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16.01.26 - 12:54
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Data Centers, Power Infrastructure, Healthcare Set To Lead Next Phase Of Construction Boom (ZeroHedge)
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Data Centers, Power Infrastructure, Healthcare Set To Lead Next Phase Of Construction Boom
Eric Gaus, chief economist at Dodge Construction Network, joined Goldman Sachs analysts to discuss the overall state of U.S. building construction, assessing which project types are likely to dominate and the underlying strength of the trend.
"We come away from our discussion with a continued outlook for private non-residential construction spending to return to growth in 2026 vs 2025, with strength led by data centers, power infrastructure, and healthcare," Goldman analysts led by Adam Bubes wrote in a note on Tuesday.
For those unfamiliar with Dodge Construction, the index is a leading indicator of U.S. construction activity, measuring the dollar value of new, nonresidential building projects entering the planning phase. Analysts track the index because it provides early signals for industrials, materials, engineering firms, and REITs, and often anticipates broader turns in the business cycle...
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16.01.26 - 09:15
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Aurubis-Aktie: Endet jetzt die Rallye? (Sharedeals)
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Die Aktien des Hamburger Recyclers Aurubis haben zuletzt massiv von dem steigenden Kupferpreis profitiert. Doch war es das jetzt mit der Rallye? Goldman Sachs zeigt sich pessimistisch. Ende der Kupferrallye Der Kupferpreis hat zuletzt eine enorme Rallye gezeigt, was auch die Aktien von Aurubis nach oben getrieben hat. Doch Goldman Sachs zeigte sich in einer […]
The post Aurubis-Aktie: Endet jetzt die Rallye? first appeared on sharedeals.de....
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16.01.26 - 01:00
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Is Super Micro Still a Good Tech Stock to Own? (Zacks)
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Investors may be eying Super Micro (SMCI) as a stock that could continue to rebound, with markets receiving a nice boost on Thursday following favorable quarterly results from Taiwan Semiconductor (TSM) and Goldman Sachs (GS)....
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