$GS News and Market Events
Every $GS story Market Flux has tracked.
- Top Mover
Meta Muse AI Agent Sends Airbnb Stock Down 8% as Travel Booking Model Faces Disruption
Shares of Airbnb fell roughly 8% on Wednesday, September 23, as investors repriced the entire online travel aggregator sector against the threat posed by Muse, Meta Platforms' personal AI…
- Unusual Volume
Viking Therapeutics Surges Up to 36% After VK2735 Maintains 90-97% of Weight Loss at Reduced Dosing Frequencies
Viking Therapeutics reported positive topline results from a maintenance study of VK2735, its dual GLP-1/GIP receptor agonist, showing that patients who had lost roughly 16% to 19% of body…
- Market Flux Event
Nvidia-Backed Nscale Files for US IPO on NYSE Under Ticker NSCL as Revenue Backlog Tops $100 Billion
Nscale, the London-based AI data center company backed by Nvidia, filed publicly for a US initial public offering on September 18, 2026, targeting a listing on the New York Stock Exchange…
- Market Flux Event
CoreWeave Upsizes Convertible Notes Offering to $3.7 Billion Due 2033
CoreWeave priced an upsized private offering of convertible senior notes on September 18, 2026, raising $3.7 billion after lifting the deal from its originally announced size of $3.0…
- Top Mover
Super Micro Computer Surges Up to 9% as Goldman Sachs Projects AI Server Market Reaching $1.3 Trillion by 2030
Super Micro Computer shares climbed as much as 9% on Thursday, September 17, making it one of the strongest performers in a targeted hardware rotation that lifted AI server and data-center…
- Unusual Volume
Fluence Energy Stock Hits 52-Week Low After Second Guidance Cut in Six Weeks on Houston Production Problems
Fluence Energy cut its fiscal year 2026 revenue outlook for the second time in just six weeks, citing persistent supply chain and execution problems at its Houston manufacturing facility…
- Top Mover
Goldman CEO Solomon Flags Softer FICC Trading and Higher Costs in Q3, Sending GS Shares Down 3.9%
Goldman Sachs CEO David Solomon warned at a Barclays conference on September 16 that the firm's fixed income, currencies, and commodities business was running slightly softer in the third…
- Top Mover
Axon Enterprise Prices $1 Billion Zero-Coupon Convertible Notes Due 2031 as Stock Swings Sharply
Axon Enterprise priced a $1.0 billion offering of 0% convertible senior notes due 2031 on September 15-16, 2026, with settlement expected around September 18. The offering was underwritten…
- Market Flux Event
Bond Market Now Pricing 3.7 Fed Rate Hikes Over Next 12 Months as Wall Street Turns Bullish
The bond market has sharply repriced its expectations for Federal Reserve tightening, with futures now implying 3.7 rate hikes over the next 12 months, up from just 1.5 hikes priced roughly…
- Top Mover
Bank of America Drops Nearly 6% After CEO Moynihan Warns of 10%-Plus Decline in Q3 Investment Banking Fees
Bank of America shares fell as much as 5.7% on Monday, their worst single-day drop since April 2025, after CEO Brian Moynihan told the Barclays Global Financial Services Conference that…
- Top Mover
Corning Plunges 14% After Announcing $2 Billion At-the-Market Equity Offering With Goldman Sachs
Corning shares fell as much as 14% on Monday, their steepest single-day drop since July 28, after the fiber optic and specialty glass maker disclosed a $2 billion at-the-market equity…
- Top Mover
Goldman Sachs Shifts to Fed Hike Call, Sees Rates Rising to 3.75-4.00% This Week
Goldman Sachs joined JPMorgan in flipping to a base case of a 25 basis-point Federal Reserve rate hike at the September meeting, citing hotter-than-expected August inflation and a renewed…
- Top Mover
Caterpillar Shares Slide 4% to Lead Dow Lower as AI Data Center Trade Raises Concern
Caterpillar fell roughly 4% to $783.15 on Monday, September 14, shaving approximately 200 points off the Dow Jones Industrial Average, which was down nearly 150 to 284 points at various…
- Top Mover
HPE Jumps Nearly 12% as Oracle Locks In $90-95 Billion Capex Commitment to AI Infrastructure
Hewlett Packard Enterprise shares surged as much as 12% to around $61.49 on Friday, September 11, making it one of the stock's biggest single-session moves of the year. The catalyst came…
- Market Flux Event
US Diesel Hits Record $6 a Gallon as Energy Shock Spreads From Products to Crude
US diesel prices shattered the $6-a-gallon mark on Friday, driven by an Iran-related supply shock that is straining an already depleted refining system and threatening to lift grocery bills…
- Top Mover
Lam Research CEO and Director Sell Nearly $13M in Stock as Goldman Sachs Conference Highlights Strong Demand
