Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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Goldman Sachs: FOMC Hikes Rates by 25 Basis Points to 3.75%-4.00%, Could Raise Rates Once More This Year
According to Chaowang Research, Goldman Sachs' research report dated September 16, 2026, indicates that the Federal Reserve will raise the target range for the federal funds rate by 25 basis points to 3.75%-4.00%, marking its first rate hike since July 2023 and passing unanimously. The dot plot median indicates another rate hike in 2026, unchanged policy in 2027, and an increase in the long-run federal funds rate expectation from 3.06% to 3.25%. The SEP raises the 2026 core PCE inflation forecast to 3.4% and the overall PCE to 3.7%.
Basis
Basis
Raise
Goldman Sachs: Server Market Seen at $1.5 Trillion, Dell's Share Rises to 29%
According to Chaoxiang Research, a Goldman Sachs research report dated September 15, 2026, indicates that Group 650 has revised its 2030 overall server market size forecast upward to $1.5 trillion, projecting a 39% compound annual growth rate from 2025 to 2030. AI servers are expected to reach $1.3 trillion, with a 46% compound annual growth rate, while traditional servers will account for approximately $192 billion, with a 17% compound annual growth rate. Dell's traditional server market share rose to 29% in the second quarter, and its AI server share increased to 17%. NVIDIA holds a 42% share of the AI server market, while white-box vendors account for 24%. Goldman Sachs believes the AI server market remains dominated by chipmakers and white-box vendors, leaving limited room for branded server vendors. Goldman Sachs maintains a Buy rating for Dell with a target price of $570; maintains a Buy rating for HPE with a target price of $75; and assigns a Sell rating to SMCI with a target price of $34.
Market
NVIDIA
Share
Share
Goldman Sachs: eToro Crypto Trading Rises 280% Month-over-Month, Price Target Cut to $34
According to Chaoxiang Research, a Goldman Sachs research report dated September 14, 2026 states that eToro's August cryptocurrency trading volume reached 5.3 million transactions, up 280% month-on-month and down 4% year-on-year. ECC transactions totaled approximately 52 million, rising 7% month-on-month and 31% year-on-year. Total commissions amounted to $42.8 million, marking a 19.7% month-on-month increase. August saw a net addition of 40,000 accounts, bringing the total account base to around 4.3 million, with assets under management at $20.2 billion. Goldman Sachs has lowered its eToro price target from $36 to $34, maintaining a Neutral rating. At the current price of $30.35, there is a 12% upside potential.
August
eToro
Neutral
Price
19 of 22 Wall Street institutions expect the Fed to raise rates in September, with most anticipating a 50 basis point hike
Odaily reports: 19 of 22 major Wall Street institutions expect the Federal Reserve to raise interest rates in September, with most anticipating a 50 basis point hike.Specifically, Goldman Sachs expects a 25 basis point hike; Bank of America, Deutsche Bank, and RBC expect a 75 basis point hike; JPMorgan Chase, Morgan Stanley, Barclays, Citi, HSBC, UBS, and most other institutions expect a 50 basis point hike. Additionally, Jefferies expects the next rate adjustment to be a 25 basis point cut in December, while Oxford Economics expects a rate cut only in 2027. (Cointelegraph)
Cointelegraph
Rubic
Street
摩根大通
AI cybersecurity company Exein announced the completion of a €234 million funding round, valuing the company at €1.4 billion.
According to EU-Startups, Rome-based Physical AI cybersecurity company Exein has announced the completion of a new funding round totaling €234 million (approximately $270 million), valuing the firm at €1.4 billion (around $1.7 billion) and making it Europe's most highly valued cybersecurity startup. The round was led by Headline, with participation from Sofina, Goldman Sachs, the European Investment Bank, KfW Capital, and T.Capital, while J.P. Morgan concurrently expanded its revolving credit facility.
