Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,266 signal articles · 41 in last 24h · 115,327 total before filter · latest 1h ago
41last 24h
1797last 7d
300● bullish (7d)
170● bearish (7d)
205publishers
AllMacro319Earnings843M&A103Regulatory25Product16Analyst25
✕ clear all filtersticker: GSSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
The Bull Case For Goldman Sachs Group (GS) Could Change Following Record Q2 Earnings And Bigger Buybacks
Simply Wall St.23d agobullish
The Bull Case For Goldman Sachs Group (GS) Could Change Following Record Q2 Earnings And Bigger Buybacks

Earlier in July 2026, Goldman Sachs reported strong second-quarter results, with net income rising to US$6.63 billion and earnings per share roughly doubling year-on-year. Alongside these results, Goldman Sachs intensified capital return and funding actions, including billions in new bond and preferred issuances plus continued buybacks and a higher quarterly dividend. We’ll now examine how this combination of record earnings and increased capital returns might influence Goldman Sachs’...

Bloomberg23d agoneutral
Hedge Funds’ Favorite US Bond Trade Is Sputtering

(Bloomberg) -- Hedge funds’ most popular trade in the US bond market is showing signs of maxing out.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyAlphabet’s $205 Billion Spending Target Fuels AI Cost FearsKnown as the basis trade, the strategy involves wagering on the small pr

Goldman Sachs gives major reset to YETI Holdings stock target
TheStreet24d agoneutral
Goldman Sachs gives major reset to YETI Holdings stock target

YETI Holdings (YETI) stock has been subject to a lot of skepticism for most of the past two years, doubted by the same Wall Street that once loved it. However, on Monday, one of its biggest skeptics changed its mind in a big way. Goldman Sachs upgraded YETIto Buy from Neutral and lifted its ...

Bloomberg24d agoneutral
CoreWeave-Backed Data Center Plans $3.5 Billion Junk-Bond Sale

(Bloomberg) -- Galaxy Digital Inc. is planning to raise about $3.5 billion from a debut junk-bond sale to fund a data center tied to CoreWeave Inc., extending AI financing’s push into the riskier corners of the US credit market.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IP

Goldman Sachs backs surprising non-AI stocks
TheStreet25d agoneutral
Goldman Sachs backs surprising non-AI stocks

For investors who owned artificial intelligence stocks over the past three years, their portfolio has probably done well. But one of Wall Street's most influential banks is now flagging a risk to the AI-heavy positioning that has dominated portfolios. Goldman Sachs released a research note ...

Bloomberg25d agoneutral
JPMorgan, Goldman Set for $100 Million Paydays on SoftBank’s Record Loan

(Bloomberg) -- Global banks are poised to reap a windfall from SoftBank Group Corp.’s unprecedented borrowing binge as they fund the debt-laden conglomerate’s enormous artificial intelligence bet.Most Read from BloombergApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesChina AI Sensation Moonshot’s Gamble on Big Models Pays OffYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawUS Allies in Persian Gul

Goldman Sachs Group (GS) Issues Fresh Preferred Shares, Is The Stock Already Overvalued?
Simply Wall St.25d agoneutral
Goldman Sachs Group (GS) Issues Fresh Preferred Shares, Is The Stock Already Overvalued?

Why Goldman Sachs Group stock is in focus after fresh capital moves Goldman Sachs Group (GS) has come back to market with a new perpetual preferred offering of depositary shares, giving investors fresh information on how the bank is raising longer term capital. The preferred security is described as non convertible, callable and non cumulative, which means it sits in the capital structure between common equity and senior debt and can be redeemed by Goldman Sachs Group after certain conditions...

Bloomberg25d agobullish
Wall Street Talks Up Carry Trade as Returns Soar Most in Decades

(Bloomberg) -- One of the most enduring foreign-exchange bets is off to its best run in decades as surprisingly muted volatility across asset classes has investors piling into carry trades.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffTrump Vows 50% Tariff on Canadian Goods Using Depression-Era LawMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Troo

Goldman Sachs (GS) Stock Looks Near Fair Value After A 217% Run
Simply Wall St.25d agoneutral
Goldman Sachs (GS) Stock Looks Near Fair Value After A 217% Run

Goldman Sachs Group stock has delivered a very large 5 year gain, yet current checks suggest it now looks closer to fairly priced, with the Excess Returns intrinsic value estimate and earnings based multiples both pointing to only a modest valuation gap rather than a clear bargain. Goldman Sachs Group has returned 216.8% over 5 years, which puts the current valuation debate into focus after such a strong run. Strong recent earnings momentum tied to investment banking and AI related client...

Bloomberg25d agoneutral
China at Risk of 20% Youth Joblessness as Labor Distress Spreads

(Bloomberg) -- China’s unemployment among young people could be headed for levels last seen more than three years ago, as a record number of graduates prepare to enter the labor market at a time when AI is threatening to displace more entry-level jobs.Most Read from BloombergYemen’s Houthis to Impose Maritime Blockade on Saudi ArabiaChina AI Sensation Moonshot’s Gamble on Big Models Pays OffMoonshot’s Kimi K3 May Be More About Memory Than ComputeUS Strikes Iran in Escalating Campaign After Troop

Bloomberg26d agoneutral
Goldman Says Brent Could Top $120 If Hormuz Disruptions Persist

(Bloomberg) -- Brent crude could rally to more than $120 a barrel by the fourth quarter if disruptions to flows through the Strait of Hormuz persist, according to Goldman Sachs Group Inc., although that’s not the bank’s base case.Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeChina AI Sens

Goldman Sachs (GS) Says Hedge Funds Made Their Biggest US Tech Exit Yet
Simply Wall St.26d agoneutral
Goldman Sachs (GS) Says Hedge Funds Made Their Biggest US Tech Exit Yet

Goldman Sachs Group (NYSE:GS) reports that hedge funds have sold US tech stocks at a record pace over the past two months. The firm says this is the largest retreat from the sector since its Prime Services unit began tracking the data more than a decade ago. The shift highlights changing institutional positioning in a sector that has been central to equity trading activity. For investors watching Goldman Sachs Group, the report highlights how deeply the bank is plugged into institutional...