Lam Research CEO Timothy Archer sold approximately $9.58 million in company shares and director Bethany Mayer sold $3 million in shares, according to regulatory filings disclosed on…
- Market Flux Event
OpenAI Launches ChatGPT for Financial Services as Tech Giants Tout AI Growth at Investor Conferences
OpenAI debuted ChatGPT for Financial Services on Thursday, a new enterprise product built to automate the research, financial modeling, and pitchbook creation that junior investment bankers…
- Market Flux Event
Brent Crude Breaches $100 a Barrel as US Strikes Iranian Tankers and Iran Retaliates Against US Bases
Brent crude crossed $100 a barrel on Wednesday for the first time since July, rising as much as 2.57% to $100.44, as the US-Iran conflict entered a sharp new phase of escalation. The US…
- Top Story
Brent Crude Nears $100 as US-Iran Strikes Escalate and Hit Oil Tankers Near Kharg Island
Oil prices surged overnight Tuesday into Wednesday as escalating military exchanges between the United States and Iran drove Brent crude to $99.37 a barrel, approaching the $100 threshold…
- Market Flux Event
Brent Crude Nears $100 as US-Iran Strikes Escalate and Hit Oil Tankers Near Kharg Island
Oil prices surged overnight Tuesday into Wednesday as escalating military exchanges between the United States and Iran drove Brent crude to $99.37 a barrel, approaching the $100 threshold…
- Top Mover
Goldman Sachs Flags AI Compute Oversupply Risk as Its Own Desks Signal Internal Tension
Goldman Sachs found itself at the center of a notable internal contradiction on September 3, as its research arm and its trading desks delivered conflicting signals on artificial…
- Top Mover
Interactive Brokers Stock Tumbles After UBS Neutral Rating and Goldman Sachs Removes It From Top Picks List
Shares of Interactive Brokers Group fell sharply on September 1, 2026, hit by a pair of analyst actions and a negative read on the company's August operating metrics. UBS initiated coverage…
- Market Flux Event
Goldman Sachs, BofA and 19 Other Financial Giants Form Consortium to Launch Dollar Stablecoin in First Half of 2027
A consortium of 21 major financial institutions, including Goldman Sachs, Bank of America, Citigroup, Deutsche Bank, UBS, Santander, MUFG and Fidelity Investments, announced Tuesday plans…
- Market Flux Event
21 Major Banks Including Goldman Sachs, BofA and Citi Form Consortium to Launch Joint Dollar Stablecoin in 2027
A consortium of 21 global financial institutions, including Bank of America, Citigroup, Goldman Sachs, Deutsche Bank and UBS, has announced plans to launch a joint dollar-denominated…
- Market Flux Event
Dollar Steadies in Narrow Range as Sterling and Yen Face Pressure from Hawkish Antipodean Central Banks
The US Dollar Index was confined to a tight 99.20-99.65 range on Monday, August 31, as currency markets assessed whether Friday's dollar rally had staying power. The greenback had surged…
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- Top Mover
Ulta Beauty Beats Q2 Estimates and Raises FY2026 Outlook but Stock Slips on Margin Concerns
Ulta Beauty reported a Q2 2026 earnings beat and raised its full-year sales growth guidance to a range of 6.7% to 7.2%, while also announcing $1.8 billion in share buybacks and lifting its…
- Top Mover
ServiceNow Surges 5% as Nvidia Blowout and Salesforce AI Beat Lift Enterprise Software Sector
ServiceNow shares climbed roughly 5% on August 27, carried by a broad enterprise software rally fueled by two major catalysts. Nvidia reported fiscal second-quarter FY27 revenue of $96.2…
- Market Flux Event
Nvidia Surges 7-8% After Fiscal Q2 Revenue of $96.2 Billion Crushes Estimates and Q3 Guidance Tops $108 Billion
Nvidia shares jumped between 7% and 8% in premarket trading on Thursday after the chipmaker reported fiscal second-quarter revenue of $96.2 billion, well above analyst estimates of roughly…
- Market Flux Event
Nvidia Posts Record Q2 Revenue of $96.2 Billion, Up 106% YoY, Sending Shares Up 7% and Lifting Broader Tech
Nvidia reported fiscal second-quarter FY27 revenue of $96.2 billion, a 106% year-over-year increase, blowing past analyst expectations and triggering a broad rally in technology markets…
- Unusual Volume
BlackRock Cuts Bitcoin ETF Swap Minimum 96% to $1 Million as IBIT Hits $5 Billion in Tax-Deferred Conversions
BlackRock lowered the minimum threshold for in-kind Bitcoin-to-IBIT conversions from $25 million to $1 million, effective July, a 96% reduction that opens the tax-deferred swap mechanism to…
- Top Mover
Goldman Sachs Reiterates Buy on Robinhood with $124 Target as HOOD Surges 8%
