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Goldman Sachs' David Kostin expects earnings will be higher this year even amid concerns of margin pressures in the face of higher inflation. Of those companies, Kostin noted, roughly two-thirds have topped expectations on the bottom line, while about one-third beat estimates on the top line. "What that suggests to us is that companies are able and demonstrating the ability to kind of squeak over a little bit margin," Kostin told CNBC's "Squawk on the Street" on Tuesday. The chief U.S. equity strategist said he anticipates inflation will eventually move lower this year, and interest rates will come down from their highs, helping to drive earnings growth. "Our forecast is that [the] market rises slowly in line with expectations for earnings," Kostin said.
Persons: Goldman Sachs, David Kostin, Kostin, CNBC's, Sarah Min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe market wants certainty more than cuts, says Goldman Sachs' Elizabeth BurtonElizabeth Burton, Goldman Sachs chief investment strategist, joins 'Closing Bell' to discuss her rate cut playbook and where she sees equities going from here.
Persons: Goldman Sachs, Elizabeth Burton Elizabeth Burton
Final Trades: Goldman Sachs, Meta Platforms and URNM
  + stars: | 2024-04-24 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Goldman Sachs, Meta Platforms and URNMThe Investment Committee discuss their top stocks to watch for the second half.
Persons: Goldman Sachs Organizations: Meta, Investment
Gross domestic product, the sum of all goods and services produced across the sprawling U.S. economy, is expected to post a 2.4% annualized growth rate for the first quarter, according to the Dow Jones consensus forecast. If that estimate is accurate, it would mark a step down from the 3.4% growth rate in the fourth quarter of 2023 and just a touch less than last year's 2.5% full-year growth rate. "The U.S. economy is still very resilient, supported by a solid labor market that continues to support robust income growth and in turn, consumer spending activity," EY-Parthenon chief economist Gregory Daco said. "We are seeing a little bit of cooling in terms of the consumer spending momentum. But there isn't any form of retrenchment that would be alarming in terms of future income trends and in terms of future consumer spending trends."
Persons: Dow, Gregory Daco, Daco, Goldman Sachs, Goldman, Spencer Hill Organizations: Wall, Gross, Atlanta Federal, Commerce, Commerce Department Locations: U.S, Atlanta
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailMeta's Q2 revenue guidance and implied deceleration will be key, says Goldman's Eric SheridanGoldman Sachs' Eric Sheridan joins 'Money Movers' to discuss what the overriding dynamic will be from Meta's quarterly earnings results, how Meta could further benefit from TikTok's forced sale, and more.
Persons: Goldman's Eric Sheridan Goldman Sachs, Eric Sheridan
The artificial intelligence revolution is just getting started, and that means there are opportunities for investors to scoop up some names at a discount, according to Evercore ISI. Yet adoption is low, with less than 5% of U.S. firms reporting using AI, he said, citing U.S. Census Bureau data. To find "AI revolutionaries" that are trading at a discount, Evercore ISI looked for companies in the Russell 1000 with strongly trending AI mentions — either surpassing the index or the company's sector average. One of the names on the list is Uber Technologies , which mentioned AI 17 times last year. The company is also using AI to increase productivity.
Persons: OpenAI's ChatGPT, Julian Emanuel, Emanuel, Russell, , Uber's, Dara Khosrowshahi, they're, CNBC's, Goldman Sachs, David Solomon, Solomon, Goldman's, Penny, Glenn Fogel, Fogel Organizations: ISI, Census, Nvidia, Nasdaq, Uber Technologies, Holdings Locations: U.S
But strategists at the Wall Street giant aren't only watching sales and earnings growth, the latter of which is expected to rise 8% this year and 6% in 2025. Share buybacks will be the next most common use of cash, Kostin wrote. Companies will also reward shareholders through dividends, which should tick up 6% this year thanks to 8% earnings growth, according to Goldman Sachs. "The AI investment cycle among the mega-cap tech stocks will support investing for growth," Kostin wrote. Goldman SachsBelow are the 30 stocks in that basket where capex and R&D spending is at least 10% of a company's market value.
