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11.07.26 - 18:15
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Was SK Hynix′s US Debut The AI Bubble Top? BNP Says It′s Still 1998 (ZeroHedge)
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Was SK Hynix's US Debut The AI Bubble Top? BNP Says It's Still 1998
With SK Hynix's American depositary receipts now trading under the temporary ticker SKHYV as of late Friday morning, the seven-times-oversubscribed offering highlights Wall Street's rush for more direct exposure to high-bandwidth memory amid the AI infrastructure boom.
Against the backdrop of mounting concerns about an AI infrastructure bubble, Roth Capital Partners' sales trading team asked clients earlier Friday: "How will investors, looking back two years from now, view the timing and significance of SK Hynix's US offering?"
Taking a look at the GS TMT Memory Exposed Index (GSTMTMEM Index), Goldman Sachs' thematic basket tracking companies with high exposure to the memory chip cycle, the trade appears to have peaked in mid-June.
Zooming in on the recent price action in the GSTMTMEM Index:
That rollover has since spread into the broader South Korean market, with the Kospi entering a bear market this week as...
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10.07.26 - 20:15
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Three Reasons Gas Prices Are Likely To Remain Elevated (ZeroHedge)
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Three Reasons Gas Prices Are Likely To Remain Elevated
The US national average for regular 87-octane gasoline remained uncomfortably above the politically sensitive $4-per-gallon threshold for roughly two and a half months. That stretch pressured lower-income consumers, forcing many to trade down or cut discretionary spending while weighing on broader consumer sentiment. The key question now is whether pump prices have further room to fall or whether current levels will become the new normal this summer.
Answering that question is Goldman's leading commodity expert Daan Struyven, who penned a note on Thursday explaining the three forces keeping pump prices high:
Reason #1: Tight Refining Fundamentals
Exhibit 4: The Global Refining Utilization Rate Was Near Historical Highs Before the Hormuz Shock
Exhibit 5: Refined Oil Products Stocks Are Low
Reason #2: Ongoing Refined Products Supply Shocks
Exhibit 6: Combined Refinery Outages in Russia and the Middle East Are 4.6mb/d Above Their Seasonal N...
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10.07.26 - 18:01
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Goldman Sachs bans employees from some prediction market contracts (The Hill)
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Goldman Sachs is placing restrictions on employee trading on some prediction markets, a source familiar confirmed to The Hill on Friday. Staff at the investment banking giant are permitted to place wagers related to sports and entertainment but are barred from trading on markets tied to specific companies, financial markets or election outcomes. Bloomberg first......
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10.07.26 - 10:01
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Tokmanni Group Corporation: Disclosure under chapter 9, section 10 of the securities market act (The Goldman Sachs Group, Inc.) (Cision)
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Tokmanni Group Corporation Stock exchange releases 10 July 2026 at 11:00 am
Tokmanni Group Corporation has received an announcement from The Goldman Sachs Group, Inc. on 9 July 2026, in accordance with the Finnish Securities Market Act Chapter 9, Section 5. According to the announcement, The Goldman Sachs Group, Inc.'s holding through financial instruments in Tokmanni Group Corporation's shares and voting rights increased over the level of 5%, as a result of share transactions concluded on 8 July 2026. The holding through financial instruments amounted to 3,194,296 shares,...
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