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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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10.06.26 - 17:15
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Symrise-Aktie: Der 7%-Sprung, der niemanden vorbereitet hat (Sharedeals)
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Es ist einer jener seltenen Tage, an dem nicht eine, sondern gleich zwei der einflussreichsten Banken der Welt dieselbe Aktie hochstufen und der Markt prompt antwortet. Die Symrise-Aktie legte gestern um rund +7% zu. Ein DAX-Wert, den kaum jemand auf dem Radar hatte und der plötzlich die Liste der Tagesgewinner anführt. Was wissen Goldman, JPMorgan […]
The post Symrise-Aktie: Der 7%-Sprung, der niemanden vorbereitet hat first appeared on sharedeals.de....
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10.06.26 - 16:06
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Are Big Banks Actually Buying XRP Right Now? (24/7 Wall St.)
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Two of the most-watched banks on Wall Street went in opposite directions on XRP (CRYPTO:XRP) last quarter. Goldman Sachs, which held more XRP through ETFs than the other top disclosed institutions combined, sold all of it. While Morgan Stanley bought XRP exposure for the first time, and it spent about $15,000 doing it. Meanwhile in ... Are Big Banks Actually Buying XRP Right Now?...
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10.06.26 - 15:30
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SAP-Aktie: Droht jetzt der nächste Absturz? (Sharedeals)
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Nach einer gut zweiwöchigen Erholung gerät die SAP-Aktie seit Anfang Juni wieder zunehmend unter Abgabedruck. Am Mittwoch verliert der Titel weitere -4,5% und ist damit schwächster Performer im DAX. Seit dem Zwischenhoch belaufen sich die Abgaben auf fast -15%. Was steckt hinter der neuerlichen Kursflaute und wie sollten sich Anleger nun verhalten? Goldman Sachs senkt […]
The post SAP-Aktie: Droht jetzt der nächste Absturz? first appeared on sharedeals.de....
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10.06.26 - 15:12
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3 Fintech Stocks Face Takeover Pressure as Consolidation Wave Builds (24/7 Wall St.)
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Fintech consolidation is heating up as scaled payments, banking, and brokerage players hunt for vertical specialists with profitable unit economics. The 2026 backdrop favors deals: large incumbents have stronger balance sheets, artificial intelligence (AI) integration is forcing platform thinking, and several mid-cap fintechs have repriced lower from their post-IPO peaks. Goldman Sachs Asset Management has ... 3 Fintech Stocks Face Takeover Pressure as Consolidation Wave Builds...
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10.06.26 - 12:03
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John Marshall Joins Carrick Lane as Senior Partner (PR Newswire)
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Former Goldman Sachs strategist will focus on strategy and product development as wealth management firms seek strategies to help clients generate income, diversify portfolios and manage risk NEW YORK, June 10, 2026 /PRNewswire/ -- Carrick Lane LLC, an investment manager specializing in......
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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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