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Goldman Sachs Identifies Dot-Com Era Market Concentration in S 500 Driven by Mega-Cap Tech

Goldman Sachs Identifies Dot-Com Era Market Concentration in S 500 Driven by Mega-Cap Tech

Goldman Sachs Identifies Dot-Com Era Market Concentration in S 500 Driven by Mega-Cap Tech
TheStreetTheStreet
Goldman Sachs has a blunt message for AI stock investors

Goldman Sachs has a blunt message for AI stock investors

The AI spending boom is getting bigger, but the numbers behind it are starting to raise new questions for investors.
TheStreetTheStreet
Bank of America has a blunt message for S&P 500 investors

Bank of America has a blunt message for S&P 500 investors

A striking earnings split puts political market predictions under scrutiny.
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Foreign Investors Set Record with $942 Billion Net Purchases of U.S. Equities, Shifting Away from Government Debt

Foreign Investors Set Record with $942 Billion Net Purchases of U.S. Equities, Shifting Away from Government Debt

Foreign Investors Set Record with $942 Billion Net Purchases of U.S. Equities, Shifting Away from Government Debt
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Goldman Sachs Advises Investors to Focus on Differentiated Long-Term Revenue Growth Amidst Narrow Valuation Dispersion

Goldman Sachs Advises Investors to Focus on Differentiated Long-Term Revenue Growth Amidst Narrow Valuation Dispersion

Goldman Sachs Advises Investors to Focus on Differentiated Long-Term Revenue Growth Amidst Narrow Valuation Dispersion
TheStreetTheStreet
Down 46%, is Netflix a buy now?

Down 46%, is Netflix a buy now?

The beaten-down streaming giant trades at 22 times earnings near a 52-week low, with 25 of 33 analysts still saying buy.
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S 500 Reaches Record High Amidst Weak Market Breadth, Echoing Dot-Com Bubble Concerns

S 500 Reaches Record High Amidst Weak Market Breadth, Echoing Dot-Com Bubble Concerns

S 500 Reaches Record High Amidst Weak Market Breadth, Echoing Dot-Com Bubble Concerns
ReutersReuters
Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance

Nvidia sets biggest-ever buyback plan as AI chip competition weighs on stock performance

By Anhata Rooprai Sept 28 (Reuters) - Nvidia boosted its share buyback authorization by a record $150 billion, eclipsing Apple's $110 billion approval in 2024, making a big bet on its own stock as intensifying AI-chip competition weighs on its performance relative to peers.
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Credo Technology Group Reports Record Earnings and Significant Stock Growth, Outperforming S 500

Credo Technology Group Reports Record Earnings and Significant Stock Growth, Outperforming S 500

Credo Technology Group Reports Record Earnings and Significant Stock Growth, Outperforming S 500
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Federal Reserve Rate Hikes Impact U.S. Bank Stocks Differently Based on Business Models

Federal Reserve Rate Hikes Impact U.S. Bank Stocks Differently Based on Business Models

Federal Reserve Rate Hikes Impact U.S. Bank Stocks Differently Based on Business Models
ReutersReuters
Wall Street ends higher as investors buy AI stocks; Microsoft rallies

Wall Street ends higher as investors buy AI stocks; Microsoft rallies

By Noel Randewich and Johann M Cherian Sept 25 (Reuters) - Wall Street ended higher on Friday, lifted by Microsoft and other AI-related technology stocks, while high oil prices and a recent surge in US Treasury yields kept investors on edge.
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Goldman Sachs Research Challenges Conventional Wisdom on U.S. Inflation Severity

Goldman Sachs Research Challenges Conventional Wisdom on U.S. Inflation Severity

Goldman Sachs Research Challenges Conventional Wisdom on U.S. Inflation Severity