|
|
|
|
|
07.07.26 - 20:48
|
Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up (24/7 Wall St.)
|
|
|
Ben Snider, Chief U.S. Equity Strategist at Goldman Sachs, went on CNBC to say something that should register with anyone who has been happily riding this market higher. The character of this market is shifting midyear, and the driver is a substantial increase in a substantial increase in leverage across investor types: retail margin debt, ... Goldman's Top Strategist Sees a Dangerous Amount of Leverage Piling Up...
|
|
|
|
|
07.07.26 - 17:12
|
SpaceX Joins Nasdaq 100; Crinetics Pharmaceuticals Soars on Buyout | Stock Movers (Bloomberg)
|
|
|
On this episode of Stock Movers:
- Fiserv (FISV) is climbing as the Wall Street Journal reports big banks including JPMorgan Chase, Bank of America, Wells Fargo and PNC Financial Services Group have held preliminary discussions about a deal to acquire a network owned by the financial-technology company Fiserv.
- Crinetics Pharmaceuticals (CRNC) is soaring after Vertex Pharmaceuticals agreed to buy Crinetics for $10 billion in cash to expand into endocrinology.
- SpaceX (SPCX) is lower even though at least six brokers, including Morgan Stanley and Goldman Sachs, have started coverage of SpaceX with buy-equivalent ratings. SpaceX's addition to the Nasdaq 100 should provide considerable support to the stock, considering the number of funds that track the tech-heavy benchmark. (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
07.07.26 - 00:36
|
Tech CEOs: Just Kidding About That Jobpocalypse (ZeroHedge)
|
|
|
Tech CEOs: Just Kidding About That Jobpocalypse
For three years, everyone from Goldman, to Richmond Fed President Thomas Barkin, to tech CEOs have been forecasting mass unemployment due to AI wiping out jobs - which would only be accelerated by the proliferation of cheap(er) Chinese models. Ford Motor CEO Jim Farley said last year that AI would replace "literally half of all white-collar workers in the U.S."
And while that may only be a matter of time, tech CEOs have changed their tune - albeit while facing public pitchforks over data centers, the cost of electricity, and their own forecasts of workforce doom.
OpenAI CEO Sam Altman
"Our industry underestimated how much we're going to be able to keep people at the center of everything," OpenAI CEO Sam Altman said earlier this year. In May he told CNBC "We've been roughly right on technological predictions and pretty wrong on the social and economic implications."
Last year, Anthropic CEO Dario Amodei warn...
|
|
|
|
|
06.07.26 - 19:30
|
Ocado co-founder to step down as chief executive in 2028 (The Guardian)
|
|
|
Online grocer says Tim Steiner will remain as CEO until December 2027 before taking on 'founder role' for a further yearBusiness live – latest updatesOcado's co-founder and chief executive, Tim Steiner, will stand down in 2028 after weeks of speculation over the online grocer's leadership.Steiner, who co-founded Ocado in 2000 with two other former Goldman Sachs bankers, will continue to serve as chief executive until the start of the 2028 financial year, which begins in December 2027, by which point the company hopes to have a successor in place. Continue reading......
|
|
|
06.07.26 - 18:00
|
Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground (24/7 Wall St.)
|
|
|
Artificial intelligence has become one of the biggest investment themes of the decade, but leadership inside the industry isn't standing still. Nvidia (NASDAQ:NVDA) has dominated AI accelerators for years, rewarding shareholders with extraordinary gains. Yet the next phase of the AI infrastructure buildout may look more competitive than the last. Companies are looking for alternatives ... Is This Where AMD Catches Nvidia? Goldman Sachs Says It's Gaining Ground...
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
