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Everything Pomegra has published on GS: 30 news articles and 7 market briefs, newest first.
Goldman Sachs (GS) now sees two more quarter-point hikes, as October prices rose 0.4% and Goolsbee warned.
5h ago
Morgan Stanley (MS) earned $3.03 a share on $20.3B revenue, with equities trading up 41%, yet shares slid.
Oct 14
Wells Fargo (WFC) missed revenue forecasts by about $440M as trading and interest income came in light.
Oct 13
Citigroup (C) earned $2.85 a share on $23.8B revenue as bond trading grew 4%, but profit fell from Q2.
Oct 13
Goldman Sachs (GS) earned $17.01 a share on $18.7B revenue; JPMorgan (JPM) missed but lifted its outlook.
Oct 13
JPMorgan (JPM), Goldman, Citi and Wells Fargo report Tuesday; September CPI lands Wednesday, up from 3.4%.
Oct 11
Goldman Sachs (GS) fell 4% Wednesday as Solomon flagged softer Q3 bond trading and $500M in extra costs.
Sep 18
Anthropic's IPO range of $70-$78 a share values it at up to $1.4 trillion, below the $2 trillion once eyed, with pricing Nov. 18 and Nasdaq trading Nov. 19.
Anthropic (ANT) filed its S-1 on Oct 26, targeting a Nasdaq listing at $1.5T-$2T before Nov 26, with a price range and roadshow expected in the coming days.
Brent crude oil fell 3% to $109.75 a barrel as Qatar-mediated US-Iran talks advance and Trump urges Israel to hold off on new strikes ahead of the midterms.
Anthropic's S-1 shows $16.3B in first-half 2026 revenue and an $80.7B net loss, mostly non-cash, ahead of a Nasdaq listing as ANT and a mid-November roadshow.
Anthropic filed for a Nasdaq IPO under ticker ANT, showing $16.3B first-half revenue and an $80.7B net loss, with a listing planned for the week of Nov. 16.
Gold slipped toward $4,000 an ounce on Oct. 27 as a firmer U.S. dollar and 5% Treasury yields weighed on bullion before Wednesday's Fed rate decision.
SpaceX (SPCX) closed a record $40 billion GPU financing for Nvidia chips while its board and Tesla's weigh a merger, reshaping the AI stocks landscape.
Meta (META) launched $35B of stock offerings and plans a $60B at-the-market program in 2027 to fund AI, with Nvidia, AMD and Broadcom eyeing up to $5B.
Eli Lilly (LLY) shares hit a record near $1,311 after Goldman raised its target to $1,413, a day after BofA, ahead of its Oct. 29 third-quarter report.
Goldman Sachs upgraded CoreWeave (CRWV) to Buy and the stock rose about 6% even as its bonds yield roughly 15%, putting AI stocks' debt model in focus.
Anthropic plans to commit 5% of its shares, about $48 billion, to a public benefit fund for workers displaced by AI, ahead of a Nasdaq IPO as soon as November.
Wells Fargo (WFC) shares slipped after Q3 2026 revenue of $21.87 billion missed the $22.3 billion forecast, even as EPS rose 13% to $1.87 on loan growth.
Goldman Sachs (GS) posted Q3 2026 earnings of $17.01 a share, well above forecasts, on record advisory fees and a 72% jump in equities trading revenue.
JPMorgan CEO Jamie Dimon says interest rates could rise further than markets expect as sticky inflation and the Iran war keep pressure on borrowing costs.
Citigroup (C) earned $2.85 a share in Q3 2026 on $23.8 billion of revenue, its best third quarter in a decade, as bond trading and wealth fees drove the beat.
SpaceX (SPCX) holds above $160 after a roughly $750 billion rally, driven by Starship's first orbit, a $300 Morgan Stanley target and the Starlink Mobile spectrum deal.
Goldman Sachs upgraded global equities to overweight, citing earnings growth, with S&P 500 Q3 profits forecast up about 27% as the reporting season begins.
UnitedHealth (UNH) reports Q3 2026 earnings on Oct. 13, with Medicare Advantage margins in focus after Humana's 11.6% surge on 2027 Medicare star ratings.
Brent crude holds near $100 as Tehran demands the US naval blockade end before the Strait of Hormuz reopens, leaving the crude oil price exposed to every diplomatic signal.
Constellation Brands (STZ) slid after fiscal 2027 profit guidance missed the Street's $11.72 consensus, and HSBC cut the beer maker to Hold from Buy on Oct. 8.
Palantir shares rose about 3% after Goldman Sachs upgraded the AI software stock to Buy with a $230 target, citing sovereign AI demand and vertical sales.
Broadcom (AVGO) is arranging over $50 billion in private financing with Apollo and Blackstone to fund OpenAI's custom AI chips, and shares slipped premarket.
Anthropic has filed confidentially for a US IPO after a $65 billion round at a $965 billion valuation, with a November listing and three banks leading.
Trump's threat of a US diesel export ban unless Europe taps emergency reserves has triggered crisis talks among the EU, UK, France, Italy and Germany.
Goldman Sachs reaffirms US equity overweight on 31% consensus EPS growth, though flags geopolitics, AI-capex uncertainty, and higher rates as top risks.
Anthropic targets a $2 trillion Nasdaq debut in October, seeking $100 billion in proceeds as Nvidia finalizes a $10 billion anchor stake in the largest IPO in history.
Anthropic targets a $2 trillion October 2026 Nasdaq debut, raising over $100 billion, even as CEO Dario Amodei's AI slowdown calls rattle the tech sector it is listing into.
GS dropped 2.6% Tuesday despite a $11.7B West Street Capital Partners IX private equity close, as investors questioned Goldman's pace toward its $750B alternatives AUM target by 2030.
SoftBank dropped 13% in Tokyo as OpenAI's shelved 2026 IPO and AI safety alarm hit its $100 billion financing stack, spreading contagion to Asian chip stocks from Seoul to Taipei.
Goldman Sachs warns an AI safety-driven pullback in Big Tech data center spending could erase 20% of S&P 500 valuations and collapse 2026's earnings thesis.
Pomegra