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06.07.26 - 19:30
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Ocado co-founder to step down as chief executive in 2028 (The Guardian)
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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......
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06.07.26 - 18:00
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Is This Where AMD Catches Nvidia? Goldman Sachs Says It’s Gaining Ground (24/7 Wall St.)
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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...
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06.07.26 - 15:00
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US-Halbleiter: Goldman Sachs warnt – jetzt noch einsteigen? (Sharedeals)
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Goldman Sachs schaut auf die US-Halbleiterbranche und sieht dort in weiten Teilen noch Luft nach oben. Analyst James Schneider legte am 05.07.2026 seinen Ausblick auf die kommende Berichtssaison vor und attestiert den meisten Teilsegmenten, dass die Markterwartungen noch nicht ausgereizt sind. Doch die Rally der vergangenen Monate drückt auf die Stimmung. 88 Prozent in einem […]
The post US-Halbleiter: Goldman Sachs warnt – jetzt noch einsteigen? first appeared on sharedeals.de....
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06.07.26 - 09:24
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Goldman Sachs Sees Yen at 165 per Dollar in 12 Months (Bloomberg)
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Kamakshya Trivedi, head of global FX and interest rates at Goldman Sachs, discusses the firm's forecast for the yen which it has revised to 165 per dollar in a year's time from 155. "I think the undervaluation that you're seeing on the yen is really historic," Trivedi tells Bloomberg Television. (Source: Bloomberg)...
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