BREAKING: Dow Rallies, Nasdaq Slips Even As AMD Soars Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience. Major-bank stocks proved to be resilient while the broad stock market pulled back this month and today the group is one of the most fertile grounds for stock investors, as more banks break out above buy points. During the Oct. 29-Nov. 7 market contraction, bank stocks held up impressively. That resilien ...

Core Insights - U.S. financial regulators have reached a consensus on a plan to relax capital requirements for major banks, including JPMorgan Chase, Bank of America, Goldman Sachs, and Morgan Stanley, with the proposal now sent to the White House for review [1][2][6] Proposed Plan Details - The plan involves adjustments to the enhanced Supplementary Leverage Ratio (SLR), a key component of the Basel III capital framework, which dictates capital holdings against assets for major financial institutions [2][3] - The Federal Reserve's proposal aims to reduce total capital requirements for Global Systemically Important Banks (GSIBs) by 1.4% (approximately $13 billion) and by up to 27% (around $213 billion) for their depository subsidiaries [3] Impact on Banks - The easing of capital requirements is expected to provide banks like JPMorgan, Goldman Sachs, and Morgan Stanley with greater flexibility to expand operations, particularly in lending and Treasury trading [4][6] - Lower capital buffers may enhance banks' profitability by freeing up funds for investment or business expansion, while still maintaining adequate capital for financial stability [5]

Core Insights - Goldman Sachs Group, Inc. (GS) shares have increased by 43.6% year to date, outperforming the industry average of 34.3% [1] - The investment banking (IB) business is experiencing strong growth, with IB fees reaching $6.8 billion, a 19% year-over-year increase in the first nine months of 2025 [5][9] - The company is focusing on strategic streamlining, exiting underperforming consumer banking ventures, and enhancing its Global Banking and Markets and asset and wealth management divisions [10][12] Investment Banking Performance - Goldman Sachs' IB revenues surged by 42.5% year over year in Q3 2025, driven by a resurgence in global dealmaking activity [5][6] - The bank advised on over $1 trillion in announced M&A volumes in the first nine months of 2025, positioning itself as a leader in M&A advisory [6] - Management anticipates an even stronger year for M&A activity in 2026, contingent on macroeconomic conditions [6] Strategic Streamlining and Growth Initiatives - The firm is exiting its non-core consumer banking business, which has positively impacted Global Banking and Markets revenues, increasing by 17% year over year [9][10] - Goldman Sachs raised a record $33 billion in alternatives in Q3 2025, with expectations to raise $100 billion in alternatives for the year [12] - The company plans to expand its private credit portfolio to $300 billion by 2029 and is pursuing international growth [13] Liquidity and Capital Distribution - Goldman Sachs maintains a strong liquidity profile, with cash and cash equivalents of $169 billion as of September 30, 2025 [16] - The company increased its quarterly dividend by 33.3% to $4 per common share and has a $40 billion share repurchase plan [17][18] - The firm has consistently returned capital to shareholders, with a five-year annualized dividend growth rate of 22% [17] Valuation and Earnings Outlook - The stock is trading at a forward price/earnings (P/E) ratio of 15.05, slightly above the industry average of 14.86 [23] - Earnings estimates for 2025 and 2026 have been revised upward, reflecting resilient earnings prospects [21][26] - Given the favorable momentum in dealmaking and asset management, holding onto Goldman Sachs' stock may be beneficial for investors [26]

Let's turn to the White House as well where the president as Sarah said will expected to host some high profile Wall Street leaders for dinner tonight. For that we'll turn to Aean Javvers. Morning Aan.>> Yeah, good morning to you Carl. We are expecting those heavy hitters here at the White House, but the White House is not really offering any detail on this dinner tonight other than uh that they are hosting it with financial leaders uh from across the economy. uh no no explanation from the White House sort ...

Goldman Sachs' biggest-ever M&A payday may be the precursor to the bank’s best year for advisory work. https://t.co/8BmbtrLS43 ...

