Equinix, Inc. (EQIX) Reports 7% Revenue Growth in Q3, Expands AI Infrastructure Partnerships with NVIDIA and Dell
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
Arm Holdings plc (ARM) Reports Record Q3 Revenue, Expands AI Influence with F1 Partnership
We recently compiled a list of the Goldman Sachs’ 35 AI Superstars. In this article, we are going to take a look at where Arm ...
Micron Technology (MU) Reports Strong FY 2024 with $25.11B Revenue, Positioned for Growth in Generative AI with HBM3E and DDR5
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
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Goldman Sachs: DeepSeek is triggering a correction, not a bear market
The report comes as tech stocks, led by the Magnificent Seven—think Apple, Microsoft, Google, and their mega-cap friends—take ...
The drawdown of the big dogs is a correction, not the start of a bear market – GS
The equity market's drop, triggered by DeepSeek’s R1 LLM model news, was a correction and not the start of a sustained bear ...
Why Goldman Sachs says investors should buy the dip in U.S. tech stocks
Monday’s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most ...
DeepSeek is a ‘wake up call’ to buy more stocks, says Goldman Sachs
DeepSeek’s breakthrough is “a wake up call” that adds to market concentration risks, Oppenheimer and team say: a reminder ...
Market Factors: Goldman sees plenty of risk, but no bear market
Global markets are concentrated in three major ways: U.S. stocks have come to dominate global equity indices, technology as a ...
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Tech Selloff Doesn't Change US Exceptionalism, Says Goldman's Oppenheimer
Peter Oppenheimer, chief global equity strategist at Goldman Sachs, says the selloff in tech stocks doesn't really change ...
Markets latest: Nvidia leads Wall Street sell-off in Big Tech stocks
The tech-heavy Nasdaq Composite index slid 3.5 per cent shortly after the opening bell, while the broader S&P 500 fell about 2 per cent. Nvidia, which surged last year on bets that Big Tech companies ...
Arkadios Wealth Advisors Acquires New Position in Teladoc Health, Inc. (NYSE:TDOC)
Arkadios Wealth Advisors acquired a new stake in Teladoc Health, Inc. (NYSE:TDOC – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm acquired 12,619 shares of the health services ...