Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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Bloomberg: SpaceX IPO Becomes Goldman Sachs' "Multiple-Fee" Feast, Advisor Fees Bring in Roughly $100 Million as Client Cash-Outs Further Contribute Hundreds of Millions in Incentive Fees
According to Bloomberg, Goldman Sachs earned hundreds of millions of dollars in incentive fees by helping clients make early investments in SpaceX ahead of its listing this June at a $1.77 trillion valuation. Insiders revealed that more than five years ago, Goldman Sachs had already assisted select high-net-worth clients in investing in SpaceX, when the company's valuation was only tens of billions of dollars. Following SpaceX's listing, Goldman Sachs clients who sold their shares realized massive gains, while simultaneously generating hundreds of millions of dollars in incentive fees for Goldman Sachs.
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June
Goldman Sachs pushes back expectations for Fed rate hikes to December
Goldman Sachs' latest report adjusts expectations for the Federal Reserve's monetary policy path, pushing the timing of the first rate hike from October to December.
Goldman Sachs: Palantir's FDE moat is deeper than expected, verticalization catalyzes growth
According to research, Goldman Sachs' September 28, 2026 research report indicates that Goldman Sachs hosted an investor meeting with Palantir CFO Dave Glazer, maintaining a Neutral rating with a 12-month price target of $204, reflecting 7.6% upside. Approximately 97% of clients utilize AIP Evolve, with contracts typically spanning around three years, and clients often expand engagements roughly 18 months post-deployment. One major potential competitor withdrew from direct competition after evaluating this growth strategy. Goldman Sachs believes that Palantir's frontline deployment engineer (FDE) moat offers greater stickiness than standard FDE deployment. Competitive pressure mainly stems from internal enterprise IT, while model vendors and data platforms provide complementary positioning. The three vertical focus areas are: Financial Services, which will add a former AIG CEO; Semiconductors, partnering with NVIDIA; and Next-Gen Cloud, collaborating with Nebius. The $204 price target is based on a 60x multiple applied to free cash flow estimates for Q5 through Q8.
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Next-Gen
NVIDIA
With nearly three decades of experience at Goldman Sachs, Lisa Mantil joins Polymarket as Head of Institutional Business Growth
Odaily News: Prediction market trading platform Polymarket has hired Lisa Mantil, a Goldman Sachs veteran with nearly thirty years of experience, as Head of Institutional Business Growth to drive its plans to attract Wall Street liquidity. Mantil was previously a partner at Goldman Sachs and served as the global head of the bank's ETF Accelerator.
Polymarket
Street
Goldman Sachs: Upgrades AI Switching Market Forecast, Rates ANET and CLS as Buy
According to Chaoxiang research, Goldman Sachs noted in its research report dated September 28, 2026 that the 650 Group has raised its 2030 forecast for the AI Ethernet data center switch market to approximately $100 billion, with a compound annual growth rate (CAGR) of 65% from 2025 to 2030. The AI server market is projected to reach $1.3 trillion by 2030, up approximately 4% from prior estimates. The traditional data center switch market forecast was revised upward by an average of 42% for the 2026–2030 period. Goldman Sachs forecasts Arista Networks (ANET) 3Q26 revenue of $3.48 billion and EPS of $1.11, both above market consensus; Celestica (CLS) 3Q26 revenue of $5.36 billion aligns with expectations, while EPS is revised down to $2.85 due to dilution from a $3 billion equity offering; F5 (FFIV) F4Q26 revenue of $894 million exceeds market consensus. Goldman Sachs believes AI network demand is being underestimated, with ANET and CLS identified as the primary beneficiaries. ANET retains a Buy rating with a $225 price target; CLS retains a Buy rating, with 2027 and 2028 EPS forecasts above market consensus; FFIV retains a Neutral rating with a $400 price target. Campus network expenditure forecasts were simultaneously adjusted upward, with WLAN and enterprise switching revised up by approximately 6% and 8%, respectively.
ColdStack
Market
Neutral
Goldman Sachs: HOOD Crypto Trading Exceeds Consensus by 87%, Target Price Raised to $145
According to Chaoxiang Research, Goldman Sachs' September 28, 2026 research report indicates that HOOD's September crypto volume increased 21% month-over-month to $21.9 billion, 87% higher than market consensus; event contract volume rose 37% sequentially, outperforming consensus by 36%. Stock and options volumes saw a slight sequential decline but remained 17% and 43% above consensus, respectively. Goldman Sachs raised its net revenue forecasts for 2026 to 2028 by 1%, 4%, and 4%, respectively, while adjusting its EPS forecasts by -1%, +4%, and +3%. Goldman Sachs noted that a steeper yield curve served as the second driver behind the revenue upgrade. The market forward rate curve implies approximately 3.5 additional rate hikes to the Federal Funds Rate by the end of 2027 compared to prior models, supporting net interest income. The target price was raised from $144 to $145, maintaining a Buy rating, with the current share price of $116.46 representing a 24.5% upside potential.
