Goldman Sachs
Coverage of Goldman Sachs in the Nexus archive.
- Trump Accounts will offer primarily S&P 500 ETFs to keep investing simple, Robinhood CEO says
Robinhood CEO Vlad Tenev stated that Trump Accounts will initially focus on offering only a State Street S&P 500 ETF to keep investments simple for children. Although the accounts launched through The Treasury, parents and guardians will be allowed to allocate funds to other low-cost index ETFs in the coming months. Over time, various organizations, including Goldman Sachs, have encouraged matching contributions.
- Goldman studied where AI is squeezing labor markets. Here's what it found
Goldman Sachs conducted a study concluding that AI is negatively impacting employment levels. Specifically, the firm found that Artificial Intelligence is beginning to weigh on labor markets across developed economies.
- Why Goldman Sachs thinks the Fed won’t be hiking interest rates in September
Goldman Sachs predicts that the Federal Reserve (the Fed) will not raise interest rates in September. Goldman expects the Fed to maintain its current position, or "stand pat," provided there are no highly dramatic shifts in available economic data.
- The AI productivity payoff is coming. Here are 20 stocks primed to capture the gains as adoption spreads.
An AI productivity payoff is expected, with 20 stocks identified as potentially capturing gains as adoption spreads. Goldman Sachs notes that investor focus has so far been directed toward artificial-intelligence infrastructure plays rather than productive beneficiaries.
- September Fed interest-rate increase is 'very unlikely,' Goldman Sachs says
Goldman Sachs stated that a Fed interest-rate increase in September is 'very unlikely.' The firm's prediction suggests market expectations regarding potential rate hikes may be shifting.
- Secret outperformer: Dispelling the 'myths' about an unloved stock market
European markets are sometimes overshadowed when compared to larger, more liquid U.S. markets. However, Goldman Sachs offered information aimed at dispelling common myths surrounding these less visible European markets.
- At age 30, he transformed his fitness routine. It helped him launch his dream career in real estate.
Dustin Chaveleh transformed his routine using full-body exercises and smart dieting to boost energy and build muscle. This physical transformation gave him a confidence boost that helped launch his dream career in real estate. Less than a year after starting his fitness journey, he successfully closed his first real estate deal.
- US firms that kept DEI policies despite ‘go woke, go broke’ threats thrived
Companies that maintained Diversity, Inclusion, and Equity (DEI) policies remained financially successful even after receiving executive orders from Donald Trump. In January 2025, Donald Trump ended DEI within the federal government through executive orders. Consequently, major corporations, including Google, Goldman Sachs, McDonald’s, and Walmart, announced they were ending their internal DEI policies.
- Goldman Sachs on AI's Impact on Jobs in India
The Goldman Sachs chief India economist stated that broad adoption of AI could boost productivity across India. This technology is projected to support wage growth for Indian workers who utilize the tools.
- Only 12% of family businesses stay in the family by the third generation. A Goldman Sachs chairman says optimism is the reason
According to Goldman Sachs, only about 12% of family-owned businesses reach a third generation still under family control. François-Xavier de Mallmann, chairman of Goldman Sachs’ Investment Banking division, explained that the biggest threat to these companies is not usually legal documents but often optimism. The complexity of maintaining control increases over time as business growth causes diverging interests between the family and the company.
- Kaplan Says Fed Right Not to Raise Rates in July
Robert Kaplan asserted that the Federal Reserve was correct in its decision not to raise interest rates at the meeting held in July. He shared this analysis while speaking on "Bloomberg Surveillance."
- Anthropic reportedly plans a $2 trillion IPO in October—the largest ever—that will eclipse SpaceX
Anthropic reportedly plans a $2 trillion IPO scheduled for October, which is anticipated to eclipse SpaceX. The report also notes market trends, stating that the futures market for 'compute' could hit $150 trillion.
- Wall Street banks' newest investment focus: American economic security
Major Wall Street banks including Bank of America, JPMorgan, and Morgan Stanley have announced massive investments, committing trillions of dollars to boost American economic security. These initiatives focus heavily on critical infrastructure, such as digital, energy, and transportation sectors, with significant attention paid to the demands of AI buildout and manufacturing capabilities.
- Nvidia's next moat is something chip rivals can't copy: its giant pile of money
Nvidia is utilizing its massive cash reserves as a competitive moat by backstopping neoclouds, securing components, and investing in AI startups. The company announced an initiative to bring in at least $500 billion of outside capital from financial firms including Apollo, Blackstone, and Goldman Sachs. This creates a self-reinforcing cycle where Nvidia's technological dominance generates cash, solidifying its market advantage.