based
Rome
Wintermute: BTC ETF Records First Net Outflow Since June as Market Awaits Fed Rate Decision
In a write-up by Wintermute OTC trader @Jjay_dm, BTC ETFs recorded a net outflow of $463 million for the week ending September 14, marking the first negative reading since June's lows. ARK and Grayscale alone accounted for combined outflows of $371 million, while BlackRock remained flat. As a result, BTC fell 4.4% for the week to close at $76,838, making it the worst-performing asset, while Ethereum dipped 1.5% and altcoins collectively gained 1.0%. On the macro front, the US August CPI came in at 0.4% month-on-month (core 0.3%), exceeding the expected 0.2%, while the PPI annual rate hit 5.4%, prompting Goldman Sachs to upgrade its September rate outlook from "hold steady" to "increase." The market has now priced in an 87% probability of a 25-basis-point hike on Wednesday. Meanwhile, ongoing escalation in Middle East tensions pushed Brent crude past $105/barrel, and the 10-year US Treasury yield reached a 20-year high. Wintermute stated that following the shift to negative ETF flows, it favors a neutral over a bullish market stance. Two key catalysts this week: ① On Tuesday, the US Senate will hold a procedural vote on the CLARITY Act (Crypto Market Structure Act), which requires 60 votes to pass; ② On Wednesday, the Fed will announce its interest rate decision. While the rate hike itself is already fully priced in, subsequent hawkish commentary (particularly any signals pointing to continued tightening into Q1 2027) could exert downward pressure on the crypto market.
Ark
Ark
August
Bitcoin
Ethereum
Grayscale
More than 12 banks, including Goldman Sachs and JPMorgan, expect the Fed to raise rates by 25 basis points in September
Odaily reports: More than 12 banks, including Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley, expect the Federal Reserve to raise interest rates by 25 basis points on September 16. The CME FedWatch tool shows that market pricing puts the probability of a September rate hike at 87.3%, up from 61.9% at the end of August.The U.S. core consumer price index rose 0.3% month-over-month in August, versus market expectations of 0.2%. The current federal funds rate target range is 3.50% to 3.75%. HSBC expects the Fed to raise rates in both September and December, while UBS expects a cumulative 50 basis points of tightening by year-end.The Federal Open Market Committee will begin a two-day meeting on September 15 and will announce its rate decision on September 16. Bitcoin previously briefly broke above $79,000 before falling back to around $77,000. (Bitcoin.com News)
August
Bitcoin
Bitcoin.com
Market
Open
摩根大通
Goldman Sachs: Meta Launches Tiered Muse Subscriptions, Sets $725 Price Target
Goldman Sachs believes that Muse marks a shift in consumer AI from passive conversation to active task execution, and Meta's scale and distribution advantages are the hardest-to-replicate assets in the competition for consumer AI agents. Risks include consumer data privacy concerns and consistent performance execution.
Price
Tom Lee: Core PCE Could Fall 100 Basis Points Without Rate Hikes
Tom Lee posted on X platform, agreeing with Mark Zandi's view that the Federal Reserve does not need to immediately choose between two options and can wait. Goldman Sachs estimates that the supply shock driving core PCE higher currently stands at 1.75 percentage points and will weaken by 100 basis points to 0.75 percentage points by early 2027; without rate hikes, core PCE will fall by 100 basis points. He stated that when the market is positioned for bearish news, the market may rise after the event occurs.
Basis
Basis
Core
Core
AI startup Temporal completes $550 million in funding, reaching a valuation of $12.55 billion.
According to Reuters, AI startup Temporal announced the completion of a $550 million late-stage funding round, more than doubling its valuation to $12.55 billion over seven months. The round was led by Lightspeed Venture Partners, with Wellington Management, Growth Equity under Goldman Sachs Alternatives, and Tiger Global participating as co-leads. SV Angel and T. Rowe Price Associates advisory accounts also participated, while existing investors Andreessen Horowitz (a16z), Sequoia Capital, and GIC continued their investment. The funds will be used to expand global operations and advance platform R&D. Founded in 2019, Temporal develops open-source software that helps applications, including AI agents, recover from failures, reducing the need for engineers to write custom recovery code. Its customers include OpenAI, Snap, Nvidia, Netflix, and JPMorgan Chase. The company employs 570 staff members and maintains an annualized revenue run rate of over $250 million, representing more than double year-over-year growth. In February this year, the company completed a round led by a16z at a $5 billion valuation
Price
Temporal
Temporal
Goldman Sachs: Micron's Quarterly Revenue Seen at $51.9 Billion, Capital Returns Take Center Stage
According to Chaoxiang Research, Goldman Sachs' September 11, 2026 research report projected Micron's current quarter revenue at $51.9 billion, gross margin at 87.3%, and earnings per share at $32.54, all surpassing market consensus. Goldman Sachs expected guidance for the November quarter to show revenue of $57.7 billion and earnings per share of $37.06. The firm forecasted CY26 revenue at $262.3 billion, 1% above market consensus. Goldman Sachs maintained a neutral rating on Micron with a 12-month price target of $1,100, representing a 12.5% upside from the September 10 closing price of $977.41.
