Core Insights - Cencora reported a revenue of $85.9 billion for the first quarter of fiscal 2026, marking a 5.5% increase year-over-year, driven by growth in both U.S. and International Healthcare Solutions segments [1][2] - The company achieved a GAAP diluted EPS of $2.87, up 14.8% from $2.50 in the prior year, while adjusted diluted EPS rose 9.4% to $4.08 [1][3] - Cencora raised its adjusted operating income guidance for fiscal 2026 to a growth range of 11.5% to 13.5%, reflecting the acquisition of OneOncology and strong performance in the U.S. Healthcare Solutions segment [1][2] Financial Performance - Revenue for the U.S. Healthcare Solutions segment was $76.2 billion, a 5.0% increase year-over-year, attributed to market growth and increased sales of specialty products [2] - International Healthcare Solutions segment revenue reached $7.6 billion, up 9.6% year-over-year, primarily due to growth in the European distribution business [2] - Operating income for the U.S. Healthcare Solutions segment increased by 21.0% to $831.3 million, while the International Healthcare Solutions segment saw a decrease of 13.9% in operating income to $142.2 million [2] Segment Analysis - The U.S. Healthcare Solutions segment's growth was driven by unit volume growth and increased sales of diabetes and weight loss products, despite some losses from specific customers [2] - The International Healthcare Solutions segment's revenue growth was 6.2% on a constant currency basis, but operating income decreased by 17.0% due to challenges in the European distribution business [2] - Revenue from other businesses, including MWI Animal Health and Profarma, was $2.1 billion, reflecting a 6.3% increase, although operating income in this category decreased by 6.1% [2] Guidance and Expectations - Cencora reaffirmed its full fiscal 2026 adjusted diluted EPS guidance range of $17.45 to $17.75, reflecting the expected contributions from the OneOncology acquisition [2] - The company anticipates revenue growth of 7% to 9% across its segments, with adjusted operating income growth projected at 11.5% to 13.5% [2] - The adjusted effective tax rate is expected to be around 20% for fiscal 2026, with net interest expense projected between $480 million and $500 million [2]

Goldman Sachs' top lawyer Kathryn Ruemmler accepted gifts from late sex offender Jeffrey Epstein and advised him on how to address press inquiries regarding his crimes, according to a Reuters review o... ...

Energy Transfer LP (NYSE:ET) is one of the best cheap stocks to buy for 2026. On January 21, Goldman Sachs increased its price target for Energy Transfer LP (NYSE:ET) to $19.00 from $18.50 and kept a Neutral rating on the stock. The firm attributed the adjustment mainly to the upcoming USAC/J-W Power acquisition in the first quarter of 2026. The other key factor is minor tweaks to assumptions about re-contracting in natural gas liquids (NGLs) and crude oil segments, which led to a roughly 1% rise in longer ...

Healthpeak Properties, Inc. (DOC) is a fully integrated real estate investment trust (REIT) based in Denver, Colorado. Valued at a market cap of $12 billion, the company owns, operates, and develops high-quality real estate focused on healthcare discovery and delivery. This healthcare REIT has considerably underperformed the broader market over the past 52 weeks. Shares of DOC have declined 18.1% over this time frame, while the broader S&P 500 Index ($SPX) has gained 15.5%. However, on a YTD basis, the st ...

Market Overview - Gold futures experienced a significant decline, dropping below $4,800 per troy ounce, marking the steepest one-day drop since the early 1980s [1] - Silver futures fell more than 13% on the same day, with iShares Silver Trust (SLV) plunging 24.1% last week and SPDR Gold Trust (GLD) retreating 4.7% [1] Federal Reserve Influence - The market sell-off was influenced by President Trump's nomination of Kevin Warsh as the next Chair of the Federal Reserve, interpreted as reducing concerns over the Fed's independence due to Warsh's hawkish policy stance [2] - Evercore ISI noted that markets were "trading Warsh hawkish," suggesting that his appointment could stabilize the dollar, although risks remain [7] Price Corrections and Projections - Analysts from JPMorgan indicated that a correction in silver prices was inevitable after a strong rally, as prices had exceeded projected averages [3] - Despite the recent decline, Goldman Sachs raised its year-end gold price target to $5,400, citing potential upside from increased private-sector investment [4] Dollar Dynamics - A weakening U.S. dollar has been beneficial for gold and commodity investments, recently hitting a four-year low due to yen strength [5] - The decline in the dollar is seen as positive for gold prices, especially in light of U.S. policy uncertainty and trends toward de-dollarization [6] Central Bank Activity - Central bank buying, which has supported gold prices, has slowed in recent months, reducing a key source of upward momentum [10] - The outlook for gold in 2026 appears limited, with reduced geopolitical tensions and a potential fading of dollar weakness [9] Long-term Outlook - The strategic case for de-dollarization remains strong, influenced by Trump's trade policies, which may deter countries from holding U.S. assets [12] - Gold's upside in 2026 is expected to be limited, with silver also facing challenges despite its industrial demand linked to AI [11]

SAN FRANCISCO, Feb. 02, 2026 (GLOBE NEWSWIRE) -- Fieldguide, a leading agentic AI-native platform for audit and advisory, today announced a $75 million Series C led by Growth Equity at Goldman Sachs Alternatives, with participation from new investor, Geodesic, and existing investors Bessemer Venture Partners, 8VC, and Thomson Reuters. The financing brings Fieldguide’s total funding to $125 million and values the company at $700 million. Audit and advisory firms are facing a structural capacity problem. Regu ...