- Nvidia is teaming with Wall Street's biggest names on a $500 billion AI financing push
Nvidia signed MOUs with major financial institutions including Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR. The collaboration aims to facilitate a $500 billion financing push by treating AI compute as a financeable asset class.
- AI is changing more than Wall Street's workflows. It’s creating a whole new career path.
AI is disrupting traditional finance workflows on Wall Street, potentially creating a new career path for young financiers moving into AI startups. Rogo is one such company that automates tasks like building models and producing research, allowing former bankers to work with engineers. While this shift provides attractive opportunities, leaving the well-charted financial road still involves measurable risks.
- AI’s new millionaires want to disrupt philanthropy. They should fund what already exists
The rise of new wealth from AI, exemplified by companies like SpaceX, Anthropic, and OpenAI, presents a large source of capital potentially available for social good. The article argues that instead of disrupting philanthropy, this money should fund existing nonprofits, which number 1.8 million in the U.S. These organizations are characterized as savvy operators with deep community knowledge capable of utilizing transformational investment successfully.
- Exclusive: Goldman CEO David Solomon on how his dad’s advice shaped his career—and why interns should steal it
David Solomon shared his decision-making method, the 'legal pad test,' with Goldman’s 2026 intern class. This habit involves forcing deep consideration of opposing views—a technique he learned from his father, Jerry Solomon. He advised that slowing down before making big decisions and being patient can ultimately open up broader career opportunities.
- Nominations for Business Insider's Rising Stars of Wall Street list are now open
Business Insider is accepting nominations for its Rising Stars of Wall Street list until September 9th, seeking young professionals under 35 in investment banking, investing, and sales and trading. Past participants have included individuals from Blackstone, Citadel, JPMorgan, and Goldman Sachs.
- China’s AI revenue projected to reach US$13b on breakthroughs, adoption: Goldman Sachs
Goldman Sachs raised its revenue forecast for China’s AI model market to US$13 billion, a 30% increase from US$10 billion, citing cost efficiency, technical breakthroughs, and aggressive price cuts by companies like DeepSeek and MiniMax.
- China’s AI revenue projected to reach US$13b on breakthroughs, adoption: Goldman Sachs
Goldman Sachs raised its revenue forecast for China’s AI model market to US$13 billion, citing cost efficiency, technical breakthroughs, and aggressive price cuts by companies like DeepSeek and MiniMax. The investment bank increased its annualised recurring revenue projection by 30% from US$10 billion.
- A deal with Iran on the Strait of Hormuz—with a truckload of caveats—could come as soon as today
A potential deal between Iran and other parties on the Strait of Hormuz, with significant conditions, could be announced today. The article also highlights other news including Elon Musk's SpaceX developments, stock market trends, and comments from Goldman Sachs' Hatzius.
- Goldman Sachs' Keung on Chinese AI Models
Ronald Keung, Head of Asia Internet Research at Goldman Sachs, predicts intensified competition among Chinese AI developers for the best performance-to-cost balance. He shared this view during an appearance on 'Bloomberg: The China Show.'
- Goldman-Backed Biotech Attovia Raises $289 Million in US IPO
Attovia Therapeutics Inc., a biotech firm developing treatments for immune system diseases with high unmet need, raised $289 million in a US initial public offering that priced at the top of its marketed range. Goldman Sachs backed the company during its IPO.
- Kevin Warsh told Wall Street he’d be sharing less—Goldman Sachs fears a void of Fed facts will only amplify misinformation and instability
Fed chairman Kevin Warsh advocates reducing the central bank's communication about monetary policy, arguing it will allow markets to react independently. Wall Street and Goldman Sachs warn this could create uncertainty, destabilize markets, and lead to misinformed policy decisions. Jan Hatzius of Goldman Sachs highlights risks of market overreactions and policy delays due to reduced Fed transparency.
- Dinari launches tokenized S&P 500 stocks for US self-custody wallets using USDC
Dinari has launched tokenized S&P 500 stocks for US self-custody wallets using USDC. Tokenizing equities has attracted interest from crypto natives and financial firms like JPMorgan and Goldman Sachs.
