RT Edgy - The DeFi Edge 🗡️ (@thedefiedge)Goldman didn’t just go long AI. They built a hedged structure around it.If they’re compute, infra, or cybersecurity = Long• If they’re simple workflow apps = Short• Flying Tulip is doing the same thing with a token sale.You contribute an asset (USDC, ETH, etc.) and mint $FT at a fixed $0.10 ($1 = 10 FT).But your capital isn’t being spent.It stays as backing capital tied to a Perpetual PUT position, while the protocol earns yield on it.What happens next is up to you:1 ...

🚨BREAKING: GOLDMAN SACHS AND NASDAQ CEOS TO HEADLINE CRYPTO FORUM AT MAR-A-LAGO@DonaldJTrumpJr and @EricTrump hosting major Wall Street executives for cryptocurrency discussion at Trump's Florida resort. https://t.co/ybAzHVEl3y ...

On Feb. 3, 2026, Bensler, LLC disclosed a new position in the Goldman Sachs Nasdaq-100 Premium Income ETF (NASDAQ:GPIQ), acquiring 222,468 shares in a transaction estimated at $11.7 million based on quarterly average pricing. What happened According to a Securities and Exchange Commission (SEC) filing dated Feb. 3, 2026, Bensler, LLC reported a new holding in Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ), acquiring 222,468 shares during the fourth quarter. The estimated transaction value was $11.7 m ...

India is hosting one of the world’s largest artificial intelligence summits this week, with Prime Minister Narendra Modi seeking to clear a path for India in a heated race to develop frontier models. Meanwhile, the French President is pulling out all the stops to try and persuade India to buy French fighter jets, as Emmanuel Macron makes his fourth visit to India since his election in 2017. Today's guests: Kamakshya Trivedi, Goldman Sachs, Chief FX and Emerging Markets Strategist; Evie Aspinall, British For ...

Core Viewpoint - The software industry, particularly companies like Workday and Salesforce, is facing significant challenges due to advancements in AI, which are impacting stock prices and future earnings estimates [1][3]. Group 1: Stock Performance and Earnings Estimates - Software stocks, as represented by the iShares Expanded Tech-Software Sector ETF (IGV), have declined by 24% over the past three months, yet two-year forward earnings estimates for these stocks have increased by 5% [3]. - Despite the decline in stock prices, Wall Street analysts have been slow to adjust their earnings estimates for software companies, which raises concerns about the accuracy of these projections [2][4]. Group 2: Market Sentiment and Analyst Perspectives - Analysts on Wall Street are typically optimistic, but the current situation with software stocks is seen as bordering on nonsensical, given the stark contrast between falling stock prices and rising earnings estimates [3]. - Tim Urbanowicz from Innovator Capital Management highlighted that software companies have seen a significant sell-off, with price-to-earnings (PE) multiples dropping from around 35 to below 20, indicating a major market shift due to AI disruption [5]. Group 3: Future Implications - The ongoing decline in software stock prices suggests a potential negative outlook for the industry as AI continues to evolve and disrupt traditional business models [4]. - Urbanowicz warned that the market may not recover as optimistically as some investors hope, indicating a need for caution and preparedness for further disruptions across various industries [6].

Core Viewpoint - Goldman Sachs has raised price targets by over 10% on four blue-chip dividend stocks, indicating optimism about their future performance and potential for growth [1]. Group 1: Price Target Increases - Goldman Sachs raised the price target for Applied Materials from $310 to $390, reflecting a significant increase of 26% [1]. - The price target for Belden was increased from $144 to $175, representing a 21.5% rise [1]. - BorgWarner's target price was raised from $54 to $78, marking a 44.4% increase [1]. - Cameco's price target was increased from $115 to $131, which is a 13.9% rise [2]. Group 2: Company Profiles - **Applied Materials**: A semiconductor capital equipment company that provides solutions for the semiconductor and display industries, operating in three segments: Display, Applied Global Services, and Semiconductor Systems [1]. - **Belden**: A global supplier of connection solutions, focusing on network infrastructure and broadband solutions, with applications in various vertical markets including healthcare and data centers [1]. - **BorgWarner**: Engaged in clean-technology solutions for vehicles, the company operates in four segments, including PowerDrive Systems and Battery & Charging Systems, focusing on electric and hybrid vehicle technologies [1]. - **Cameco**: A Canadian company that supplies uranium fuel for nuclear reactors, involved in uranium mining and refining, with operations at Cigar Lake and McArthur River mines [2].

