Goldman Sachs

Sources · 9 moments

1. 1.
   Stock Movers · Schneider Keeps Dropping, Hermès Dips, Unipol Gains

   Tiwa Adebayo · Oct 5 · Listen at 2:00 ↗

   “Their shares are falling a little this morning as they've got their first sell ratings in over a year. So we've seen analysts at Goldman Sachs and UBS expecting shares in Hermès to continue to underperform. And this is coming off the back o”

2. 2.
   Stock Movers · Schneider Down, Hermès Dips, Telefonica Up

   Louise Moon · Oct 5 · Listen at 1:40 ↗

   “Yes, also down, but less so, down about 2%. They've been hit with their first sell ratings in over a year. So that's from Goldman and from UBS. So it now has 2 sell ratings, those ones, and it compares to 16 buys. So quite an outlier there.”

3. 3.
   Odd Lots · Everything in Markets Is Now Moving Incredibly Fast

   Luke Kawa · Oct 1 · Listen at 11:26 ↗

   “I would say in theory and in practice, what we continue to see more of is the AI hardware impulse as just the straight fuel for earnings. Goldman had a good note released a couple of days ago where they said about half of earnings growth th”

4. 4.
   Equity Mates Investing Podcast · The Infrastructure Behind AI, Electrification and Energy Security with Shane Hurst

   Bryce Leske · Oct 1 · Listen at 20:03 ↗

   “Yeah, it's amazing how much money is being spent on this infrastructure. What, it's the estimates are like $700 billion by the hyperscalers this year. It was like over a trillion next year. But I saw Goldman Sachs recently revise their esti”