Robinhood Markets shares climbed roughly 8% on August 25, resuming a rally that began late the prior week, after Goldman Sachs analyst James Yaro reiterated a buy rating on the stock and…
- Top Mover
Goldman Sachs Drives Dow Higher While Flagging Historic Hedge Fund Underperformance and Expanding in India
Goldman Sachs shares added roughly 240 points to the Dow Jones Industrial Average on Friday, helping push the index up about 500 points, as a broad set of research calls and business moves…
- Market Flux Event
US Stocks End Three-Day Losing Streak as Tech and Financial Shares Diverge Sharply
Major US indexes snapped a three-day slide on Wednesday, August 19, with the Dow Jones Industrial Average rising 0.22% to 53,463, the S&P 500 gaining 0.21% to 7,708, and the Nasdaq…
- Top Mover
Progressive Corp Stock Jumps 4% After July Results Beat Expectations Despite 12% Profit Drop
Progressive Corp reported July 2026 net income of $961 million, or $1.65 per share, a 12% decline from $1.09 billion, or $1.85 per share, in July 2025. Net premiums written grew 5% year…
- Market Flux Event
Goldman Sachs Agrees to Buy Real-Estate Firm LCN Capital Partners for Up to $410 Million
Goldman Sachs has agreed to acquire LCN Capital Partners, a private commercial real-estate investment firm, for as much as $410 million. LCN specializes in sale-leaseback agreements and…
- Market Flux Event
AI Infrastructure Investment Debate Intensifies as Tepper Rotates, Eisman Warns and CFTC Eyes Compute Derivatives
A wave of developments on August 17, 2026 sharpened the debate over where to place bets in the AI infrastructure cycle. Billionaire David Tepper's Appaloosa Management, whose portfolio…
- Market Flux Event
Jane Street Lost $15 Billion in July on Situational Awareness Exposure as AI Stocks Slumped
Jane Street, the high-frequency trading giant, suffered a roughly $15 billion loss in July after the AI market selloff hammered its exposure to Situational Awareness, Leopold…
- Market Flux Event
Goldman Sachs to Acquire Options-Based ETF Provider NEOS for Up to $2.3 Billion
Goldman Sachs has agreed to acquire NEOS Investments, an actively managed ETF issuer specializing in options-based income strategies, in a cash-and-equity deal valued at up to $2.25…
- Market Flux Event
Nvidia Enlists Apollo, Blackstone and BlackRock in $500 Billion AI Infrastructure Financing Consortium
Nvidia has signed memorandums of understanding with Apollo Global Management, Blackstone, BlackRock, Brookfield Asset Management, Goldman Sachs and KKR to mobilize more than $500 billion in…
- Market Flux Event
Wall Street Futures Edge Higher as Markets Brace for July CPI Data That Could Tip Fed Toward Rate Hike
U.S. stock futures climbed modestly ahead of the July Consumer Price Index report due Wednesday, August 12 at 8:30 a.m. ET, with S&P 500, Nasdaq, and Dow futures all ticking upward. The…
- Market Flux Event
Yen Gives Back Intervention Gains as US-Japan Rift Over BOJ Policy Clouds Outlook
The Japanese yen has erased roughly half of its gains from a joint US-Japan currency intervention conducted approximately two weeks ago, with USD/JPY rebounding from a post-intervention low…
- Top Mover
Apollo Posts Strong Q2 Earnings, Seals $2.6 Billion Yankees Deal and Joins NVIDIA's $500 Billion AI Infrastructure Push
Apollo Global Management reported second-quarter 2026 fee related earnings of 785 million dollars, or 1.26 dollars per share, with adjusted net income of 1.314 billion dollars, or 2.11…
- Top Story
Nvidia Lines Up $500 Billion in AI Infrastructure Financing With Six Wall Street Giants
Nvidia announced a sweeping set of partnerships with six major financial institutions, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, to mobilize up to $500 billion in…
- Market Flux Event
Nvidia Lines Up $500 Billion in AI Infrastructure Financing With Six Wall Street Giants
Nvidia announced a sweeping set of partnerships with six major financial institutions, Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR, to mobilize up to $500 billion in…
- Market Flux Event
Nvidia Partners With Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to Mobilize $500 Billion for AI Infrastructure
Nvidia is teaming up with six major Wall Street firms, Apollo Global Management, BlackRock's Global Infrastructure Partners unit, Blackstone, Brookfield Asset Management, Goldman Sachs and…
- Market Flux Event
Dollar Steadies Ahead of Jobs Data as Yen Intervention Effects Fade
The dollar stabilized near 100.00 as markets awaited U.S. nonfarm payrolls data, with forecasts suggesting stronger-than-expected jobs numbers could lift the currency further. The yen…