Core Insights - Gold and silver prices have sharply declined due to weaker Asian demand, particularly from China, with gold futures falling below $5,000 and silver dropping to $74.24 an ounce [1][2] - The bearish sentiment surrounding the U.S. dollar is increasing, with a Bank of America survey indicating the most bearish dollar positioning in 14 years, which may exert further downward pressure on commodities [2] - Gold's support level is identified at $4,860, with a potential drop to $4,670, while silver shows signs of weakening momentum, possibly heading towards $70 [3] Market Trends - The recent gold rally may reflect broader trends in the commodity market, suggesting a shift beyond its traditional role as a safe-haven asset [4] - Concerns are raised regarding China's potential development of gold-backed digital assets in Hong Kong, indicating a strategic move away from the yuan [5]

Core Viewpoint - Capri Holdings Limited (NYSE:CPRI) is recognized as one of the best consumer stocks to buy according to Wall Street, despite recent price target reductions by analysts [1]. Group 1: Analyst Ratings and Price Targets - TD Cowen analyst Oliver Chen lowered the price target for Capri Holdings to $26 from $32 while maintaining a Buy rating, citing better-than-expected third-quarter results but noting that elevated expectations are limiting stock performance [2]. - Goldman Sachs reduced its price target to $24 from $27 and kept a Neutral rating, highlighting sequential improvement in Michael Kors full-price sales and strong results at Jimmy Choo, but also mentioning ongoing outlet pressure and a wholesale reset affecting near-term performance [3]. - UBS analyst Jay Sole cut the price target to $22 from $25 while maintaining a Neutral rating, indicating that the company's self-help initiatives are on track but the recovery may take longer than previously expected [3]. Group 2: Financial Performance - Capri Holdings reported third-quarter revenue of $1.025 billion, exceeding the $1 billion consensus estimate, with CEO John Idol emphasizing ongoing strategic initiatives at Michael Kors and Jimmy Choo aimed at long-term growth [4]. - The completed sale of Versace has significantly reduced the company's debt, leaving it with $80 million of net debt at the end of the quarter [4]. Group 3: Company Overview - Capri Holdings Limited is involved in the design, marketing, distribution, and retail of branded women's and men's apparel, footwear, and accessories across various global markets including the United States, Canada, Latin America, Europe, the Middle East, Africa, Asia, and Oceania [5].

Core Insights - Coursera, Inc. (NYSE:COUR) is recognized as one of the 15 Best Small Cap Stocks to Buy according to Wall Street [1] - JPMorgan has lowered its price target for Coursera to $10 from $12 while maintaining an Overweight rating, citing mixed preliminary guidance for 2026 but positive fourth-quarter performance [2] - Goldman Sachs has reduced its price target to $6 from $9 with a Sell rating, highlighting solid FY25 performance in the consumer segment but a weak enterprise environment [3] - RBC Capital has lowered its price target to $8 from $11 while keeping an Outperform rating, noting strong fourth-quarter results across both consumer and enterprise segments [3] Financial Performance - Coursera reported fourth-quarter revenue of $197 million, exceeding the consensus estimate of $191.83 million [4] - The company achieved total revenue of $757 million for 2025 and anticipates revenue between $805 million and $815 million for 2026, surpassing consensus estimates of $797.48 million [4] Business Segments - Coursera operates through three segments: Consumer, Enterprise, and Degrees, providing a range of online education services including courses, certificates, guided projects, and online degrees [5]

Goldman Sachs plans to drop DEI from board-candidate criteria, WSJ reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Goldman Sachs logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]- Companies[Goldman Sachs Group Inc]Follow[Citigroup Inc]Follow[Morgan Stanley]FollowFeb 16 (Reuters) - Goldman Sachs [(GS.N), opens new tab] is preparing to eliminat ...