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21.04.26 - 02:57
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Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges (ZeroHedge)
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Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges
Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on "the impact of AI on profit pools."
In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to automate roads and highways.
"We expect a strong ramp up of robotaxis in China, with the robotaxi fleet in China growing from 5k in 2025 to 14k in 2026E (+195% YoY)," Chang began the note.
He pointed out that this update on China's robotaxi and robotruck fleet indicates that "Commercialization is speeding up, with several players achieving city-level break-even."
"We are raising our robotaxi forecasts for 2025-2035E by 7%-25%. By 2035E, robotaxis should account for 36% of all...
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20.04.26 - 21:30
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KBRA Assigns Preliminary Ratings to GS Mortgage-Backed Securities Trust 2026-CES2 (GSMBS 2026-CES2) (Business Wire)
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NEW YORK--(BUSINESS WIRE)--#creditratingagency--KBRA assigns preliminary ratings to 7 classes of mortgage-backed notes from GS Mortgage-Backed Securities Trust 2026-CES2 (GSMBS 2026-CES2), a $305.0 million RMBS transaction sponsored by Goldman Sachs Mortgage Company, entirely of closed-end second lien mortgages (CES; 100.0%). The underlying pool is seasoned approximately 8 months and comprises 3,854 loans, with AmeriSave Mortgage Corporation (66.4%) as the largest contributing originator. The collateral is characterized mostly by fully amortizing, fixed-rate mortgages (FRMs) with 10-year (3.0%), 15-year (5.7%), 20-year (17.4%), 25-year (1.8%) and 30-year (72.1%) terms.
The GSMBS 2026-CES2 deal structure incorporates excess spread along with a sequential interest and principal payment waterfall. Losses will be allocated reverse sequentially beginning with the Class B-3 Notes through to the Class A-1 Notes.
To access ratings and relevant documents, click here.
Click here to view the report.
Related Publicat...
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20.04.26 - 13:48
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Goldman Sachs Bullish on 3 Energy Dividend Stocks Into Q1 Earnings (24/7 Wall St.)
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Goldman Sachs is the acknowledged leader in the investment landscape on Wall Street and worldwide. The firm's top-notch research department continues to provide institutional and high-net-worth clients with the best ideas across the investment spectrum and is likely to do so for years to come. Founded in 1869, Goldman Sachs is the world's second-largest investment bank ... Goldman Sachs Bullish on 3 Energy Dividend Stocks Into Q1 Earnings...
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20.04.26 - 08:01
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Goldman sieht ernormes Potenzial bei Corvus - Anleger mit starken Nerven erwartet eine Verdopplungschance (Ariva)
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Die Experten von Goldman Sachs trauen Corvus Pharmaceuticals mit Blick auf den Wirkstoff Soquelitinib einen kräftigen Kurssprung zu. Auch andere Analysten sehen weiteres Potenzial. Doch trotz der Euphorie bleibt die Biotech-Aktie eine hochspekulative Wette auf klinische Daten und den Erfolg in einem umkämpften Milliardenmarkt. Corvus Pharmaceuticals ist eines jener US-Biotechunternehmen, die lange unter dem Radar laufen und dann binnen weniger Monate plötzlich in den Fokus der Börse rücken. Das Unternehmen wurde 2014 gegründet, sitzt in South San Francisco und ist an der Nasdaq notiert. Operativ ......
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20.04.26 - 07:00
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Research: G Sachs Expects Hong Kong IPO Fundraising to Reach USD60B This Year (AAStocks)
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Goldman Sachs said in a report that Hong Kong regained the top spot in the global equity financing market in 2025. Entering 2026, Hong Kong's IPO momentum has accelerated. So far this year, 40 companies have gone public, raising USD14 billion (YoY +488%).There are currently about 400 active applications, highlighting strong issu......
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18.04.26 - 17:24
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Goldman Sachs Kicks Off Earnings Season (Fool)
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This episode covers financial results from Goldman Sachs, plus an update on the U.S. blockade in the Strait of Hormuz and a listener question regarding SpaceX's upcoming IPO....
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18.04.26 - 00:06
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Rosner on Credit Markets Amid Geopolitical Tension (Bloomberg)
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Lindsay Rosner, Head of Multi Sector Fixed Income at Goldman Sachs Asset Management, discuss the current state of credit markets amid geopolitical tensions and private credit challenges. Rosner highlights that while credit spreads remain tight, the all-in yield remains attractive to investors. She speaks with Katie Greifeld on “Real Yield.” (Source: Bloomberg)...
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17.04.26 - 22:14
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′Permanent Scarring′ From Iran War: Goldman′s Rosner (Bloomberg)
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Lindsay Rosner, head of multi-sector team at Goldman Sachs Asset Management, joins Katie Greifeld on "Bloomberg Real Yield." Credit investors who gambled on higher-yielding corporate bonds in the midst of the Iran war are looking increasingly vindicated as markets rebound as the Strait of Hormuz reopens. (Source: Bloomberg)...
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