Price
Goldman Sachs: U.S. Economic Resilience Underestimated, Interest Rate and Oil Price Shocks Impact Just 0.4 Percentage Points
According to Chaoxiang Research, Goldman Sachs' research report dated September 28, 2026 maintains its 2026 U.S. GDP growth forecast at 2.2%, only 0.3 percentage points lower than the beginning-of-year estimate. Third-quarter growth is projected at 3.4%, near the potential growth rate of 2.3%. The net impact of financial conditions is 0.1 percentage points, with rising interest rates offset by stock price gains, narrowing credit spreads, and a weaker U.S. dollar. Oil price shocks act as a headwind of 0.3 percentage points, resulting in a combined drag of approximately 0.4 percentage points. Goldman Sachs believes the market has overestimated the impacts of interest rates and oil prices. Consumer spending grew by 2.2%, 0.2 percentage points above model forecasts, serving as the primary source of economic resilience. Residential investment faces a headwind of approximately 2.6 percentage points from high interest rates, while consumer and business investments each contribute positively by about 0.1 to 0.2 percentage points. The recovery in energy capital expenditures partially offsets the drag from consumption. Tightening financial conditions and higher oil prices collectively weigh on growth by roughly 0.4 percentage points, with Goldman Sachs' downward adjustment to its full-year forecast being slightly smaller than this figure.
DataPig
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Price
Goldman Sachs Brings $100 Billion Treasury Fund to Institutional Crypto Network
Goldman Sachs will provide its approximately $100 billion government bond fund, FTIXX, to institutional clients through the crypto settlement network Lynq. This initiative does not employ a tokenization model and aims to provide a yield channel for the idle funds of digital asset companies.
Treasury
Goldman Sachs Connects $100 Billion Treasury Fund FTIXX to Lynq
Odaily News: Goldman Sachs' $100 billion treasury fund FTIXX has launched on Lynq as the first external fund, providing institutional digital asset companies with access to a traditional treasury fund.Unlike BlackRock's BUIDL and Franklin Templeton's BENJI, FTIXX will not be tokenized, with Lynq serving merely as a new distribution channel for the existing fund. Lynq clients can park cash in FTIXX between trades to earn yield until the funds are needed for other purposes. (CoinDesk)
Benjamin
CoinDesk
Franklin
Franklin Templeton
Starter
Treasury
Hut 8 Completes $1.07 Billion Four-Year Senior Secured Revolving Credit Facility, Led by JPMorgan
Odaily News: Hut 8 announced the completion of a $1.07 billion four-year senior secured revolving credit facility, with JPMorgan serving as Lead Arranger, Bookrunner, and Administrative Agent, Citi, Goldman Sachs, and Morgan Stanley serving as Joint Lead Arrangers and Joint Bookrunners, and a syndicate comprising 12 lending institutions in total. Hut 8 is primarily engaged in energy infrastructure and digital asset mining businesses.
Joint
摩根大通
Goldman Sachs: AI Capital Expenditure to Rise 54% in 2027, Hyperscaler Valuations at Ten-Year Lows
According to Chaoxiang Research, a Goldman Sachs research report dated September 24, 2026, states that major U.S. hyperscalers will allocate capital expenditures of $800 billion in 2026, $1.2 trillion in 2027, and $1.4 trillion in 2028. The growth rate is projected to decelerate from nearly 100% in 2026 to 54% in 2027 and 12% in 2028. Goldman Sachs estimates that hyperscalers will need to generate approximately $300 billion in annual AI revenue over the next few years to achieve break-even, meaning AI users must spend around $1 trillion annually on AI applications. Valuations in the semiconductor sector remain conservative, with memory stocks trading at a two-year forward P/E of 4 times against a historical average of 8 times; fabless chip stocks at 13 times, compared to a historical average of 18 times.
Rise
Ten
Goldman Sachs: AI Infrastructure Spending by 5 Tech Giants Including Amazon, Microsoft, and Meta to Reach $800 Billion This Year
Goldman Sachs estimates AI infrastructure spending by Amazon, Google parent company Alphabet, Microsoft, Oracle, and Meta will reach $800 billion this year. Goldman Sachs notes that hyperscale cloud providers need approximately $300 billion in annual AI revenue to break even. However, rising financing demands and infrastructure constraints may weigh on the pace of future spending growth.