Core Points - President Trump is hosting a dinner for Wall Street executives to garner support for his economic agenda [2][4] - Attendees include prominent figures such as JPMorgan Chase CEO Jamie Dimon, Goldman Sachs CEO David Solomon, and BlackRock CEO Larry Fink [1][4] - The dinner follows increased scrutiny of the administration's economic policies, particularly after a Democratic Socialist won the New York mayoral race focusing on living costs [5] Group 1 - The dinner is seen as an effort by Trump to engage with top business leaders and strengthen ties with corporate America [2][5] - The event is scheduled for 7:30 p.m. ET in the White House's state dining room [4] - Previous similar events included a dinner with technology leaders, indicating a pattern of engaging with industry executives [10] Group 2 - Jamie Dimon has previously served as a "sounding board" for Trump's economic policies during the 2024 campaign [7][9] - Dimon warned Trump about the potential risks of undermining Federal Reserve Chair Jerome Powell amid criticism of Powell's renovation expenditures [6]

LIVE Dow Tops 48,000 With Shutdown End in Sight Last Updated: 1 hour ago Goldman Says U.S. Stocks Will Continue to Underperform the Rest of the World By Josh Schafer Despite a more than 16% rally in the S&P 500 this year, U.S. stocks have been an underperformer on a global scale. The MSCI global index is up more than 19% this year. London's FTSE 100 has returned 21%, while BlackRock's iShares MSCI Emerging Markets ETF has added over 32%. Goldman Sachs expects this trend to continue over the next decade. Str ...

Goldman Sachs sees the S&P 500 rising over the next 10 years, but investors should temper their expectations. - Getty Images Stepping up as one of the first Wall Street banks to roll out forecasts for next year, Goldman Sachs strategists see the S&P 500 hitting 7,600 by the end of 2026, an 11% gain from here. Taking things a step further, a team led by chief global equity strategist Peter Oppenheimer has come up with a long-term forecast for the S&P 500 SPX to deliver a 6.5% annualized return over the ne ...

图1 智通财经APP获悉，此前准确预测今年美股跑输其他地区股市的高盛策略师彼得·奥本海默预计，未来十年美国股市将继续落后于全球其他主要市场。奥本 海默及其团队建议投资者提升美国以外市场的多元化配置比例，因当前美国股票估值处于高位，显著抑制了股价上行空间。他们预计标普500指数在未来十 年的年化收益率将达到6.5%，在所有地区中表现最弱。新兴市场预计将成为最强者，年化收益率为10.9%。 在科技股飙升与人工智能热潮的双重推动下，标普500指数虽在过去十年持续领跑全球市场，但2025年迄今已显著落后于全球主要股指同行。该基准指数上 涨了16%，而MSCI公司不含美国的全球指数则上涨了27%。 图2 "向美国以外地区进行多元化配置，重点倾向新兴市场，"奥本海默及其团队在一份报告中写道。"我们预计更高的名义GDP增长和结构性改革将利好新兴市 场，而人工智能的长期效益应该是广泛分布的，而非局限于美国科技领域。" 该行策略师们预计，未来几年新兴市场的收益将由中国和印度强劲的盈利增长推动。除日本外的亚洲地区被视为表现第二佳的地区，年化回报率为10.3%。 在政策驱动投资者分红优化与盈利增长的双重支撑下，日本股市有望实现8. ...

Core Viewpoint - VisionWave Holdings, Inc. has reported that Goldman Sachs Group, Inc. has filed a Schedule 13G with the SEC, indicating beneficial ownership of approximately 798,260 shares, or about 5.2% of the company's outstanding shares as of September 30, 2025 [1][2]. Group 1: Filing Details - The filing was made under Rule 13d-1(b) of the Securities Exchange Act of 1934, which pertains to institutional investors acquiring securities in the ordinary course of business without the intent to influence control of the issuer [2]. - A Schedule 13G is a passive ownership report typically filed by large financial institutions holding positions in multiple public companies, reflecting Goldman Sachs's aggregate ownership across its asset-management and broker-dealer divisions [3]. Group 2: Company Response - Douglas Davis, Executive Chairman of VisionWave, stated that institutional ownership by respected financial firms signifies increasing recognition of VisionWave's technology roadmap and market positioning [4]. - The company remains focused on delivering value to shareholders through disciplined growth and innovation [4]. Group 3: Company Overview - VisionWave Holdings Inc. specializes in developing and commercializing next-generation defense technologies that integrate AI-based sensing, radar, and autonomous systems for various applications [5]. - The company's mission is to enhance situational awareness, safety, and decision-making for government, defense, and commercial customers globally [5].