for this year and next.
"We further trim our global PC shipment estimates for 2026-27E, considering the near-term pressures of higher memory and CPU costs, and the flattening replacement cycle following the end of Win 10," said Allen Chang, a managing director and head of Goldman's Greater China Technology research team.
Chang continued, "We now expect global PC shipments to be down -14%/ -5% YoY in 2026E/ 27E, followed by zero growth in 2028E (vs. -10%/ +3%/ +3% YoY previously). Our updated PC shipment forecasts are 255m/ 243m/ 244m in 2026-28E, respectively."
Global PC Shipments: -14%/ -5%/ 0% YoY in 2026-28E
Global PC Revenues: -5%/ ...
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16.07.26 - 17:57
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Spectro Cloud sammelt 100 Millionen US-Dollar in einer Serie-D-Finanzierungsrunde ein, um Kunden bei der Bereitstellung von KI-Infrastruktur im Produktivbetrieb in Unternehmens-, öffentlichen, Neocloud- und Sovereign-Cloud-Umgebungen zu unterstützen (Business Wire)
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Growth Equity bei Goldman Sachs Alternatives führt eine überzeichnete Finanzierungsrunde an, an der sich AMD Ventures, Ericsson, LG Technology Ventures und Maximus strategisch beteiligen, während die Unternehmen darauf abzielen, KI-Chips in geschäftliche Erfolge umzusetzenSAN JOSE, Kalifornien--(BUSINESS WIRE)--Spectro Cloud, ein führender Anbieter von Software für das Management von KI-Infrastrukturen, gab heute bekannt, dass das Unternehmen in einer überzeichneten Finanzierungsrunde der Serie D unter der Leitung von Growth Equity bei Goldman Sachs Alternatives mehr als 100 Millionen US-Dollar eingeworben hat, an der sich AMD Ventures, Ericsson, LG Technology Ventures und Maximus strategisch beteiligten. Mit dieser neuen Finanzierung steigt das insgesamt von Spectro Cloud eingeworbene Kapital auf 260 Millionen US-Dollar und wird die Mission des Unternehmens vorantreiben, Unternehmen, Organisationen des öffentlichen Sektors, Neoclouds und staatliche Clouds dabei zu unterstützen, produktionsreife ...
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15.07.26 - 22:42
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Investor: ‘By 2050, The Biggest Companies Operating in Space Won’t Be Space Companies’ (24/7 Wall St.)
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Michael Brandmeyer, co-CIO of Goldman Sachs (NYSE: GS) Asset Management's External Investing Group and co-host of the firm's Exchanges podcast, offered a striking framing for how investors should think about the next generation of the space economy on the recent episode “The Growth of the Space Industry.” His central prediction: “I think by 2050, the ... Investor: 'By 2050, The Biggest Companies Operating in Space Won't Be Space Companies'...
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15.07.26 - 20:06
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Inside Ode with Anthropic, the startup betting AI services are the future of enterprise (TechCrunch)
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Can a handful of engineers really do the work of an army of consultants? That's the bet behind Ode with Anthropic — the joint venture dedicated to embedding forward-deployed engineers in enterprise firms, backed by Anthropic, Blackstone, Hellman & Friedman, Goldman Sachs and others. On this episode of TechCrunch's Equity podcast, Rebecca Bellan sits down with Ode's leaders Chris Taylor and Eddie Siegel, who founded Fractional AI, […]...
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15.07.26 - 18:30
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Goldman Sachs: Space Economy’s $1 Trillion Future Is ‘When, Not If’ (24/7 Wall St.)
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The trillion-dollar space economy has stopped being a science-fiction talking point. Instead, it's starting to show up in earnings reports, ETF flows, and defense budgets. On the July 15 episode of Goldman Sachs Exchanges, The Growth of the Space Industry, host Allison Nathan told listeners the sector sits at about $625 billion today and that ... Goldman Sachs: Space Economy's $1 Trillion Future Is 'When, Not If'...
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15.07.26 - 15:36
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July Rate-Hike Off The Table After Producer Price Inflation Drops Most Since COVID (ZeroHedge)
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July Rate-Hike Off The Table After Producer Price Inflation Drops Most Since COVID
Following yesterday's much cooler than expected, Goldman's Rich Privorotsky notes that today's PPI print matters more for the core PCE read-through (Fed's favorite inflation indicator), particularly healthcare and financial services.
While May's headline PPI print was hot, core was cooler than expected, and June's data release today was expected to show no change in headline producer prices.
In fact, like with CPI, headline Producer prices actually saw deflation (-0.3% MoM), equaling the biggest monthly decline since April 2020. The annual pace of producer price gains slowed to 5.5% (well below the 6.2% expected) and May's big jump was revised notably lower also...
While Services remain with modest inflation, Goods are in significant deflation now...
Core PPI (ex Food and Energy) printed +0.2% MoM, cooler than the +0.3% MoM expected, and May's rise was revised notably lower leaving Core prices up 4.7% Yo...
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