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07.05.26 - 22:39
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Nvidia′s $1 Trillion Promise May Just Be The Start — Ask Goldman Sachs (Benzinga)
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Goldman raised Nvidia estimates 12% before May 20 earnings. CY26/27 EPS sit 14%–34% above consensus. The bar is high.
Latest Ratings for NVDA
DateFirmActionFromTo Mar 2022Goldman SachsReinstatesNeutral Feb 2022Summit Insights GroupDowngradesBuyHold Feb 2022MizuhoMaintainsBuy
View More Analyst Ratings for NVDA
View the Latest Analyst Ratings
Importance Rank:
1
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07.05.26 - 16:30
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Goldman Cuts ARM To Sell On Shocking Smartphone Weakness (ZeroHedge)
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Goldman Cuts ARM To Sell On Shocking Smartphone Weakness
Arm Holdings ADRs sank nearly 9% in premarket trading, on track for the largest intraday decline in almost a year, after the chip-architecture company reported softer-than-expected fiscal fourth-quarter royalty revenue tied to a slowdown in the smartphone industry, while assuring investors that data center demand can offset the slump.
During an earnings call, Wells Fargo analyst Joe Quatrochi asked Arm CEO Rene Haas:
"Clearly, data centers are very strong and accelerating, but then how do you think about consumer electronics, smartphones, et cetera?"
Haas responded:
So in terms of Q4, as we said before the quarter, we had a bit of a tough comp in that. We had a particularly strong ramp of maybe 400 [ph], a year ago, more so than what we expected this year.
As a result, you saw a bit of a slowdown in royalty revenue. As indicated by our guidance, we're expecting that to get back to the kind of 20% range by Q1.
So I would say w...
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07.05.26 - 14:48
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M&G holt langjährigen Manager von Goldman Sachs - Fondsnews (Fondscheck)
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Wien (www.fondscheck.de) - M&G Investments hat Paul Haegy zum Leiter Infrastructure Debt und Private Placements innerhalb des 93 Milliarden Euro umfassenden Private-Markets-Geschäfts ernannt, so die Experten von "FONDS professionell".
In der neu geschaffenen Position übernehme Haegy die Verantwortung für den weiteren Ausbau der Origination und Strukturierung von Infrastrukturkrediten. [mehr]...
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07.05.26 - 12:42
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UK Jet Fuel Rationing Risks Emerge As Goldman Warns Of "Extreme Physical Tightness" (ZeroHedge)
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UK Jet Fuel Rationing Risks Emerge As Goldman Warns Of "Extreme Physical Tightness"
Brent crude futures briefly tumbled below $100 a barrel on Wednesday morning after an Axios report indicated the Trump administration and Tehran were working toward a one-page memorandum of understanding to end the war and reopen the Strait of Hormuz.
Still, any near-term peace deal would not immediately normalize the badly fractured global energy supply chains. Crude products markets remain physically tight, and the damage from months of disrupted tanker flows will take time to unwind. Some countries may already be entering a critical point, with jet fuel and diesel inventories at risk of being drawn down to dangerously low levels in the months ahead.
Goldman analysts, led by Michele Della Vigna, warned about diesel and jet fuel availability in Europe ahead of the summer months, noting that "extreme physical tightness in summer/early autumn" is a scenario they are forecasting.
"We beli...
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07.05.26 - 12:03
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Goldman Sachs, J.P. Morgan, TD Securities, Morgan Stanley, and Bank of America Join LTX in Bid to Unlock Greater Liquidity in Corporate Bonds (PR Newswire)
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Broadridge-backed LTX to add Representatives from J.P. Morgan and TD Securities to its Board of Directors NEW YORK, May 7, 2026 /PRNewswire/ -- LTX, an AI-powered corporate bond e-trading venue backed by global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR), today......
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07.05.26 - 07:48
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HawkEye Set For NYSE Debut After Raising $416 Million, IPO Priced At $26 (Benzinga)
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Space analytics company HawkEye 360 set its initial public offering (IPO) price at $26 on Wednesday.
The Herndon, Virginia-based company sold 16 million shares, which is expected to raise about $416 million. HawkEye is expected to begin trading on Thursday on the New York Stock Exchange under the ticker symbol "HAWK."
A Strategic Move
The offering consists entirely of newly issued common shares being sold by HawkEye 360. The company said the $416 million figure is before underwriting fees and other costs tied to the deal.
Underwriters also received a 30-day ability to buy up to 2.4 million additional shares at the IPO price, minus underwriting discounts and commissions. That provision could expand the share count sold if exercised.
The offering was underwritten by Goldman Sachs, Morgan Stanley, RBC Capital Markets, Jefferies and BofA Securities.
Growing Demand for Space Intelligence
Several major developments are underway in the industry. The White House rolled out the National Initiative for ...
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07.05.26 - 06:06
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Kommt′s zum Ausverkauf bei den Schweizer Privatbanken? (Finews)
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Die Amerikaner von «Goldie», Goldman Sachs, gelten laut einer Studie von 2025 als beste Schweizer Privatbank. Traurig genug. Doch Insider sehen für Banken mit weniger als 10 Milliarden Franken verwalteter Vermögen keine Zukunft mehr. Was ist los auf dem Schweizer Bankenmarkt?...
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06.05.26 - 13:54
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5 Goldman Sachs Top Picks for May Are Safe, Pay Dividends With Double-Digit Upside (24/7 Wall St.)
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Founded in 1869, Goldman Sachs is the world's second-largest investment bank by revenue and is ranked 82nd on the Fortune 500 list of the largest U.S. corporations by total revenue. The Wall Street white-glove firm offers financing, advisory services, risk distribution, and hedging for the firm's institutional and corporate clients. In addition, they produce some ... 5 Goldman Sachs Top Picks for May Are Safe, Pay Dividends With Double-Digit Upside...
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06.05.26 - 11:24
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Private Markets: M&G macht Goldman-Sachs-Manager zum Infrastruktur-Debt-Chef (Das Investment)
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M&G Investments schafft eine neue Führungsrolle für Infrastructure Debt und Private Placements. Paul Haegy übernimmt sie – nach mehr als 15 Jahren bei Goldman Sachs.M&G Investments ernennt Paul Haegy zum Leiter Infrastructure Debt und Private Placements. Die Position ist neu geschaffen. Haegy berichtet an James King, der die 31 Milliarden Euro umfassende Private & Structured Credit-Plattform von M&G leitet. Mehr als 15 Jahre bei Goldman Sachs Haegy wechselt nach mehr als 15 Jahren bei Goldman Sachs zu M&G. Zuletzt war er dort als Leiter EMEA Infrastructure and Energy Financing tätig. In dieser......
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