Persons: shouldn't, Goldman Sachs, David Kostin, Kostin, That's, It's, they'll, Stocks Organizations: Business, Corporate
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailStock market focus has shifted from inflation to earnings, says Goldman's David KostinDavid Kostin, Goldman Sachs chief U.S. equity strategist, joins 'Squawk on the Street' to discuss if the year is playing out as expected, any reason to doubt upcoming quarters will bring further margin improvement, and more.
Persons: Goldman's David Kostin David Kostin, Goldman Sachs Organizations: Email
At stake is the role of a wide spectrum of players, from fintech firms to card companies and established banks. Walmart's Fintech startup One is now offering BNPL loans in Secaucus, New Jersey. Buy now, pay later has gained popularity with consumers for everyday items as well as larger purchases. A Capital One Walmart credit card sign is seen at a store in Mountain View, California, United States on Tuesday, November 19, 2019. Meanwhile, Walmart said last year when its lawsuit became public that it would soon announce a new credit card option with "meaningful benefits and rewards."
Persons: Joe Raedle, Goldman Sachs, Omer Ismail, Hugh Son, BNPL, Jason Mikula, Amazon's, Karma, John Furner, John David Rainey, Dot, " Rainey, Rainey, Morgan Stanley, Walmart's, Yichuan Cao Organizations: Walmart, Getty, CNBC, New Jersey Walmart, Apple, Electronics, Adobe Analytics, Bank of Walmart, Robinhood, Walmart U.S, Coastal Community Bank, Capital, PayPal Locations: Hallandale Beach , Florida, Bentonville , Arkansas, Manhattan, Secaucus , New Jersey, New Jersey, U.S, Mountain View , California, United States
Chinese-owned ByteDance will be forced to sell TikTok to a US company or face a nationwide ban. AdvertisementThose who want the app banned argue that TikTok may be forced into giving over user data to the Chinese government. A ban would be "devastating" for her, she said, because years of her work would be "deleted forever." AdvertisementA TikTok spokesperson told BI in March that the legislation has a "predetermined outcome," which is a total ban of TikTok in the US. Editor's note, April 23, 2024: This article has been updated to reflect the House of Representatives vote, which passed a bill to ban TikTok in the US.
Persons: , TikTok, Leo LonDini, LonDini, Brett Jansen Organizations: Service, Google, Epic Games, Universal Group, Warner Music Group, Spotify, Tesla Locations: China
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Since then, private-equity firms have poured $54.6 billion into sports, according to PitchBook data. And the field of potential investors is growing with Goldman Sachs helping rich clients invest in teams, which can drive up prices. AdvertisementLeagues also restrict PE investments, with some caps on the number of teams a firm can own stakes in or the ownership share a fund can hold. Scroll down to read about the private equity firms, listed alphabetically, that have been making the biggest moves in sports in recent years.
Persons: , Josh Harris, Rob Walton, Carlyle, Ben, Blackstone, Goldman Sachs, Harris, Blackstone Group's David Blitzer, Lauren Leichtman, Arthur Levine, Sportico, RedBird, Gerry Cardinale, There's Organizations: Service, MLB, NBA, Business, Washington, Denver Broncos, Amazon, Sports, Ben Fund, Bluestone Equity Partners, GMF, Apollo Global Management, Blackstone Group's, Levine, Capital Partners, San Diego Wave, NFL Locations: downturns
Big technology earnings this week could offer a much-needed catalyst for a market under pressure. Last week, the S & P 500 and Nasdaq Composite notched their longest daily losing streaks since October 2022, with the broad index posting its worst week since March 2022. Big Tech's performance this week could set the tone for the rest of earnings season and revive the market momentum. Tesla Tesla launches the reporting period for the "Magnificent Seven" stocks, with results due out after the bell Tuesday. Meta Platforms Meta Platforms ' results are due out after the bell Wednesday.
