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09.06.26 - 22:15
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Goldman Details A Quiet Month For Western Nuclear While Russia And China Pick Up Speed (ZeroHedge)
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Goldman Details A Quiet Month For Western Nuclear While Russia And China Pick Up Speed
May saw multiple significant milestones and announcements in the Western nuclear industry. One of the biggest achievements was in the US last week when microreactor developer Antares brought their pilot design critical for the first time.
There were other major wins with Constellation clearing a path to bring their Three Mile Island reactor plant back to the grid years ahead of schedule, new partnerships with data centers and reactor developers including NANO and Supermicro, and Westinghouse owner Cameco stating there are as many as 20 new large reactors in the pipeline, to be formally announced in the near future.
Unfortunately, that's all the West really has to show over these past few weeks: proposals and R&D milestones.
Looking at the only scoreboard that really matters, China is now building 40 grid-scale nuclear reactors.
Goldman Sachs analyst Brian Lee reviews headlines across the nuclear ...
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09.06.26 - 17:24
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Fintech M&A Watch: 3 Stocks That Could Be Next on the Block (24/7 Wall St.)
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Fintech consolidation remains a live theme as 2026 unfolds. Goldman Sachs analysts have flagged the potential for U.S. deregulation or reduced policy uncertainty to lead to increased shareholder payouts and debt-funded M&A, and pockets of the digital lending and payments stack trade at depressed valuations that would let a strategic buyer pay a premium without ... Fintech M&A Watch: 3 Stocks That Could Be Next on the Block...
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09.06.26 - 14:45
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Evonik-Aktie: Droht hier weiteres Ungemach? (Sharedeals)
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Die Evonik-Aktie konnte ihre Erholung im Mai nicht fortsetzen. Nach dem Anstieg bis auf rund 18 € setzte eine deutliche Korrektur ein. Am Dienstag verliert sie aktuell -1,8% und steht bei 15,40 €. Die entscheidende Frage lautet nun: Handelt es sich bereits um eine attraktive Einstiegsgelegenheit – oder drohen weitere Rückschläge? Goldman Sachs und JP […]
The post Evonik-Aktie: Droht hier weiteres Ungemach? first appeared on sharedeals.de....
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09.06.26 - 13:12
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Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market (ZeroHedge)
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Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market
The global weight-loss drug market is now expected to reach $114 billion by 2030, up from Goldman's prior $101 billion forecast, as analysts cite faster adoption of oral obesity pills, stronger demand outside the U.S., and improved affordability that is expanding the patient pool.
Goldman analysts led by Asad Haider and James Quigley laid out four main drivers behind the upgraded 2030 anti-obesity drug TAM forecast (previous forecast made in Dec. 2025):
1. Higher oral vs. injectable share and a higher oral TAM. With oral NBRx (new-to-brand) prescriptions (a leading indicator) now 40-50% following the strong launch of Novo's Wegovy pill, we now expect orals to represent 40% ($46bn) of the 2030 global revenue TAM (vs. 35%/$35bn prior).
2. Shifting sales mix within orals. We balance our share splits with Novo's Wegovy pill now 38% (vs. 16% prior), LLY's Foundayo now 48% (54% prior) and "other" now 14% (vs. 30%...
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09.06.26 - 08:32
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IPO-Hammer: OpenAI vor Börsengang (Der Aktionaer)
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Sam Altman macht ernst. OpenAI, das Gesicht des weltweiten KI-Booms, hat den Antrag auf einen Börsengang bei der US-Börsenaufsicht SEC eingereicht. Damit reagiert das Unternehmen auf den enormen Kapitalbedarf für Rechenzentren und Chips. Gemeinsam mit den Investmentbanken Goldman Sachs und Morgan Stanley bereitet OpenAI ein Debüt vor, das bereits im Herbst stattfinden könnte....
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