- Japan's Equities Risk Tactical Correction: Goldman's Moe
Goldman Sachs Chief APAC Regional Equity Strategist Timothy Moe warns of a potential tactical correction in Japanese stocks due to recent currency market intervention, but highlights that corporate earnings remain stable and expresses a bullish outlook on Japan's structural market fundamentals.
- China’s outsize commodities footprint cushions global energy shocks: Goldman Sachs
China’s significant role in global commodities is stabilizing gold prices and mitigating energy shocks, but its export controls on rare earths and critical minerals are causing volatility in Western technology supply chains, according to a Goldman Sachs report.
- Wall Street’s bulls are starting to admit the earnings bubble is real — and the 60/40 portfolio may be the first casualty
Wall Street analysts from Goldman Sachs and Apollo acknowledge potential issues in the technology sector's earnings and the declining effectiveness of the 60/40 investment portfolio. The 60/40 model, long considered a market safeguard, is criticized for failing amid rising government debt and shifts in tech dominance, particularly as AI-driven growth slows.
- The gap between big tech and the rest of the market just vanished. Here’s what it means for investors.
Goldman Sachs reports that top technology stocks have experienced significant declines, prompting a reevaluation by investors. The gap between big tech and the broader market has disappeared.
- Goldman Sachs Warns on Russia-Driven Diesel Squeeze
Goldman Sachs warns that disruptions to Russian fuel exports and the US-Iran war are tightening diesel supplies, raising concerns about global refining capacity and fuel prices.
- Where Does Oil Go Next After the Hormuz Crisis?
Samantha Dart from Goldman Sachs discusses potential oil price developments due to escalating conflict in the Strait of Hormuz and warns of a supply glut even if supply interruptions are resolved.
- Goldman traders are on pace for a record year. A close-up look at how they're doing it
Goldman Sachs traders are on track for a record year, according to a new interview with CNBC. A Goldman executive discussed factors driving stock markets, future market trends, and the role of the bank's equities desk in its growth.
- Wall Street’s hidden recruiting pipeline isn’t an Ivy League diploma—it’s the teammate who triples your odds of getting hired
A study by Harvard, Duke, and Wharton researchers found that Ivy League graduates who shared college sports teams with employees at firms like Goldman Sachs and Bank of America had significantly higher odds of being hired there compared to those who only shared a university. The research highlights the 'teammate multiplier' effect, showing that shared athletic experiences, not just educational background, strongly influence Wall Street hiring.
- Ex-White House counsel says Epstein accuser’s testimony ‘lacked inherent credibility’
A former White House counsel testified that allegations by an Epstein accuser lacked credibility, leading to criticism from the accuser's family. Her name appeared in records related to Epstein released by the DOJ under a transparency act.
- Iran war shows China role in setting the price of oil
China's reduction in oil imports during the Iran war helped stabilize global oil prices, preventing severe spikes. By utilizing domestic reserves, coal, renewables, and electric vehicles, China mitigated economic impacts while acting as a 'shock absorber' for energy markets.
- Ex-Obama counsel, Goldman Sachs lawyer admits to ‘extraordinarily poor taste’ joke about Jeffrey Epstein’s massages
A former Obama counsel and Goldman Sachs lawyer admitted making a joke about Jeffrey Epstein’s massages, calling it 'extraordinarily poor taste' during House Oversight Committee testimony. The individual resigned from Goldman Sachs after the Justice Department released communications between her and Epstein.
- Goldman Co-CIO: The Market's Punishing the Hyperscalers
Goldman Sachs' Alexis Wilson-Elizondo advises caution in AI sector investments due to uncertain returns and recent Federal Reserve rate decisions. She discusses the market's negative reaction to hyperscalers during an appearance on Bloomberg's 'The Close.'
- Democratic Senator Backs Clarity Act — With Proposed Law Enforcement Changes Included: Report
Democratic Senator Catherine Cortez Masto supports the revised Clarity Act with law enforcement changes aimed at resolving crypto regulation. The bill, backed by two law enforcement groups, addresses developer protections and ethics, and has been sent to the White House for consideration. Bipartisan efforts continue amid remaining legislative hurdles.
- SEC Chairman Says He’s ‘Committed’ to Helping Advance Crypto Clarity Act
SEC Chairman Paul Atkins expressed commitment to supporting the Crypto Clarity Act, a bipartisan bill aimed at creating a regulatory framework for cryptocurrency markets. The bill faces delays due to concerns from Democrats and banking lobbyists, but an updated version addressing ethics issues has been introduced.