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05.08.26 - 13:12
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SpaceX-Aktie auf Tauchstation, Goldman Sachs hält dagegen (Der Aktionaer)
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Auf den ersten Blick waren die Q2-Zahlen durchaus gut: Der Umsatz übertraf die Erwartungen der Wall Street deutlich und auch der Verlust je Aktie fiel geringer aus. Problem: Die Investitionen liefen aus dem Ruder. Ergebnis: Die Anleger schickten die SpaceX-Aktie dennoch auf Talfahrt....
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05.08.26 - 12:36
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China′s AI revenue projected to reach US$13b on breakthroughs, adoption: Goldman Sachs (SCMP)
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Rising cost efficiency and rapidly advancing capabilities from players like DeepSeek and MiniMax have prompted Goldman Sachs to raise its run-rate revenue forecast for China's artificial intelligence model market by 30 per cent to US$13 billion.
In a research note published on Monday, the US investment bank boosted its year-end annualised recurring revenue (ARR) projection for mainland Chinese AI models from US$10 billion, citing aggressive price cuts, technical breakthroughs and accelerating......
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05.08.26 - 06:30
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Goldman Sachs′ Keung on Chinese AI Models (Bloomberg)
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Ronald Keung, Head of Asia Internet Research at Goldman Sachs, expects competition for best performance-to-cost balance to intensify among Chinese AI developers. He speaks on "Bloomberg: The China Show." (Source: Bloomberg)...
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04.08.26 - 20:24
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S&P 500 Rally Faces Earnings Test | Open Interest 8/4/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." A new S&P 500 record is in sight as earnings put the rally to the test. SpaceX and Palantir take center stage, while oil slides on hopes for a US and Iran breakthrough. Plus, Redd Brown joins us on McDonald's leadership shakeup, Bob Sloan of S3 says SpaceX is the "frothiest trade the market has even seen." Phantom CEO Jim Cantrell takes a deep dive into the space boom, and Goldman's Amanda Lynam joins us with a look at hidden credit stress. (Source: Bloomberg)...
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04.08.26 - 17:01
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Goldman Warns of Hidden Credit Stress (Bloomberg)
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Goldman Sachs' chief credit strategist Amanda Lynam says today's credit-market pressure is about dispersion, not widespread disruption. She joined Bloomberg Open Interest to explain why software borrowers face growing maturity risks, which private-credit warning signs matter most and how debt markets could help finance the massive AI buildout. (Source: Bloomberg)...
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