DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Goldman Sachs - 1 Ryan Hammond - 1 Hammond - 1 Goldman foresees - 1 Goldman - 1 — CNBC's Michael Bloom - 1
Top related locs:
Top related orgs:
Nvidia - 1 Broadcom - 1 Foundry - 1 Keysight Technologies - 1 Palo Alto Networks - 1 Intuit - 1 Adobe - 1 Nvidia — - 1

Search resuls for: "Goldman foresees"


2 mentions found


☆ Goldman lays out the next phases of AI trade and stocks to play them
  + stars: | 2024-03-17 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com   time to read: +4 min
"In addition to NVDA, investors have been focused on a broadening of the AI trade. We expect there will likely be three broad, subsequent stages of the AI trade," Hammond wrote. Goldman foresees a second phase that focuses on companies that build and maintain the infrastructure around AI. "Based on performance and valuation, investors have already started to price subsequent phases of the AI trade. An equal-weighted basket of Phase 2 stocks is up 14% during the past 6 months, largely driven by valuation expansion.
Persons: Goldman Sachs, Ryan Hammond, Hammond, Goldman foresees, Goldman, — CNBC's Michael Bloom Organizations: Nvidia, Broadcom, Foundry, Keysight Technologies, Palo Alto Networks, Intuit, Adobe, Nvidia —, Pinterest, Tenet Healthcare
☆ The dollar's huge strength means investors should prepare for fewer earnings beats from S&P 500 companies, Goldman Sachs says
  + stars: | 2022-10-11 | by ( Carla Mozée | ) www.businessinsider.com   time to read: +4 min
S&P 500 firms may beat quarterly earnings expectations at a lower pace than the first half of the year, Goldman Sachs says. Continued dollar strength should "support the performance of stocks with 100% domestic sales" relative to those that have a higher proportion of foreign sales, the strategists said. Dollar strength, corporate taxes stemming from the government's new Inflation Reduction Act, and headwinds to margins are elements that could lead to negative revisions to S&P 500 consensus estimates for 2023 per-share earnings, the bank said. If investors price a recession scenario, the [S&P 500] index would fall to 3,150." The S&P 500 on Tuesday was up slightly, at around 3,663.
0 next >>
Total: 2