Persons: Tesla, Elon Musk, John Murphy, Longtime Deutsche Bank Tesla, Emmanuel Rosner, Brent Thill, Bernstein, Mark Shmulik, Doug Anmuth, Justin Post, Goldman Sachs, Eric Sheridan, Jefferies, Bernstein's, Wells Fargo's Michael Turrin, Piper Sandler's Brent Bracelin, Kash Rangan, Brad Zelnick, OpenAI, Satya Nadella Organizations: Federal Reserve, Nasdaq, Tesla Tesla, Bank of America, Barclays, Longtime Deutsche Bank, Microsoft, Deutsche, NVIDIA Locations: China
Leon Cooperman, a billionaire Columbia donor, weighed in on the crisis on the university's campus. Unlike the megadonor Robert Kraft, Cooperman said he's not pulling his donations. AdvertisementThe Wall Street titan Leon Cooperman is the latest billionaire to weigh in on student protests over Israel's war in Gaza. But unlike the megadonor Robert Kraft, Cooperman said he'd continue to give to Columbia even as he trashed student demonstrators. Kraft said he'd continue to support the school's Kraft Center for Jewish Student Life, which is named after him.
Persons: Leon Cooperman, Robert Kraft, Cooperman, he's, , he'd, Israel, Turkey —, Nemat, Shafik, Peace —, Goldman Sachs, Kraft, megadonors, Marc Rowan, Lauder, Ronald Lauder, Les Wexner, Claudine Gay, Liz Magill Organizations: Service, CNBC, Columbia University, Columbia, Hamas, Capitol, — Columbia, Apartheid, Columbia Students, Justice, Jewish, Peace, New York City Police Department, Barnard College, Columbia Business School, Hunter College, Kraft, Patriots, school's Kraft Center for Jewish, Cooperman, Yale, New York University, Harvard, University of Pennsylvania Locations: Columbia, Gaza, Cooperman, Bronx, Israel, United States, Cyprus, Jordan, Turkey, Palestine
Meta Platforms will report its first-quarter earnings on Wednesday after the closing bell. Wall Street is optimistic about the social media firm's result, citing optimism around AI and ad spending. Here's what Wall Street expects from Meta's first-quarter earnings after the closing bell on Wednesday:Wells Fargo: In need of a new catalystWells Fargo has projected ad-led strength in the first-quarter, with Meta benefiting from a robust e-commerce environment. The bank highlighted the fact that Instagram Reels has reached revenue neutrality, and should remain a key revenue growth tailwind over the coming years. JPMorgan rates Meta at "Overweight" with a $535 price target.
Persons: , Wells, Ken Gawrelski, optionality, Brad Erickson, Goldman Sachs, Goldman, Justin Post, Nitin Bansal, Doug Anmuth Organizations: Service, Meta, RBC, Bank of America, Washington . Bank of America, JPMorgan Locations: Meta's, Fargo, Wells, Washington .
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIndia's renewable capacity growth will likely double by the end of the decade, says Goldman SachsNikhil Bhandari, co-head of Asia-Pacific natural resources and clean energy at Goldman Sachs, says grid will be a "critical factor."
Persons: Goldman Sachs Nikhil Bhandari, Goldman Sachs Locations: Asia, Pacific
Final Trades: Goldman Sachs, SL Green and Taiwan Semi
  + stars: | 2024-04-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Goldman Sachs, SL Green and Taiwan SemiThe Investment Committee gives you their top stocks to watch for the second half.
Persons: Goldman Sachs Organizations: Green, Taiwan Semi The Locations: Taiwan
Monday's analyst calls included a price target cut for one of the biggest tech companies in the world and Goldman Sachs getting bullish on an e-commerce giant ahead of earnings. Morgan Stanley cut its price target on Apple to $210 from $220, citing the potential for disappointing fiscal third-quarter guidance. 6:50 a.m.: Morgan Stanley remains bullish on Nvidia even after chipmaker's sell-off The recent slump in artificial intelligence-related stocks hasn't steered Morgan Stanley away from Nvidia . Sheridan kept his buy rating and $220 price target on Amazon, which is expected to post its earnings results on April 30. Analyst Erik Woodring reiterated his overweight rating on the tech giant but cut his price target to $210 from $220.
