Core Viewpoint - Oklo Inc. (NYSE:OKLO) has experienced a significant decline in share price, dropping by 10.94% from February 3 to February 10, 2026, making it one of the worst-performing energy stocks during that week [1]. Group 1: Price Target and Analyst Ratings - Goldman Sachs has reduced its price target for Oklo Inc. from $106 to $91 while maintaining a 'Neutral' rating, indicating a potential upside of over 37% from current levels [4]. - The reduction in price target reflects a cautious outlook due to rising nuclear fuel costs, which could impact the affordability of nuclear power and subsequently the demand for Oklo's small modular reactors [5]. Group 2: Market Context and Industry Trends - There is a growing global interest in nuclear power, as highlighted by Goldman's February Global Reactor Tracker, which covers developments in North America, Europe, and Asia [4]. - The investment bank has noted a strong start-of-year rally in uranium spot prices, which may influence future pricing forecasts ahead of Q4 earnings [4].

Welcome back. Big tech companies unveiling plans in recent days to fund the AI buildout. Alphabet's launching tech's first 100year bond since 1997.While Oracle says it's planning to raise up to $50 billion in debt and equity this year. Joining us now to discuss all this is Goldman Sachs head of investment grade credit Johnny Fine. Welcome.Perfect time to have you here. So, h how's the market absorbing all of these financing needs. >> Well, the short answer is incredibly well.uh the Oracle financing priced l ...

Peter Navarro, You didn't answer my question. We came up, we had Liberation Day. No, you did not.We said your question was what will satisfy Peter Navarro. And I said, when that, you know, what is the problem. What is the optimum blended tariff rate.James Dimon wants to know that. Brian Moynihan wants to know that. I'm Solomon over at Goldman Sachs wants to know that in the people in the first congressional District of Iowa.Where are we heading as these exemptions come in. Do you see a 7% optimal tariff rat ...

Group 1 - PayPay, a Japanese payments app backed by SoftBank, has filed for an initial public offering (IPO) in the United States, marking a significant step towards its public market debut [1] - This IPO will be the first U.S. listing of a SoftBank-majority investment since the successful IPO of chip designer Arm Holdings in 2023 [1] - The planned listing on Nasdaq under the symbol "PAYP" was initially expected in December but was delayed due to the longest-ever U.S. government shutdown affecting regulatory review [1] Group 2 - Goldman Sachs, J.P. Morgan, Mizuho, and Morgan Stanley are serving as the lead underwriters for PayPay's IPO [1]

Core Insights - Broadcom has established a strong position in both semiconductor and software sectors, benefiting from high-margin chips and long-term enterprise software relationships, creating a competitive advantage in networking and custom silicon [1][2]. Financial Performance - Broadcom reported record quarterly revenue of $18 billion, a 28% year-over-year increase, with AI semiconductor revenue surging 74% annually [11][12]. - For the full fiscal year, adjusted EBITDA reached a record $43 billion, and free cash flow was robust at $26.9 billion, with cash and equivalents rising to $16.2 billion [13]. - The company raised its quarterly dividend by 10% to $0.65 per share for fiscal 2026, marking a 15-year streak of dividend increases [9][10]. Market Position and Growth - Broadcom's AI-related backlog exceeds $73 billion, with significant orders from major clients like Google and Anthropic, indicating strong demand for its products [14][15]. - The company expects AI semiconductor revenue to double annually to $8.2 billion in Q1 fiscal 2026, with total revenue forecasted at $19.1 billion [16]. Analyst Sentiment - UBS has reaffirmed a "Buy" rating for Broadcom, with a price target of $475, citing accelerating demand for its TPU portfolio [20]. - Analysts predict Broadcom's AI revenue could reach approximately $60 billion in fiscal 2026, with significant contributions from Google [21]. Stock Performance - Over the past 52 weeks, Broadcom's stock has surged nearly 47%, significantly outperforming the S&P 500 Index [7]. - The stock trades at a premium valuation of around 39.55 times forward earnings, reflecting confidence in its growth and earnings visibility [8].

It's 5AM in New York City. Good morning. I'm Vonnie Quinn with your Bloomberg Brief.Let's get you set up for the day. Traders paring back rate cutbacks following that payrolls report. Jobless claims up next.Stocks recovering from another scare trade while anthropic inching closer to a deal that would value the farm at $350 billion. And midterm anxieties rise for President Trump as the House passes a bill targeting his levies on Canadian imports. So futures are pointed higher today.Now, yesterday, we had ano ...

Group 1 - Nutanix, Inc. (NASDAQ:NTNX) is considered one of the most oversold stocks on NASDAQ, with Goldman Sachs revising its price target to $60 from $75 while maintaining a Buy rating [1] - UBS also cut its price target for Nutanix to $57 from $91, while still maintaining a Buy rating, indicating achievable mid-teens growth in FY27-28 [2] - Barclays downgraded Nutanix to Equal Weight from Overweight, reducing the price target to $53 from $64 [2] Group 2 - Nutanix provides a cloud platform that utilizes web-scale engineering and consumer-grade design, with operations segmented geographically into the United States, Europe, the Middle East, Africa, Asia Pacific, and Other Americas [3]

Live from Sydney, I'm Paul Allen. This is INSIGHT where we dive deeper into the stories that matter with crucial context and sharp analysis. Well, Asian stocks are off to their strongest start against the US peers this century.Cheaper valuations and far firmer growth prospects, luring investors and sending the regional benchmark to record highs. Franklin Templeton Institute investment strategist Christy Tan is going to join us in a moment with her take on what's driving the rush into Asia. Global banks have ...

Citadel has hired AJ Bolduc from Goldman Sachs to lead Asia trading and equity capital markets at Ken Griffin’s hedge fund firm, sources say https://t.co/UXVTrHNYyX ...

The big banks are watching your every move. Not literally, but let's just be honest here. The big banks have been going against the retail sector for decades and decades and decades.One of the clearest things when it comes back to like bankers manipulating markets in their favor and harming consumers is like for an example, the metals market, right. We know that for years and years and years these big bankers have been fined multiple times for manipulating the metals markets in their favor. Now when it come ...