Goldman Sachs Group (GS)

Anthropic's revenue run rate topped $65 billion after a confidential S-1 filing, and investors can gain indirect exposure via partners like Salesforce, Amazon, Alphabet, SAP, Zoom, and Broadcom.

Goldman Sachs finds AI is putting pressure on labor markets, with entry-level workers facing greater hiring risks.

Goldman Sachs sees a $1.8 trillion space economy by 2035, driven by collapsing launch costs, surging private and public-market funding.

Crusoe IPO looms after last funding round valued the AI data center developer at $10 billion. Reports suggest firm's valuation may triple.

Goldman Sachs Group (NYSE:GS) has outperformed the market over the past 10 years by 6.68% on an annualized basis producing an average annual return of 20.06%. Currently, Goldman Sachs Group has a market capitalization

The chipmaker's partnership with six financial institutions will help diversify its customer base beyond hyperscalers and neoclouds.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. HC Wainwright & Co raised the price target for argenx SE - ADR (NASDAQ: ARGX) from $940 to $1,202. Goldman Sachs boosted PBF Energy Inc (NYSE: PBF) price target from $71 to $81. B of A Securities increased price target for Americold Realty Trust Inc (NYSE: COLD) from $15 to $16.

Optical components are emerging as the next big bottleneck in AI data centers, which explains the phenomenal growth in Lumentum's business.

Gemini stock is now down more than 60% in 2026.

Bitcoin ETFs post their biggest weekly outflow since June as Goldman Sachs says a September Fed rate hike is very unlikely.

Just be sure to look more than a year down the road.

Musk recently highlighted memory as the single biggest determinant of AI success.

Jensen Huang has a unique ability to drive investment in his industry.

SpaceX's acquisition of Cursor could mean big things for Elon Musk's company.

Space Exploration Technologies' outlook for rising revenues could give the stock plenty of room to run even if the market doesn't give it a richer valuation multiple.

"In AI, compute is revenue." The whole credit structure announced Monday stands on that sentence -- and on what a repossessed chip is worth.

Elon Musk's SpaceX will build its AI services exclusively on Nvidia system.

On Aug. 14, 2026, disappointing retail spending and consumer confidence data pulled markets back from record highs, with chipmakers leading declines.

Retail sales just fell for the first time in nine months, and consumer confidence dropped to 51. Here's what a tired shopper means for the stock market.

CoreWeave's bear case rests on GPUs aging out fast. But the company just signed a multi-year contract for Nvidia's 2020-era A100 chips, extending their revenue life through 2029. The debt markets are starting to price in what that means: Older Nvidia silicon may hold value far longer than Wall Street's depreciation models assume.