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30.10.26 - 20:48
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Goldman Sachs Said Buy a Year Ago. This Stock Went on to Lose 61%. (24/7 Wall St.)
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On October 29, 2025, FMC (NYSE:FMC) reported third-quarter results with the stock at $25.68. By the next day's close it had fallen to $15.53. Then on November 3, Goldman Sachs cut its price target from $43 to $19, a 55.8% reduction, and kept its Buy rating. Since the October 31, 2025 close, FMC has lost […]...
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30.10.26 - 18:57
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Beyond The AI Massacre: S&P500 Ex-AI Stocks Head For Best Month Since 2022 (ZeroHedge)
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Beyond The AI Massacre: S&P500 Ex-AI Stocks Head For Best Month Since 2022
The AI trade was crushed Friday morning, with the Nasdaq 100 tumbling 3% and the S&P 500 down 1.5%. Intel suffered its steepest intraday decline on record as AI-led selling deepened this week's tech rout.GS Broad AI US Index, Goldman Sachs' basket of US-listed stocks exposed to AI, sank 4.7%. Meanwhile, the equal-weighted S&P 500 gained about 1.2%, a sharp divergence beneath the surface that suggests losses remained heavily concentrated in large-cap tech and AI-related stocks.The S&P 500's best-performing sector this morning has been consumer staples, up 1.64%, as the index briefly hit a new record ahead of lunchtime in New York. The S&P 1500 Consumer Staples Index rose as much as 2.3%, giving up some of those gains as 1100 ET approached. Colgate-Palmolive and Mondelez International led the advance.Colgate-Palmolive rose as much as 5.5% in premarket trading and was up 2.5% in cash sessio...
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30.10.26 - 11:12
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Schnellstes Cloud-Wachstum seit Jahren, trotzdem Minus: Verbrennt Amazon zu viel Geld? (Ariva)
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Amazons Cloud wächst so schnell wie seit Jahren nicht, doch die Aktie verliert. Schuld sind Investitionen weit über den Erwartungen. Goldman Sachs wittert trotzdem eine Chance. Zu Recht? Amazon wächst in der Cloud so schnell wie seit fast fünf Jahren nicht mehr. Die Aktie rutscht nach Vorlage der Zahlen am Donnerstagabend trotzdem rund sieben Prozent. ab. Im dritten Quartal legte der Umsatz der Cloud-Sparte Amazon Web Services (AWS) um 39 Prozent auf 46 Milliarden ......
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30.10.26 - 08:15
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M&A-Deals: LEG, BASF, Datagroup (Finance Magazin)
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Goldman Sachs baut eine Position bei LEG auf, Datagroup trennt sich von der KMU-Tochter und BASF soll seine Offerte für Evonik erhöht haben: Die spannendsten M&A-Deals der Woche im FINANCE-Rückblick....
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30.10.26 - 06:00
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«Je volatiler die Welt wird, desto attraktiver wird die Schweiz» (Finews)
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Family Offices halten trotz geopolitischer Unsicherheit an ihren Anlagestrategien fest. Darren Allaway, EMEA-Leiter von Goldman Sachs Apex Family Office Coverage im Private Wealth Management, erklärt, weshalb Sportclubs Investoren anziehen, die USA zentral bleiben und KI die Professionalisierung von Family Offices beschleunigt....
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29.10.26 - 21:42
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Moving Down in High-Grade Quality: Goldman′s Lynam (Bloomberg)
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Amanda Lynam, chief credit strategist at Goldman Sachs, and Winnie Cisar, global head of credit strategy at CreditSights, joins Scarlet Fu on "Bloomberg Real Yield." US investment-grade bond sales set an annual record as a surge in artificial intelligence spending drives companies to borrow hundreds of billions of dollars.
(Source: Bloomberg)...
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29.10.26 - 21:37
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Issuers Come to Market When Window Opens: CreditSights′ Cisar (Bloomberg)
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Amanda Lynam, chief credit strategist at Goldman Sachs, and Winnie Cisar, global head of credit strategy at CreditSights, joins Scarlet Fu on "Bloomberg Real Yield." Microsoft drew blowout demand for its $25 billion bond offering. The top-rated company's first major issuance in almost a decade attracted $115 billion of orders at its peak.
(Source: Bloomberg)...
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28.10.26 - 22:30
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Google Plunges After Ugly Top And Bottom Line Miss, As AI Cannibalizes Search And Ads (ZeroHedge)
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Google Plunges After Ugly Top And Bottom Line Miss, As AI Cannibalizes Search And Ads
Today, ahead of the doubleheader of Mag 7 reports when both Microsoft and Google parent Alphabet report, we wrote in our preview that Microsoft has become the consensus long, while Alphabet "still feels like the consensus funding short across megacaps." And both have to convince a market that, as Goldman's Rich Privorotsky put it this morning, now has "eye watering expectations":"These really matter. Eye watering expectations… buyside probably closer to Azure growth around high 40s%, Google Cloud around mid 90s%. The question isn't whether those are good numbers, but whether they can surpass already high expectations... Azure probably needs a guidance raise to be properly supportive. The nuance is capacity… if they miss elevated expectations simply because they cannot bring enough compute online. That's disappointing for near term revenue but potentially even more bullish for t...
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28.10.26 - 21:33
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MSFT Rises On Azure Beat... But Bookings Shrink And Backlog Stalls (ZeroHedge)
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MSFT Rises On Azure Beat... But Bookings Shrink And Backlog Stalls
The consensus long delivered.Microsoft (MSFT) reported Azure revenue growth of 48% in constant currency for the September quarter, crushing its own 44-45% guide, the Street's ~45% and even the ~47% buyside whisper that, as we laid out this morning in "These Really Matter", was the real hurdle. In its first-ever standalone disclosure, Azure brought in $33.2 billion, a full billion above the $32.2 billion consensus. Revenue of $92.3 billion blew past the top end of guidance, adjusted EPS of $4.89 beat the $4.72–4.73 consensus, and operating margin hit 49.8%. The stock is up strongly after hours from a weak day where Mag7 stocks lagged...And yet, buried in the investor metrics, two numbers that won't make the headlines: commercial bookings fell 12% and the $677 billion backlog didn't grow at all.Recall what Goldman's Rich Privorotsky wrote this morning (available to pro subs):"These really matter. Eye watering...
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