Goldman Sachs

What nine different indicators say about market exuberance, according to Goldman Sachs

Goldman Sachs’ research illustrates that while the stock market is closer to a dangerous bubble than it was a few months ago, an overall assessment of risk indicators is not that alarming.

Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports

Goldman Sachs expects SpaceX's AI revenue to surge 100-fold by 2030, FT reports June 4 : Goldman Sachs expects revenue from SpaceX's AI division to surge to $322 billion by 2030, up from $3.2 billion in 2025, according to the Wall Street bank's forecasts shared with a potential investor, the Financial Times reported on Thursday. The investment bank estimates SpaceX's total revenue to reach $474 billion in 2030 from $18.7 billion last year, the report added. Goldman's forecasts show that the...

Goldman Sachs CEO calls investors more 'greedy' and less ‘fearful’ of AI technology

Goldman Sachs CEO David Solomon has said that investors have shifted decisively into “greed” mode as markets are set to test a fundraising wave for giant artificial intelligence (AI) companies. When asked whether markets can support a string of massive equity offerings from the upcoming IPOs of OpenAI, Anthropic and SpaceX, Solomon said that there is ample capital available for the deals. “There’s plenty of liquidity in the system if the world continues to remain as optimistic,” Solomon...

Goldman Sachs CEO David Solomon says markets are in 'greed' mode as AI companies seek billions

Goldman Sachs CEO David Solomon said Tuesday that investors have shifted decisively into "greed" mode as markets are poised to test an unprecedented fundraising wave for giant artificial intelligence firms. Asked by CNBC's Leslie Picker whether markets could support a string of massive equity offerings from the upcoming IPOs of OpenAI, Anthropic and SpaceX, Solomon said that there is ample capital available for the deals. "There's plenty of liquidity in the system if the world continues to...

Goldman Sachs CEO David Solomon on AI jobs apocalypse: We'll still hire thousands of graduates

Goldman Sachs will bring on roughly 2,400 to 2,500 interns this year, with a comparable cohort of permanent new joiners walking in come July. That's the number CEO David Solomon kept circling back to on Bloomberg's Odd Lots podcast this month, his answer to anyone convinced AI is about to gut the entry-level pipeline at investment banks. Hiring will "contract a little" over the next three years, he conceded—but nothing close to dramatic.

Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI

David Solomon, chief executive officer of Goldman Sachs Group Inc., during an Economic Club of New York (ECNY) event in New York, US, on Tuesday, June 2, 2026. Solomon said a boom in equity markets is being driven by an appetite for profit that’s outweighing fears about economic disruption and inflation risks. Photographer: Michael Nagle/Bloomberg

Goldman Sachs CEO David Solomon on Running a Bank in the Age of AI

David Solomon, chief executive officer of Goldman Sachs Group Inc., during an Economic Club of New York (ECNY) event in New York, US, on Tuesday, June 2, 2026. Solomon said a boom in equity markets is being driven by an appetite for profit that’s outweighing fears about economic disruption and inflation risks. Photographer: Michael Nagle/Bloomberg

The hottest stock market in the world has doubled this year. Now Goldman Sachs sees another 40% gain from here.

Earnings are the principal driver behind the breathtaking rallies achieved by Korean and Taiwanese benchmark indices in 2026, and Goldman Sachs thinks the market is still underestimating the longevity of the chip cycle.

Goldman Sachs, HDFC Securities & more: Top stocks to watch on June 02

Morgan Stanley maintained its overweight rating on Reliance Industries with the target price at Rs 1,803. Analysts said RIL is deploying $15 billion annual operating cash flows with shorter monetisation cycles now the new norm. New energy and AI infrastructure flagged as key value drivers funded by existing businesses.

Goldman Sachs: Oil Price Swings Hurt China Manufacturing