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Goldman Cuts Kospi 12-Month Target by 25% as AI Trade Unravels

Bloomberg Markets·Abhishek Vishnoi·4 days ago
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#bloomberg#business#goldman#sachs#group

Goldman Sachs Group Inc. strategists slashed their target for South Korea’s Kospi Index by 25%, after raising it repeatedly this year, as concerns over the artificial intelligence trade intensify.

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Under-the-radar stocks to play the next leg of the energy trade with oil prices jumping again
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Under-the-radar stocks to play the next leg of the energy trade with oil prices jumping again

With oil prices surging and the Iran conflict showing little sign of resolution, the energy trade is getting interesting again. Goldman Sachs just highlighted 10 energy stocks it likes, including some under-the-radar names that could benefit from the next…

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El-Sayed, Israel-critical Michigan Senate candidate, hires Jewish liaison
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El-Sayed, Israel-critical Michigan Senate candidate, hires Jewish liaison

The Times of Israel·7 days ago
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Veteran political consultant Lenore Goldman part of new push to swing undecided Jewish voters amid tight race with Republican rival; outreach activists focusing on rights concerns

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"Power is probably the forever bottleneck": Grid delays threaten the AI race.
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"Power is probably the forever bottleneck": Grid delays threaten the AI race.

#axios#power#goldman#infrastructure#grid

Silicon Valley moves fast and breaks things, but the U.S. electrical grid moves slowly and requires permits. The explosive growth of AI is colliding with the glacial pace of building out new power infrastructure, prompting a new warning from Goldman Sachs…

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Goldman Lifts Kospi Target to 12,000, Upgrades Taiwan to Buy
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Goldman Lifts Kospi Target to 12,000, Upgrades Taiwan to Buy

Bloomberg Markets·Sangmi Cha·5 months ago
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#bloomberg#goldman#sachs#group#boosted

Goldman Sachs Group Inc. boosted its outlook for South Korean and Taiwanese stocks, as the artificial intelligence boom drives profits in the tech-heavy markets.

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Goldman thinks tracking your AI use misses the point
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Goldman thinks tracking your AI use misses the point

Business Insider·Reed Alexander·6 months ago
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Wall Street is split on whether to track engineers' AI adoption to enforce its use. I sat down with Goldman Sachs' CIO to hear about his approach.

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Watch Markets: Goldman Sachs Says Investors Are Looking Through the Iran Conflict - Bloomberg
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Watch Markets: Goldman Sachs Says Investors Are Looking Through the Iran Conflict - Bloomberg

Bloomberg·6 months ago
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#that#conflict#goldman#sachs#mueller

Christian Mueller-Glissmann, managing director for portfolio strategy and asset allocation at Goldman Sachs, discusses risk appetite amid US efforts to end the war in Iran.…

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AI is adding to inflation, not lowering it, Goldman Sachs says
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AI is adding to inflation, not lowering it, Goldman Sachs says

Business Insider·Naomi Buchanan·6 months ago
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AI is adding to inflationary pressures facing US consumers, Goldman Sachs says. The firm expects long term gains from AI, but flags current headwinds.

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Anthropic Nears $1.5 Billion AI Joint Venture With Wall Street Firms - Slashdot

news.slashdot.org·6 months ago
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Anthropic is reportedly nearing a roughly $1.5 billion joint venture with Blackstone, Goldman Sachs, Hellman & Friedman, and other Wall Street firms to sell AI tools to private-equity-backed companies.…

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