RT Sei (@SeiNetwork)JP Morgan. Goldman Sachs. Bank of America. BlackRock. Mastercard.The entire financial system is coming onchain. Scalable infrastructure matters.Markets Move Faster on Sei. ($/acc) ...

CoreWeave - CoreWeave's stock has increased by 224% since its IPO in March, with revenue jumping over fivefold to $981 million in Q1 [2][4] - The cloud AI market is projected to reach $650 billion by 2030, providing significant growth opportunities for CoreWeave [5] - The company has raised over $21 billion to expand its infrastructure and data center capacity, indicating strong demand for its services [6] - CoreWeave announced a $9 billion acquisition of Core Scientific, expected to add 1 GW of data center capacity and reduce future lease liabilities by over $10 billion [7][8] - The company has a revenue backlog of nearly $26 billion, which is 63% higher year-over-year, suggesting continued revenue growth [9] - CoreWeave is positioned to remain a leading AI stock due to its aggressive investments and market growth [11] Nebius - Nebius's stock rose after Goldman Sachs set a 12-month price target of $68, predicting a 31% increase [12][13] - The company reported a 385% year-over-year revenue increase to $55 million in Q1, with an annual revenue run rate projected to reach $750 million to $1 billion by year-end [13][14] - Nebius is expanding its data center capacity from one location in Finland to five across Europe, the U.S., and the Middle East [14] - Unlike CoreWeave, Nebius offers a full-stack AI infrastructure, including developer tools and services, which may position it as a leader in the cloud AI space [15][16] - The company's balance sheet shows $1.45 billion in cash and $188 million in debt, allowing for continued investment in cloud infrastructure [16] Investment Comparison - Both CoreWeave and Nebius are experiencing healthy growth rates, but CoreWeave is considered a better buy due to its lower price-to-sales ratio and faster growth [18][20] - CoreWeave's significant backlog and resources for expansion further strengthen its investment appeal compared to Nebius [20]

RT TokenFi (@tokenfi)Two of Wall Street's biggest names (Goldman Sachs and BNY Mellon) just brought money markets on-chain.This shift could unlock a new era of 24/7 liquidity, instant settlement, and tokenized yield-bearing assets. 📰👇https://t.co/DKa9np3QuO https://t.co/HUHGGusrcU ...

Okay, we've got some breaking news for you this morning. There was a report that we mentioned earlier that came from Semifford that said Berkshire Hathaway owned railroad BNSF had been working with Goldman Sachs and was looking into a takeover of a rival railroad. We can report that that is not true, at least not true in terms of speaking to anyone important at Berkshire Hathaway who would be making a decision on this.uh just got off the phone with Warren Buffett who said he called Greg Ael and no one from ...

Money Funds Take Major Leap in Tokenization Deal, JPMorgan Says-JPMorgan calls Goldman Sachs and BNY Mellon tokenization initiatives a “significant leap forward” for money funds-they highlight tokenized money funds can be used as collateral, not losing interest when posted-the funds are low-risk mutual funds that invest in short-term, high-quality debt instruments such as Treasury bills, commercial paper, and certificates of deposit to provide liquidity and returns while preserving capital-JPM sees tokeniza ...

Core Viewpoint - Goldman Sachs is actively seeking acquisitions, but potential deals may not align with current market speculation, particularly regarding Northern Trust, which has seen a 20% increase in share price due to rumors [1][10]. Group 1: Goldman Sachs' Acquisition Strategy - Goldman Sachs CEO David Solomon is cautious about overpaying for acquisitions, particularly in the case of Northern Trust, which would require a premium price [2][4]. - The unique culture of Goldman Sachs may hinder its ability to merge with another bank of similar size [2]. - Goldman Sachs is under pressure to grow its market capitalization, which stands at $221 billion compared to JPMorgan's $830 billion, indicating a need for strategic acquisitions to remain competitive [7]. Group 2: Potential Acquisition Targets - State Street Corp., valued at approximately $30 billion, is identified as a potential acquisition target for Goldman Sachs due to its strong position in custodian and investment services [8]. - BNY Mellon, a mid-sized bank, is also considered a target, especially following their joint venture to offer tokenized money market funds, which could lead to a merger [9]. Group 3: Broader Banking Merger Landscape - The Federal Reserve's relaxed regulatory approach is encouraging merger discussions among banks, allowing mid-sized banks to expand after years of restrictions [5][6]. - Citigroup, having improved its balance sheet, is now positioned to pursue acquisitions, potentially including a European bank to enhance its international presence [12][14]. - UBS is reportedly looking to acquire US bank assets following its merger with Credit Suisse, aiming to reduce its exposure in Switzerland [14].

