Group 1 - The Federal Reserve cut rates by a quarter point and indicated two more reductions are likely by year-end, which is seen as a move to cushion a softening labor market [1] - Historically, when the Fed has cut rates with the S&P 500 within 3% of record highs, the index has posted gains 90% of the time over the following year [2] - Strategists from Wells Fargo, Barclays, and Deutsche Bank have raised their S&P 500 targets, citing resilient earnings and easier Fed policy as key factors for market growth [3] Group 2 - Bank of America's fund manager survey indicates equity allocations are at seven-month highs, reflecting optimism in the market [4] - Some strategists express caution, noting that the S&P 500 is already at a high valuation and the upcoming Q3 earnings season will be a critical test [4] - Fundstrat's Mark Newton highlights a weakening breadth in the market and suggests a potential near-term sell-off in tech stocks before a larger upward movement [5] Group 3 - Evercore ISI's Julian Emanuel anticipates increased volatility in tech stocks in the short term, while maintaining a bullish outlook driven by AI, projecting a path toward 7,750 by 2026 [6] - Investors are navigating a "jobless expansion," betting that weaker employment will lead to continued Fed easing, which will support valuations and corporate profit margins [7]

Has the Federal Reserve just fired the starting gun for the next major leg up in the crypto market. Uh, with one single decision, they may have unlocked a wave of liquidity that could send Bitcoin to prices that seemed unimaginable just a few months ago. But what if I also told you that buried deep within that same decision are the seeds of a potential market crash.a scenario that could invalidate the entire bullc case and send risk assets spiraling. My name is Nick and if you hold crypto, you can't miss th ...

Well, stocks do typically perform better in the wake of cuts from the Federal Reserve. My next guest has a playbook for how ETF investors can potentially take advantage of any postcut bump. Marissa Anel, Goldman Sachs Asset Management, head of ETF investment strategies, joining me uh now on set for this week's ETF report brought to you by Invesco QQQ.Marissa, thanks for being here. >> Thanks for having me. >> So, I I guess first of all to set the table, we should talk about what the Fed is going to do today ...

Company Performance - Goldman Sachs (GS) stock increased by 1.11% to $794.22, outperforming the S&P 500 which declined by 0.1% [1] - Over the past month, GS shares gained 8.89%, surpassing the Finance sector's gain of 2.52% and the S&P 500's gain of 2.57% [1] Upcoming Earnings - Goldman Sachs is set to release its earnings report on October 14, 2025, with an expected EPS of $10.27, reflecting a growth of 22.26% year-over-year [2] - The consensus estimate for quarterly revenue is $13.66 billion, indicating a 7.56% increase from the same period last year [2] Full Year Estimates - For the full year, analysts expect earnings of $46.21 per share and revenue of $56.87 billion, representing increases of 13.99% and 6.28% respectively compared to the previous year [3] Analyst Estimates - Recent changes in analyst estimates for Goldman Sachs are crucial as they reflect short-term business trends, with upward revisions indicating positive sentiment towards the company's profitability [4] Zacks Rank and Valuation - Goldman Sachs currently holds a Zacks Rank of 3 (Hold), with a recent 1.27% rise in the Zacks Consensus EPS estimate [6] - The company is trading at a Forward P/E ratio of 17, which is in line with the industry average [7] - GS has a PEG ratio of 1.65, consistent with the average PEG ratio for the Financial - Investment Bank sector [8] Industry Context - The Financial - Investment Bank industry ranks 17 in the Zacks Industry Rank, placing it in the top 7% of over 250 industries [9]

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** Mainland Chinese stocks hovered near a 3-1/2-year peak. ** China's blue-chip CSI300 Index was up 0.6% by the lunch break, while the Shanghai Composite Index gained 0.4%. Hong Kong's benchmark Hang Seng Index was up 1.4%. ** Tech majors, which traded in Hong Kong, jumped 3.5% following an overnight rally of their counterparts in New York. ** Baidu surged nearly 16% to its highest level since October 2023. Shares of Alibaba were up 5% at their strongest point since November 2022.Live Events ** A number of ...

[Music] [Music] Hey, I'm Kramer. Welcome to Mad Money. Welcome to Cra.Other people, my friends. I'm just trying to make you a little money. My job is not just to entertain, but to teach, put in context.So, call me at 1800 743 CNBC. Tweet me at Jim Kramer. Not that long ago, pretty much everybody assumed that the next non- tech stock to cross the trillion dollar threshold would be the stock of Eli Lilly.Why not. They developed a weight loss and diabetes wonder drug with incredible prospects. Oh, but this mar ...

have to I I'd be remiss if we did not start with the Federal Reserve. What is Goldman expecting from the Fed tomorrow. >> So, we're expecting a 25 basis point cut.Uh we do to your point earlier think that it should be somewhat of a hawkish tone however in the presser and the most important parts will be you know the comments that are coming out of um Jay Powell in addition to where they see the forward dots and where we see some of the dissents especially considering the composition changes um within the Fe ...

Core Viewpoint - Hershey's shares are now considered to have a "compelling" risk/reward profile due to improved market trends and cost pressures already being priced in, prompting Goldman Sachs to upgrade the stock from Sell to Buy with a 30% price target increase [2] Company Summary - Goldman Sachs has given Hershey a double upgrade, reflecting confidence in the company's future performance [2] - The stock's new rating indicates a positive outlook for Hershey amidst favorable market conditions [2] Industry Summary - The overall market trends are improving in favor of Hershey, suggesting a potential recovery or growth in the confectionery sector [2] - Cost pressures that previously affected the industry are now seen as already accounted for in the stock price, indicating a stabilization in the market [2]

Steve, joining us now, Christina Minis, Goldman Sachs global head of credit and asset uh finance. How's how's business. How how would you characterize it right now.Do we need a rate cut. >> I think things feel pretty good and I think we probably do need a rate cut. >> Both two things can be true at once.>> Yeah, I do. >> Liberation Day was there's some trepidation, but but overall third quarter's been better. >> It's been much better.And if you look at volumes in the credit markets since liberation day, the ...