Core Insights - Rishi Sunak has taken on senior advisory roles at Microsoft and Anthropic, raising concerns about potential unfair advantages due to his access to privileged information [1][2] - Sunak has a history with Microsoft, including a £2.5 billion deal announced in 2023 for investment in data centers and training in the U.K. [1] - Sunak has committed to avoiding advising on U.K. policy matters and will focus on macro-economic and geopolitical trends [2] Company and Industry Summary - The Advisory Committee on Business Appointments (Acoba) expressed concerns regarding Sunak's appointments, particularly in the context of ongoing debates about AI regulation [2] - Sunak also serves as a senior advisor to Goldman Sachs and has connections with other firms like Bain Capital and Makena Capital [3] - The trend of former politicians taking roles in tech companies is noted, with examples including Nick Clegg at Meta and Liam Booth-Smith at Anthropic [3][6]

🔥 JUST IN: $1.3T Morgan Stanley is lifting restrictions on crypto funds for its wealth clients, per CNBC. https://t.co/5IHJOY4kGX ...

Morgan Stanley is selling a significant risk transfer tied to a $6 billion portfolio of loans to private market funds, according to people familiar with the matter https://t.co/tkcNWWfHAq ...

SoftBank Group Corp. is in talks to borrow $5 billion from global banks, refilling its coffers at a time Masayoshi Son is accelerating the Japanese investment firm’s bets on artificial intelligence. Most Read from Bloomberg SoftBank is close to signing a deal with a handful of lenders for a margin loan secured by shares of its chip unit Arm Holdings Plc., people familiar with the matter said. The capital will fund additional investment in OpenAI this year, the people said, who asked not to be identified ...

IPOs in India could raise as much as $20 billion over the next 12 months, helping the country to cement its position as one of the world’s busiest listings markets, according to Citigroup https://t.co/4bnAb5b0Dt ...

Wall Street's top regulator on Thursday eased the way for companies to proceed with initial public offerings during the federal government's shutdown, according to an announcement on its website. ...

Core Insights - Deep-pocketed investors are adopting a bearish approach towards Goldman Sachs Group, indicating potential significant market movements ahead [1] - Recent options activity shows a divided sentiment among heavyweight investors, with 42% bullish and 45% bearish [2] - The predicted price range for Goldman Sachs Group is between $460.0 and $980.0 based on recent volume and open interest analysis [3] Options Activity - A total of 64 extraordinary options activities were recorded for Goldman Sachs Group, with notable trades including 25 puts totaling $2,017,074 and 39 calls amounting to $4,734,462 [2] - Significant options trades detected include various puts and calls, with total trade prices ranging from $197.7K to $2.9M [9] Company Overview - Goldman Sachs Group, founded in 1869, is a leading global investment bank known for its advisory services in mergers and acquisitions [10] - The firm has diversified into stable fee-based businesses, with asset and wealth management comprising approximately 30% of post-provision revenue by the end of 2024 [10] Analyst Insights - Recent analyst evaluations suggest an average target price of $825.8 for Goldman Sachs Group, with individual targets ranging from $785 to $855 [12][13] - Analysts from various firms maintain differing ratings, with some holding an Overweight rating and others downgrading to Market Perform [13] Current Market Position - Goldman Sachs Group is currently trading at $781.85, reflecting a 0.69% increase, with anticipated earnings release in 5 days [15]

Core Viewpoint - There is a growing debate about whether AI stocks are in a bubble, with traditional metrics indicating potential overvaluation, yet some analysts argue that the current market dynamics differ significantly from past speculative bubbles [1][2][3]. Group 1: Historical Context and Current Analysis - Historical playbooks for identifying market bubbles may be outdated, as previous predictions of a market crash have not materialized despite high valuations [2][3]. - The AI revolution is perceived as fundamentally different from past bubbles due to improved profitability and a lack of companies resembling the failures of the dot-com era [3][4]. Group 2: Valuation Metrics - Recent research from equity strategists at Morgan Stanley and Goldman Sachs suggests that AI stocks are not in a bubble when considering earnings growth, cash flow, and profit margins, which present a less alarming valuation picture [5][7]. - The median free cash flow yield for the top 500 companies is approximately three times higher than it was in 1999, indicating stronger financial health [6]. - Adjusted forward price-to-earnings ratios, accounting for profit margins, show current levels significantly lower than those in 1999, reflecting more robust profit margins in the current market [8].

国庆金价单克上涨超40元 网友晒"幸福账单"：囤200多克黄金8天假期"躺赚"一万 深圳水贝市场的金饰 封面新闻记者拍摄 封面新闻记者杨芮雯 图片来源网络 "国庆宅家8天，光靠手里的黄金就净赚近一万块！"10月9日，节后首日，网友"雨雨雨"的分享引发热议。她晒出的账单显示，国庆期间国内金饰单克上涨 近40元，自己近年囤积的245克黄金，短短几天就带来了意外收益，她直言"假期最大的幸福就是每天看金价"。 2025年国庆假期，黄金以"破纪录"的姿态成为绝对焦点，这场金价"狂飙"在全国黄金交易核心区——深圳水贝留下了生动注脚。10月7日，纽约期金历史 首次触及4000美元/盎司整数大关，日内涨幅0.55%，年内大涨逾50%；10月8日，现货黄金站上4040美元/盎司，续刷历史新高。有水贝商家发视频称，8日 水贝市场中心的实时金价显示大屏突然白屏，商家解释称因访问小程序的用户过多，系统暂时"罢工"，对此戏称"金价都涨冒烟了"。而柜台前挤满购金 者，销售人员直言生意比之前还红火，"毕竟黄金买涨不买跌，这两天很热闹，买的人很多。" 国庆躺着赚钱 黄金投资者晒节后"幸福账单" 网友晒出金价猛涨的"幸福账单" 当金价开启暴涨 ...

A downtrend has been apparent in Jefferies (JEF) lately with too much selling pressure. The stock has declined 17% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.We use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spotting whether a stock is oversold. This ...