Persons: Goldman Sachs, Morgan Stanley, Goldman, Joseph Moore, Moore, — Pia Singh, shouldn't, Wamsi Mohan, Mohan, Benjamin Swinburne, Swinburne, Eric Sheridan, Sheridan, Erik Woodring, Woodring, Fred Imbert Organizations: CNBC, Apple, Nvidia, NVIDIA, Bank of America, Spotify, Amazon, Services Locations: North America
Morgan Stanley reiterates Apple as overweight Morgan Stanley lowered its price target on the stock to $210 per share from $220 but says it's sticking with Apple. Bank of America reiterates Amazon as buy Bank of America said it's bullish heading into Amazon earnings next week. Bank of America reiterates Tesla as neutral Bank of America said it's sticking with its neutral rating on Tesla shares. Morgan Stanley upgrades Alcoa to equal weight from underweight Morgan Stanley said it sees a more balanced risk/reward for shares of Alcoa. Bank of America reiterates Apple as buy Bank of America says Apple is a top pick at the firm.
Persons: Goldman Sachs, Goldman, Morgan Stanley, it's, Piper Sandler, Piper, Apple, Q, Q revs, Papa, Stifel, Papa John's, Jefferies, Mizuho, JPMorgan, Raymond James downgrades, Raymond James, TD Cowen, BRBR, BMO downgrades, Tesla, Oppenheimer Organizations: Nvidia, NVIDIA, RBC, Apple, Microsoft, Meta, Bank of America, JPMorgan, Cisco, Deutsche Bank, Realty Trust, Deutsche, Brands, BMO, of America, Alcoa, Kymera Therapeutics, " Bank of America Locations: Singapore, Asia, Brazil
Companies that are spending big internally to grow their businesses should start outperforming if the economy remains on strong footing, according to Goldman Sachs. The Wall Street bank is advising clients consider buying companies with a high level of capital expenditure and research and development expenses. Those companies have outperformed those returning cash to shareholders via buybacks and dividends this year by 2 percentage points, Goldman said. In this environment, investors typically reward companies investing for growth when economic growth is accelerating, if history is any guide, Goldman said. The firm found a slew of stocks in the S & P 500 with the highest percentage of capex and R & D per market cap.
Persons: Goldman Sachs, Goldman, David Kostin Organizations: Norwegian Cruise Line, United Airlines, American Airlines, Delta Air Lines, Meta, Intel, HP, Western Digital Locations: Norwegian, United
Magic Eden coders gathered in an Airbnb in San Jose, California, to hack in preparation for the so-called bitcoin halving. Their goal was to spend a week hacking to prepare for the so-called bitcoin halving — an event that is baked into the chain's code and helps to stave off inflation through programmatic monetary policy. watch nowTechnically speaking, runes just enables asset issuance of fungible tokens on bitcoin's base chain. The reason this is significant to developers is because of its efficiency relative to existing BRC-20 tokens, bitcoin's widely-used fungible token standard that has already received a ton of traction. "There's definitely been an awakening of capital interest in the bitcoin layer two space," said Muneeb Ali, who co-founded Stacks — an open-source blockchain network that brings smart contracts to bitcoin.
Persons: Eden coders, Amil Husain, Magic Eden, Bitcoin, Eden's, Zedd Yin, Eden's coders, Yin, blockchain, Casey Rodarmor, Rodarmor, Casey, Nic Carter, Bill Barhydt, bitcoin, Barhydt, I've, Carter, PitchBook, There's, Muneeb Ali, Ali, Christopher Calicott, Amil Husain DeFi, Hong Fang, Fang, Goldman Sachs, Stacks's Ali Organizations: East Foothills, Fighter, Engineers, solana, Island Ventures, Venture, CNBC, Magic Eden, Austin, Trammell Venture Partners, Labs, Ribbit Capital Locations: San Jose , California, U.S, Northern California, solana, ethereum, Abra, bitcoin, San Jose, Bitcoin
"From our experience, the brokered CD market is more competitive," said Richard Carter, vice president of fixed income products and services at Fidelity. Like traditional CDs, brokered CDs are offered in different maturities. For instance, JPMorgan's one-year CD, with its 5.4% yield, can be called as early as Oct. 30, according to Fidelity's website. With a brokered CD, you'll have to sell it on the secondary market — and you may lose some of your principal. Depending on your time frame, you may consider a one-year ladder with CD maturities three months apart, a two-year ladder with CD maturities six months apart, or a five-year ladder, with maturities one year apart, he said.