Oracle
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Reach
HIFI Closes $37 Million Series A Funding Round Led by Left Lane Capital
According to The Block, New York-based stablecoin payment and tokenized asset company HIFI has announced the completion of a $37 million Series A financing round led by Left Lane Capital. Proceeds from the funding will be used to expand its tokenized capital market infrastructure and product lines. HIFI provides API infrastructure that integrates fund flows, compliance, and settlement capabilities, currently processing over $7 billion annually across 87 countries. Prior to this round, HIFI participated in a tokenized securities production trade co-hosted by DTCC, BlackRock, Goldman Sachs, and Nasdaq in July. Later this month, it partnered with Visa to extend its stablecoin settlement platform to remittance and card payment scenarios, initially supporting stablecoin settlements for more than 4 billion Visa cards globally.
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Block
HIFI
Hifi Finance
The Block
Visa
Goldman Sachs: Fed to Raise Rates Twice Before Concluding Cycle, Inflation Falling Faster Than Expected
Goldman Sachs expects core inflation to decline faster than the committee anticipates, signaling that the current tightening cycle is nearing its end. The ECB is projected to raise rates to 2.75% in December, and the BoE to 4% in November. S&P 500 EPS is forecast to increase by 36% in 2026, before moderating to 11% in 2027. AI-related bond issuance is estimated at $420 billion for 2027. Goldman Sachs holds a bullish outlook on gold and long positions in refined petroleum products for 2027, while noting substantial upside potential for the renminbi.
Raise
Goldman Sachs: SK Hynix Target Price 3.5 Million Won on Rising HBM Pricing
Goldman Sachs sees continued HBM and DRAM supply tightness, with LTAs providing demand visibility, and reaffirms its Buy rating. It recommends tracking HBM pricing and progress on LTA coverage.
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Goldman Sachs: Samsung Target Price at 490,000 Won as Memory Supply and Demand Remain Tight
Goldman Sachs identifies three factors supporting Samsung’s earnings outlook: tight memory supply and demand, long-term agreements locking in demand, and HBM absorbing production capacity. The bank advises monitoring progress on long-term agreements and clarity on shareholder return policies as catalysts for assessing upside potential.
Memory
Price
Goldman Sachs: SEC Greenlights Tokenized Stocks, COIN Primary Beneficiary Despite Limited Impact
According to Chaoxiang Research, Goldman Sachs’ September 18, 2026 research report indicates that the SEC issued an order on September 17 granting a five-year conditional registration exemption to designated exchanges and liquidity providers, permitting them to offer tokenized stock trading in the United States. The exemption requirements include the mandatory use of automated market maker (AMM) order books, eligibility restricted solely to native tokenized stocks, and issuers retaining the right to veto tokenization prior to trading commencement. Goldman Sachs assesses that Coinbase (COIN) will derive the greatest benefit, as its current tokenized stock product already satisfies most exemption criteria; Robinhood (HOOD) will need to develop new offerings; and traditional exchanges are expected to experience limited direct impact.
Coinbase
Impact
Robinhood
Goldman Sachs: S&P 500 earnings up 26%, but not a bubble
According to Chaowang Research, Goldman Sachs' September 17, 2026 research report indicated that the S&P 500's second-quarter earnings per share grew 51% year over year, up 26% over the preceding four quarters. Goldman Sachs views the earnings surge as exceptional but not reflective of a bubble. Under the base-case scenario, the projected slowdown will not result in a collapse, with EPS growth forecast at 11% for both 2027 and 2028, reaching $415 and $460 respectively, supported by a 12-month price target of 8,700 points. AI capital expenditure accounted for nearly half of this year's earnings growth, but its contribution is expected to taper from 11 percentage points in 2026 to 7 percentage points in 2027, before turning negative at -1 percentage point in 2028. Goldman Sachs identifies AI capex, semiconductor margin expansion, and equity investment gains as three temporary tailwinds, all of which are projected to diminish next year. Should semiconductor gross margins retract from 70% to their 15-year average of 55%, S&P 500 earnings would decline by approximately 10%. The bank advises tracking the progress of AI productivity replacing capital expenditure as the primary growth driver, noting that current market pricing already factors in earnings deceleration but has yet to price in a bubble-busting scenario.
Goldman Sachs Maintains Gold Price Target at $5,400 Per Ounce by End of 2027
Goldman Sachs stated that despite the Federal Reserve's rate hike yesterday, it has maintained its unchanged forecast for gold prices at the end of 2027, with a target price of $5,400 per ounce.
Price
Goldman Sachs expects the Fed to hike rates by another 25 basis points in October
Goldman Sachs now expects the Federal Reserve to raise rates by another 25 basis points in October, reversing its previous forecast of a pause after a September hike. (CoinDesk)
CoinDesk