Market Outlook & Economic Indicators - Goldman Sachs anticipates an "interesting period" influenced by upcoming jobs reports and inflation data, leading to a significant Fed meeting in September [2][3] - The firm projects 16% economic growth for the year, despite market uncertainties [5] - The market's focus is shifting from uncertainty in the first half of the year to resiliency in the second half [5] Investment Strategies & Opportunities - Goldman Sachs highlights ETFs focused on income generation, particularly appealing due to market highs [7] - These ETFs, such as GPI and GPIQ, aim to capture broad market returns while providing income through higher dividend yields and option strategies, targeting 85% annualized monthly distributions [8][9] - The firm suggests overweighting international equities, noting a 20% increase in international equities [12][13] - Opportunities exist in both income-generating stocks and fixed income markets, particularly high yield and higher carry strategies outside the US, where rate cuts are occurring [15][16][17][18] Earnings & Market Drivers - Earnings are a key driver of markets, with 70% of companies beating sales estimates and 85% beating EPS estimates [20]

A new report saying Serepta would need to conduct new studies in order to show the FDA that its musculardrophe drug Elevus is safe. And just this morning, EU regulators not recommending approval of that treatment. As a result, that stock is down another 13%.Joining us right now on that and what to expect from the other biotech names reporting next week is Saline Richtor, lead biotech analyst at Goldman Sachs. and Saline, let's go ahead and start with the news of the day since it's out with Surrepta. Um, jus ...

Funding & Investment - A Japanese Legal AI startup secured $50 million in funding [1] - Goldman Sachs led the $50 million funding round [1] Partnerships & Technology - The Legal AI startup has partnered with OpenAI [1] - The company focuses on Legal AI solutions [1]

Core Insights - Goldman Sachs Group (GS) reported a 22% year-over-year profit increase driven by strong growth in its investment banking (IB) business, primarily due to a rebound in deal-making activities [1][2]. Investment Banking Performance - Global mergers and acquisitions (M&As) in Q2 2025 exceeded expectations, with deal-making gaining momentum after initial market declines due to tariff announcements [2]. - IB fees rose 26.6% year-over-year to $2.19 billion, with advisory revenues surging 71% to $1.2 billion. Debt underwriting revenues increased by 1.5%, while equity underwriting revenues grew nearly 1% [3]. - Goldman Sachs maintained its 1 rank in announced and completed M&As and ranked 2 in equity underwriting [3]. Competitive Landscape - JPMorgan's IB fees increased by 7% year-over-year, while Morgan Stanley reported a 5% decline in total IB fees for the same period [4]. - Strong corporate financial performance, buoyant equity markets, and anticipated rate cuts contributed to Goldman's competitive edge [4]. Strategic Focus - Goldman Sachs is exiting non-core consumer banking to concentrate on investment banking, trading, and asset and wealth management (AWM) [6][11]. - The company has divested several consumer finance units, allowing for a reallocation of capital towards higher-margin businesses [8]. Asset and Wealth Management Growth - The AWM division is expanding into fee-based revenue streams, managing $3.3 trillion in assets as of June 30, 2025, and experiencing strong growth in alternative investments [9]. - Significant net inflows into the wealth management platform in H1 2025 indicate increasing market traction and client confidence [10]. Financial Strength and Capital Returns - Goldman Sachs has a robust liquidity profile, with cash and cash equivalents totaling $153 billion and near-term borrowings of $69 billion [12]. - The company increased its quarterly dividend by 33.3% to $4.00 per share and has $40.6 billion remaining in share repurchase authorization [13][15]. Stock Performance and Valuation - GS shares have risen 49% over the past year, outperforming the industry average of 43.9% [16]. - The stock is trading at a forward price/earnings (P/E) ratio of 14.66, which is below the industry average of 14.81 and its peers, JPMorgan and Morgan Stanley [23]. Earnings Estimates - The Zacks Consensus Estimate for Goldman's 2025 and 2026 earnings has been revised upward to $45.63 and $52.32, indicating year-over-year growth of 12.4% and 14.4%, respectively [20].