Persons: Goldman Sachs, Morgan Stanley, Schwab, Richard Carter, Carter, you'll, there's, Morgan, Greg McBride, It's, McBride, staggers maturities Organizations: JPMorgan, Fidelity Investments, Bank of America, Fidelity, Vanguard, Federal Deposit Insurance Corp, Morgan Stanley Private Bank and Bank of America Locations: U.S
Here are three attractive dividend stocks, according to Wall Street's top experts on TipRanks, a platform that ranks analysts based on their past performance. Enterprise Products PartnersThis week's first dividend stock is Enterprise Products Partners (EPD), a midstream energy services provider. (See EPD Technical Analysis on TipRanks)Goldman SachsLet's move to Goldman Sachs (GS), one of the leading investment banks in the U.S. In the first quarter, Goldman Sachs returned $2.43 billion of capital to shareholders through share repurchases worth $1.5 billion and dividends of $929 million. (See Goldman Sachs Stock Buybacks on TipRanks)Cisco SystemsFinally, let's look at Cisco Systems (CSCO), a networking equipment maker.
Persons: Wall, Elvira Scotto, Scotto, TipRanks, Goldman Sachs, Stephen Biggar, Tal Liani, Cisco's, Liani Organizations: Wall Street, Enterprise Products, Enterprise Products Partners, RBC Capital, U.S, Goldman, Biggar, Securities Industry, Financial Markets Association, Cisco Systems, Cisco, Bank of America Securities Locations: Delaware, industrywide
Morgan Stanley Revenue rose 4% year over year to $15.14 billion, beating expectations of $14.41 billion, according to data compiled by LSEG. C YTD mountain Citigroup (C) year-to-date performance Citigroup had a decent quarter, Jim said. Jim said BofA just didn't shine versus the other major banks, and on earnings day Wall Street agreed, sending the stock down 3.5%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.
Persons: Jim Cramer, Jim, Morgan Stanley, Goldman Sachs, Wells Fargo, Here's, Morgan Stanley's, Ted Pick, Pick, Goldman, Charlie Scharf, He's, Scharf, Wells, Jane Fraser's, BofA, Jamie Dimon, Jim Cramer's, JPMorgan Organizations: Citigroup, Bank of America, JPMorgan Chase, Investment, Morgan, Morgan Stanley Revenue, LSEG, Wealth, Goldman, Wells, Management, Silicon Valley Bank, Club, Citigroup Revenue, Citi, Bank of America Revenue, Bank, of, JPMorgan Chase Revenue, JPMorgan, CNBC, Citibank, Reuters Locations: Goldman Sachs, Wells Fargo, Silicon, buybacks, Wells
If the 10-year bond rate goes up 2%, every asset on the planet, including real estate, is worth 20% less. Advertisement"If things stay where they are, we have the soft landing that seems to be embedded in the marketplace, the real estate will muddle through. They won't muddle through under higher rates with a recession. That would be tough for a lot of folks, not just real estate, if that happens." Jeenah Moon / Reuters"We're in a period that comes after financial repression, where we'll have some inflation and some real rates.
Persons: , Wall, shouldn't, Jamie Dimon, I'm, David Solomon, Goldman Sachs, Jane Fraser, Julian Restrepo, Larry Fink, Stephen Schwarzman, Ted Pick, Morgan Stanley, Jeenah, Michael Santomassimo, Wells, Alistair Borthwick, that's Organizations: Service, Wall Street's, Business, titans, JPMorgan, Citigroup, AP, BlackRock, Blackstone, Bank of America Locations: East, Ukraine
As first quarter earnings season rolls on, analysts are upping their forecasts on a collection of names set to report next week. According to FactSet data, analysts have upwardly revised their earnings estimates by more than 18% over the past three months. Analysts polled by FactSet have increased their earnings forecasts by nearly 18% over the past three months, and now expect earnings of 66 cents per share. GE YTD mountain GE Aerospace stock. GE Aerospace started trading on Wall Street earlier in April, after General Electric completed a split into three components compromised of GE Vernova, GE Healthcare and GE Aerospace.
Persons: Meta, Justin Post, Goldman Sachs, John Marshall lauding, Noah Poponak, Rowe Price Organizations: Netflix, Express, CNBC, Meta, Facebook, Messenger, Bank of America, GE Aerospace, FactSet, GE, Wall, General Electric, GE Vernova, GE Healthcare, Seagate Technology
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