Center
Stage
Goldman Sachs: 30-Year U.S. Treasury Yield at 5.3%, Bull Market Will Still Continue
According to TechFlow Research, Goldman Sachs' Sept. 11, 2026 research report indicates that the 30-year U.S. Treasury yield has risen to 5.3%, marking its highest level in nearly two decades, while the 10-year U.S. Treasury yield has climbed to nearly 5%, reaching a new high since October 2023. The S&P 500 forward P/E ratio has declined from 22x at the start of the year to 19x, and the index remains within 2% of its historical peak. Goldman Sachs economists expect the Federal Reserve to raise interest rates by 25 basis points next week.
Market
Treasury
Goldman Sachs: NVIDIA Price Target $300, AI Market Projected at $3 Trillion to $4 Trillion by 2030
According to Chaoxiang Research, a Goldman Sachs Group research report dated September 10, 2026 indicates that Nvidia reiterated at the Communacopia + Technology 2026 conference that the addressable market for AI will reach $3 trillion to $4 trillion by 2030. Goldman Sachs maintains its Buy rating on Nvidia with a 12-month price target of $300. Based on the September 9 closing price of $223.67, this represents an upside potential of 34.1%. The price target is calculated using a 30x P/E multiple applied to normalized earnings per share of $10. Management reiterated expectations for approximately 70% year-over-year growth in CY27.
Based
Based
Market
NVIDIA
Price
"AI Stock God" Leopold appears to be making a comeback, as mysterious funds are concentratedly building positions in AI-related call options
Odaily reports: US stock analyst Paradis posted on X that the suspected "AI stock god" Leopold Aschenbrenner and his fund Situational Awareness appear to be making a comeback.Paradis noted that since last Friday, mysterious funds have begun intensively buying several highly concentrated massive custom AI-related options (FLEX Calls), with total premium reaching $315 million; Delta exposure of $1.1 billion; Vega of $5.8 million. Position details are as follows.- SNDK: January-expiry 2040/2200 call options — $57 million premium, $198 million Delta, $1.04 million Vega.- BE: January-expiry 250/310 call options — $48 million premium, $140 million Delta, $565,000 Vega.- INTC: January-expiry 105/115 call options — $48 million premium, $185 million Delta, $870,000 Vega.- CRWV: January-expiry 105/115 call options — $43 million premium, $160 million Delta, $770,000 Vega.- DRAM: January-expiry 65/70 call options — $43 million premium, $173 million Delta, $855,000 Vega.- SKHY: January-expiry 190/210 call options — $39 million premium, $148 million Delta, $710,000 Vega.- AMD: January-expiry 540/580 call options — $36 million premium, $193 million Delta, $1.08 million Vega.If we next see similar large block FLEX call option buy orders on MU, NBIS, and TSM, that would essentially confirm it was Leopold and his fund behind the trades.The above data comes from CBOE. Trading desks at Nomura (NMR) and Goldman Sachs (GS) currently share the same view, both believing there is a "single mysterious buyer" behind it.
Numerai
Goldman Sachs: Apple iPhone 18 Pro Price Increases by $100, Offset by Up to $1,200 in Carrier Subsidies
According to Chaoshi Research, Goldman Sachs' September 9 research report indicated that Apple has released the iPhone Duo, iPhone 18 Pro and Pro Max, Apple Watch Series 12 and Ultra 4, and AirPods 5. The iPhone Duo starts at $1,999, while the starting prices for the iPhone 18 Pro and Pro Max have been raised by $100 each to $1,199 and $1,299, respectively. AT&T and T-Mobile are offering trade-in subsidies of up to $1,200, reducing the actual out-of-pocket price for the iPhone 18 Pro to zero under eligible plans.
Apple
Carrier
Duo
MAX
Price
Ultra
Goldman Sachs: SanDisk NBM Locks in 80% Gross Margin, Target Price Seen at $2,200
According to TechFlow research, a Goldman Sachs research report dated September 9, 2026 notes that SanDisk revealed at the Communacopia conference that long-term NBM agreements have covered 50% and 67% of the planned shipment volumes for FY27 and FY28, respectively. Even under a bearish scenario of declining NAND prices, floor price clauses can still sustain a gross margin of approximately 80%. Supply-side expansion is constrained, with new capacity from Chinese competitors largely absorbed by the domestic market. HBF and KV cache unlock long-term growth potential, while low capital intensity of around 5% supports bit growth. The company has executed approximately $4.5 billion in share repurchases.