Market Overview - The S&P 500 index briefly crossed 7000 points for the first time on January 28, 2026, rebounding nearly 40% since April 2025 lows, with five record closes noted by January 27, 2026 [1] - The Nasdaq Composite has seen modest gains in 2026, while the Russell 2000 has surged nearly 7% year-to-date as of January 29, 2026, outperforming large-cap peers for 14 consecutive trading sessions, the longest streak since 1996 [2] Valuation Concerns - The Shiller S&P 500 price-to-earnings ratio is currently at 41, the highest since the dot-com bubble, while the trailing P/E ratio is at 31.52, significantly above the historical average of 16.2 [3] - Bank of America's head of US equity strategy, Savita Subramanian, indicates that the S&P 500 is expensive, predicting it will reach 7,100 by year-end 2026, which is among the lowest forecasts on Wall Street [3] Investment Strategy - Goldman Sachs analysts predict that value stocks will remain favored if US economic momentum strengthens, noting that these stocks, with forward P/E ratios below 15, have outperformed higher-valuation stocks at the start of the year, achieving a 15% return in the last six months of 2025 [4] Stock Selection Methodology - The list of best cheap stocks for 2026 was created using screeners like TradingView and Finviz, focusing on US-listed stocks with forward P/E ratios between 3 and 15 and a positive upside potential of at least 20%, ranked by hedge fund holdings as of Q3 2025 [7][8] HNI Corporation - HNI Corporation (NYSE:HNI) is highlighted as a top cheap stock for 2026, with a forward P/E of 11.92 and an upside potential of 58.46% [9] - Benchmark Co. raised its price target for HNI to $75 per share from $60, citing a planned acquisition of Steelcase Inc. valued at approximately $2.2 billion, expected to yield annual cost synergies of about $120 million [10] - HNI's shares are priced below historical values, with a P/E ratio of 13.35, and the company has a history of consistent dividend payments over 55 years [11] Sanofi SA - Sanofi SA (NASDAQ:SNY) is also listed as a cheap stock for 2026, with a forward P/E of 9.02 and an upside potential of 25.11% [15] - Citi Research initiated coverage on Sanofi with a Neutral rating and an €85 price target, expressing concerns over pipeline setbacks affecting long-term growth [16] - Sanofi's current valuation reflects these setbacks, with analysts noting that the market is unlikely to reward the stock with a higher multiple without evidence of pipeline improvement [17] - Positive results were reported for Sanofi's experimental medicine amlitelimab in Phase 3 clinical studies for atopic dermatitis, indicating potential for future growth [18]

2) When I saw this, I wondered why I’d never heard this before. Her CIA Agency Award in 2015 was not and still has never been reported by any press outlet whatsoever, not even a fringe one. It’s not in her Wikipedia. It’s not in her extensive current Goldman Sachs bio. ...

Core Insights - Goldman Sachs has initiated coverage of Penguin Solutions with a Buy rating and a revised price target of $25, down from $26, while noting the company's FY2026 outlook is uncertain but remains optimistic about its AI infrastructure momentum [1][4] Financial Performance - In FQ1 2026, Penguin Solutions reported revenue of $343 million, reflecting a 1% year-over-year increase, driven by a 41% annual surge in Integrated Memory business revenue to $137 million due to DDR5 technology and AI computing demand [2] - Advanced Computing revenue increased by 9% sequentially to $151 million [2] Challenges and Future Outlook - The company experienced an 18% sequential decline in its Optimized LED business due to weak demand in China and large US OEM sectors [3] - Management indicated challenges with the high-margin Penguin Edge business, which is expected to wind down by the end of fiscal 2026, alongside a 9% decline in services net sales [3] - Penguin Solutions anticipates a stronger second half of the year by focusing on enterprise and sovereign AI opportunities, leveraging partnerships with Dell, CDW, and Nvidia to diversify its customer base beyond traditional hyperscalers [3]

Core Insights - BioNTech SE (NASDAQ:BNTX) is recognized as a leading high-growth European stock, with Goldman Sachs upgrading its rating from Neutral to Buy and increasing the price target from $115 to $142, emphasizing its pivotal role in oncology [1] - The company has an extensive portfolio targeting a market estimated to exceed $100 billion, with significant results expected in 2026, positioning BioNTech as a potential leader in the next phase of oncology treatments [2] - Despite acknowledging competition in clinical development, Goldman Sachs views BioNTech as having a "unique risk/reward opportunity" in the evolving oncology landscape [3] Company Overview - BioNTech SE is a German biotechnology firm focused on developing and commercializing innovative immunotherapies and vaccines for cancer and infectious diseases [3]