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11.06.26 - 12:15
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ASML-Aktie: Goldman Sachs legt schon wieder nach (Der Aktionaer)
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In den vergangenen Wochen haben die Analysten bei ASML reihenweise ihre Kursziele erhöht. Ende Mai präsentierte UBS-Experte Francois-Xavier Bouvignies mit 1.900 Euro ein neues Top-Kursziel. In der vergangenen Woche zog JPMorgan-Stratege Sandeep Deshpande nach....
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11.06.26 - 01:30
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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth (ZeroHedge)
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Goldman Flags Tightening Power Grid In Texas Amid Rapid Data Center Growth
Goldman shared some of their thoughts on the tightening of power markets as the decade comes to a close. ERCOT's own Preliminary Long-Term Load Forecast now sees baseline peak-summer demand (excluding most medium and large loads) growing at a 5.2% average annual rate from 2026 through 2030. This is already well above the 3.4% realized average of 2022-2025.
Layer in the medium- and large-scale additions, overwhelmingly data centers plus crypto and industrial electrification, and the forecast explodes to 31% average annual peak-summer growth.
Put that in national context and Texas alone would account for 39% of total U.S. peak-summer power demand by 2030, up from just 11% last year, assuming the rest of the country continues its slower recent trajectory.
Goldman analysts flag a 200 GW queue of large-load applications sitting with the grid operator. Even if only 10% of that queue ultimately energizes, it would still l...
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11.06.26 - 00:06
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Goldman′s Gupta: Very Constructive on Earnings Cycle (Bloomberg)
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Anushka Gupta, Head of Americas at Goldman Sachs Apex, to discuss the market developments on a Wednesday afternoon. The conversation centers around the recent decline in stock prices triggered by escalating tensions between the US and Iran. She speaks with Romaine Bostick & Katie Greifeld on "The Close." (Source: Bloomberg)...
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10.06.26 - 19:24
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Goldman Breaks Down Build America 250 Impact On Construction Stocks (ZeroHedge)
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Goldman Breaks Down Build America 250 Impact On Construction Stocks
The Build America 250 bill is a proposed transportation infrastructure funding package covering federal projects between 2027 and 2031 and would succeed the Biden-era Infrastructure Investment and Jobs Act, which expires in the coming months.
Goldman analysts, led by Ben Rada Martin, stated that the Build America 250 bill has cleared House committee approval with limited amendments, providing greater clarity around $580 billion for highways, bridges, and other transportation infrastructure.
One main point from the Goldman note is that Build America 250 is not another IIJA-style boom. For the Federal Highway Administration, Martin sees only about an 8% nominal increase relative to IIJA levels, after IIJA delivered a more than 50% federal funding uplift.
Martin pointed out that bridge funding jumped by about 29%, while rail and transit programs face reductions. He expects public highway spending to grow by 6% in 2026 and 5% in 2...
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