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GOLDMAN SACHS REPORT ON AI
AI to strengthen enterprise software firms, not replace them: Goldman SachsEnterprise software firms will likely grow stronger in the AI era. AI adoption increases the value of enterprise data systems and contextua...
Buy, Sell or Hold: Morgan Stanley maintains an Equal-Weight on Eicher Motors; Citi recommends sell on Colgate-PalmoliveBrokerages remained divided on Asian Paints, Colgate-Palmolive India and Eicher Motors after their Q1FY27 earnings. Goldman Sachs and Citi ...
Up to 12 pc of non-agri jobs at risk of substitution due to Gen AI: ReportIn a special report, Wall Street brokerage Goldman Sachs said the labour market impacts of gen-AI are expected to be "uneven" and it looks ...
Rupee firms, volatility expectations tick up heading into Fed decisionOn Wednesday, the Indian rupee hit a three-week peak as local stocks surged, with traders adjusting their positions ahead of the Federal Re...
GenAI may replace up to 12% of India's non-farm jobs, says Goldman SachsGenerative AI could substitute twelve percent of Indian non-agricultural jobs. Forty-eight percent of jobs will likely be complemented by t...
Gen-AI to boost India's labour productivity by 0.4 percentage points annually over next decade: Goldman SachsOver the next decade, generative AI is poised to significantly enhance India's labour productivity, particularly in knowledge-driven sector...
Hedge funds on track for another stellar year on AI boomGlobal hedge funds are on track for an exceptional year, surpassing previous performance benchmarks. In the first half of the year, the ave...
AI blows up IT playbook: Lines between AI labs and IT services firms start to blurThe enterprise services business they have dominated for decades is beginning to see a new breed of rival. OpenAI and Anthropic are no long...
SpaceX at $100 would imply zero AI value, Morgan Stanley saysSpaceX shares have fallen significantly, nearing a valuation that ignores its artificial intelligence business. Morgan Stanley analysts bel...
Hedge fund bets on rising US healthcare stocks near 5-year high, Goldman saysHedge funds are actively enhancing their stakes in healthcare stocks, reflecting a significant trend in market behavior. With a notable sur...
Q1 Results today: Coal India, Tata Power, BEL, Coforge, among 68 companies to announce earningsThe Q1 FY27 earnings season gathers pace on Monday, with 68 companies set to announce their April-June quarter results. Key names on the ra...
Q1 Results today: SBI Life, Tata Consumer, Hindustan Zinc among 86 companies to announce earningsA total of 86 companies are slated to announce their Q1 FY27 earnings today, with key names including Tata Consumer Products, SBI Life Insu...
Buy, Sell or Hold? Goldman Sachs maintains a buy on Eternal; Citi recommends sell rating on Dr Reddy’s Laboratories post Q1 resultsGoldman Sachs and Citi have issued fresh post-Q1 calls on three stocks. Goldman stays bullish on Eternal (Buy, target Rs 345, 21% upside) d...
India's auto parts industry to clock 10% annual growth on semiconductor, defence, EV push: Goldman SachsIndia's auto parts sector will grow ten percent annually through fiscal year thirty. Diversification into semiconductors and defence will f...
US Stock Market: Goldman Sachs launches new private markets platform to expand offerings for wealthy clientsGoldman Sachs has launched a new platform to expand private market offerings. Investor demand for access to privately held companies contin...
Global Market Today: Asian stocks advance on tech rally, yen weakensAsian stocks climbed for a second day, led by chipmakers. The Kospi Index saw a significant jump, reflecting AI investment optimism. Crude ...
Goldman Sachs initiates coverage on Sansera Engineering, 3 other auto ancillary stocks with upside of up to 28%. Here’s whyGoldman Sachs has initiated coverage on four Indian auto ancillary companies, turning bullish on Sansera Engineering and Craftsman Automati...
Wall Street banks are having their best trading year since 2009. Does that mean a crash is coming?Wall Street banks are on track for record trading revenue, driven by AI investing, dealmaking and active markets rather than crisis conditi...
Wall Street banks see AI 'super cycle' set to boost deals, financingInvestment banks have reaped strong fees from AI-related deals, including SK Hynix's $26.5 billion ADR offering and SpaceX's record $86 bil...
Data center firm Switch taps banks for IPO that could value it up to $80 billionData center operator Switch is preparing for a significant initial public offering. This offering could potentially raise up to ten billion...