Anthropic’s Claude Chatbot is downGoldman Sachs expects ~14% fo the workforce will be replaced by AI in the futureIf AI goes down and no one is available to do the job, how will customers get their goods and services? ...

The son of a bus driver and a long-time government worker, after graduating from Georgetown in 1997, Damien Dwin began his career at Saloman Brothers as an analyst and then as a trader at Goldman Sachs in New York and London.See the full #ForbesBLK50 Money Masters list: https://t.co/8ifvQfQWik ...

Goldman Says European Gas Could Jump 130% on Hormuz Disruption https://t.co/HJ2KgP7kBE ...

Core Viewpoint - Credo Technology (CRDO) is positioned to benefit from the ongoing demand for copper in AI infrastructure, despite being overshadowed by larger players like Nvidia (NVDA) [1][2] Group 1: Company Overview - Credo Technology has seen a significant stock surge of 180% in 2025 due to increasing data-center demand [1] - Goldman Sachs initiated coverage with a buy rating and a price target of $165, indicating a potential upside of approximately 27% from current levels [2] Group 2: Market Position and Strategy - Credo's unique proposition lies in its focus on high-speed Active Electrical Cables (AECs), which are essential for connecting AI servers in hyperscale data centers [3][4] - The company holds the largest market share in high-speed AECs, which are critical for the infrastructure supporting major companies like Nvidia, Amazon, Microsoft, and Meta [4] Group 3: Technical Advantages of Copper - Goldman Sachs argues that copper-based AECs are ideal for short-range connections within and between adjacent racks due to their cost-effectiveness and efficiency [5] - Copper-based AECs can reduce power consumption by up to 50% and provide high signal integrity, minimizing connection disruptions that can hinder AI workloads [7][8] Group 4: Industry Outlook - The debate over the longevity of copper versus optical solutions continues, with Goldman forecasting that about 80% of data-center switching ports will still rely on copper solutions until 2030 [9] - The transition to higher lane speeds is expected to be gradual, allowing copper to remain relevant in the market until at least 2032 [9]

Core Viewpoint - Pinterest, Inc. (NYSE:PINS) is facing challenges with revenue growth due to macroeconomic pressures affecting major retail advertisers, despite a healthy increase in its user base, particularly among Gen-Z users [2][3]. Group 1: Analyst Ratings and Price Targets - Goldman Sachs lowered its price target for Pinterest from $32 to $23 while maintaining a Buy rating, citing revenue pressure from macro headwinds [2]. - RBC Capital downgraded Pinterest from Outperform to Sector Perform with a new price target of $17, down from $38, highlighting disappointing Q4 results and failed product cycle plans [3]. Group 2: Company Overview and Market Position - Pinterest, founded in 2010, operates as a visual discovery engine and social commerce platform based in California [4]. - While there is potential for Pinterest as an investment, some analysts suggest that certain AI stocks may offer greater upside potential with less downside risk [4].

Let me start just by asking you sort of what retirement has been like. You left the firm in 2018. What is your day to day like.I'll just say this I have I still have the occupational hazard. I still have the background noise of following markets. I still I still know the price of everything all the time.I engage in some philanthropic activities that I that I used to follow, that I just do a little bit more of. I spend more time with my family, although I haven't really clocked it. It may just be that my fam ...

Group 1 - Wells Fargo is recognized for its effective integration of AI, having recently hired a technologist from Amazon Web Services to enhance operational efficiency and uncover hidden savings [1][2] - The company is positioned favorably within the banking sector, alongside Goldman Sachs, as both are seen as stable entities during a period of strong performance in investment banking [1] - There is a belief that Wells Fargo may leverage AI to reduce costs more effectively than some software companies, although competition remains a factor [1] Group 2 - Wells Fargo offers a range of financial services, including banking, lending, investment, and wealth management solutions, indicating its diversified business model [2]

Core Viewpoint - Goldman Sachs' asset management division is distinguishing itself from peers by maintaining a lower redemption rate in its private credit offerings, despite growing concerns about AI's potential disruption to software companies [1][2]. Group 1: Redemption Rates and Investor Sentiment - Goldman Sachs Private Credit Corp reported a fourth-quarter redemption rate of 3.5%, significantly lower than the over 5% average for its peers, indicating strong investor confidence [2]. - The firm noted that December inflows were 11% above the year-to-date average, reflecting continued strong demand for its private credit products [2]. Group 2: AI Disruption Concerns - There are rising fears that AI could undermine the earnings potential of software companies, which may affect their ability to repay loans, leading investors to reassess their exposure to private credit [3]. - Goldman Sachs disclosed that its exposure to enterprise software credit was approximately 15.5% at the end of the third quarter, which is on the lower end compared to its competitors [6]. Group 3: Strategic Responses to AI - Goldman Sachs has been evaluating the impact of AI on the software sector for several years and has already passed on investment opportunities due to AI-related concerns [7]. - The firm has implemented an internal framework to assess AI disruption risks, acknowledging the significant threat posed by AI to traditional software companies [8].

Goldman Sachs Stock Tests Key Support. A Breakdown Could Pressure the Market. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# All Eyes on Goldman Sachs as Key Support WobblesBy [Doug Busch]ShareResize---ReprintsIn this article[SPX][GS]Goldm ...

Core Viewpoint - Goldman Sachs raised its price target on Targa Resources Corp. (TRGP) to $242 from $196 and maintained a Buy rating following better-than-expected Q4 results, driven by strong downstream NGL margins despite flat Permian gathering and processing volumes [1] Group 1: Analyst Ratings and Price Targets - Goldman Sachs increased its price target to $242 from $196 and maintained a Buy rating [1] - Barclays raised its price target to $226 from $191 and kept an Overweight rating, indicating improving long-term fundamentals for Targa [2] Group 2: Financial Performance - Targa reported Q4 revenue of $4.06 billion, slightly below the consensus of $4.14 billion, while adjusted EBITDA was $1.34 billion, up from $1.12 billion the previous year [3] - CEO Matt Meloy highlighted positive momentum in the business, particularly in the Permian, and noted that large downstream capital projects expected to complete in the second half of 2027 will provide significant operating leverage and support durable free cash flow [3] Group 3: Company Overview - Targa Resources Corp. operates domestic infrastructure assets in North America through its Gathering and Processing and Logistics and Transportation segments [4]