Price
Goldman Sachs: Crypto Market Cap Up 34% in Q3, Brokerage and Crypto Stock Target Prices Raised
According to Chaoshang Research, Goldman Sachs' September 8, 2026 research report states that the crypto market cap has risen 34% since the start of Q3, with the average Q3 2026E revenue for the coverage group revised up by 10% and the median 2026 EPS revised up by 1%. The median target P/E multiple rose from 29.5x to 32.5x. Target prices for individual stocks were broadly raised: COIN from $196 to $219 (+12%), CRCL from $81 to $92 (+14%), ETOR from $32 to $36 (+13%), GLXY from $25 to $28 (+12%), BTGO from $6.50 to $7.25 (+12%), and GEMI from $3.50 to $4.00 (+14%).
Cap
Market
Bank of America Completes USDC Stablecoin Cross-Border Payment Test, Exploring Broader Commercial Applications
According to CoinDesk, U.S. Bank, the fifth-largest commercial bank in the United States, announced that it has completed a cross-border real-time payment using its self-developed US dollar stablecoin, USBDC. The transaction was executed between entities in North America and Europe via the Stellar blockchain. This test covered USBDC’s minting, redemption, freezing, and recall functions, while also verifying the compatibility of the bank's internally developed Digital Asset Platform with its financial, compliance, and risk control systems. U.S. Bank stated that it is exploring the application of USBDC in scenarios such as cross-border financial operations, liquidity management, and collateral transfers, though it has not yet disclosed a timeline for customer rollout. Previously, 21 financial institutions including Bank of America, Citigroup, and Goldman Sachs announced plans to jointly issue a stablecoin, while several European banks have formed the Qivalis alliance to issue a euro stablecoin, indicating an increasingly clear trend of banks entering the stablecoin sector.
Circle
CoinDesk
Digital Asset
Stellar
Test
Goldman Sachs: Google Cloud’s 17 Product Lines Generate Over $1 Billion in Annual Revenue, With Gemini Customer LTV 50% Higher
According to Tide Research, Goldman Sachs' September 8, 2026 report indicates that Google Cloud CEO Thomas Kurian revealed at the Communacopia conference that Google Cloud currently has 17 product lines generating annual revenues exceeding $1 billion. New customer acquisition has grown by more than 2 times both year-over-year and quarter-over-quarter, and transactions exceeding $100 million have also increased by more than 2 times. Approximately 80% of Google Cloud customers are using AI products, while roughly 90% of Fortune 100 companies utilize Gemini Enterprise and Google Cloud security services. The five-year customer lifetime value for Gemini Enterprise customers is projected to be approximately 1.5 times higher than that of non-Gemini customers. On average, AI customers utilize 1.8 times more Google Cloud products than non-AI customers. Google Cloud is establishing differentiated competitiveness through its vertically integrated AI technology stack.
Gemini
Higher
Lines
Tide
Goldman Sachs: Broadcom Reiterates AI Revenue Target of 230 Billion, 1GW Cluster Generates 30 Billion Annually
According to Chaotiang Research, a Goldman Sachs research report dated September 8, 2026 notes that Broadcom reaffirmed its FY27/FY28 AI revenue targets of $115 billion and $230 billion at the CommunaCopia conference, stating that supply, not demand, remains the primary constraint. Land acquisition, power capacity, and facility construction for data centers represent the true bottlenecks to AI deployment, whereas supply chain constraints remain relatively manageable. Broadcom’s $35 billion XPV partnership with Blackstone and Apollo can support over 20 gigawatts of AI compute capacity while capping Broadcom’s direct financial exposure. A 1-gigawatt AI cluster generates approximately $30 billion in annual revenue, with annual operating costs of around $10 billion. Broadcom believes that the economic value of AI primarily flows to the owners of frontier models. Annual industry training expenditure stands at approximately $200 billion. Frontier models capture roughly 75% of industry revenue ($120 billion in revenue against $100 billion in costs), while open-source models generate only about $30 billion in revenue despite similar investment levels. Goldman Sachs maintains a Buy rating, setting a target price of $540 based on 30x normalized earnings per share of $18, implying approximately 51% upside from the current stock price.
Apollo
based
Frontier