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30.01.26 - 01:33
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"Do It Now": Industry Insiders Urge Consumers To Front-Run PC, TV, Smartphone Purchases As ′Memory Crunch′ Will Intensify (ZeroHedge)
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"Do It Now": Industry Insiders Urge Consumers To Front-Run PC, TV, Smartphone Purchases As 'Memory Crunch' Will Intensify
A global shortage of high-bandwidth memory (HBM) has emerged in recent months, and some of the first casualties of the "great memory crunch" were flagged by Goldman in December, starting with consumer electronics companies such as Nintendo.
The list of victims has continued to expand. Last week, we noted that smartphones, PCs, and other consumer electronics dependent on HBM were set to come under pressure. Goldman then followed with another note, warning that it had slashed global PC shipment forecasts due to soaring memory prices. Now the list of victims is expanding yet again, and we suspect this memory price shock will persist through the year.
Bloomberg Opinion's US technology columnist Dave Lee opined that, "One frustrating characteristic of the AI boom seems to be that everyone must pay for it, regardless of any interest in using it. For s...
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29.01.26 - 18:54
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Goldman Says "Good Opportunity To Buy Dip" In Obesity Drug Stocks (ZeroHedge)
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Goldman Says "Good Opportunity To Buy Dip" In Obesity Drug Stocks
Novo Nordisk shares in Europe appear to be forming a base after a 5.5-month bottoming process, following a mid-2024 peak and a subsequent 71% collapse.
Goldman analyst Faris Mourad is telling clients this week that "obesity drugs narrative sentiment is on the rise" and "it's an opportunity to buy the dip."
Mourad explained:
The relative performance of the Obesity Drugs basket (GSHLCBMI) to the S&P 500 (SPX) is lagging its narrative sentiment. The basket is down -2 standard deviations today and we think it's a good opportunity to buy the dip.
We flagged the obesity drug theme yesterday: We like going long our global obesity drugs basket (GSHLCBMI) since it provides exposure to the leading companies (LLY and NVO) as well as potential emerging leaders in this space: market is moving beyond the dominance of a few key players, with new entrants and diverse therapeutic approaches intensifying competition. Large pharmaceutical compan...
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29.01.26 - 16:31
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Ab nach China (Handelszeitung)
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Ex-Goldman-Sachs-Banker Dominik Ess unterstützt Schweizer KMU beim Sprung nach Osten. Für Schweizer Exporteure war die US-Politik ein Weckruf....
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29.01.26 - 08:24
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Manchester Shows What UK Economic Revival Can Look Like (Bloomberg)
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“They just thought it was a bunch of cocky Mancunians talking bullshit,” says Jim O'Neill, the former Treasury minister and Goldman Sachs chief economist. “But the more time goes on and the more the evidence becomes clear, they're like, 'Oh my God.'”O'Neill is talking about Greater Manchester, whose economy has been growing at twice the UK's national rate. It's attracted the highest foreign direct investment outside the capital, drawing global companies like IBM, Booking.com, Klarna, Bosch, Roku...
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29.01.26 - 06:06
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Jari Stehn: «Wachstumskluft von Europa zu den USA wird sich noch vergrössern» (Finews)
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Der alte Kontinent wird künftig wachstumsmässig noch mehr hinterherhinken. Das hat gemäss dem Chefökonomen Europa von Goldman Sachs mit dem Arbeitskräftepotenzial, den Investitionen und der Produktivität zu tun. «Europa leidet unter zu viel Regulierung, zu hohen Energiekosten und zu wenig Strukturreformen.» Zudem verrät Jari Stehn, weshalb er sich heute mehr mit der Politik und Parteiprogrammen beschäftigt als früher....
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