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Goldman Sachs: DOGE Impact on Defense Sector
DOGE Reshapes Federal Spending and Market Sentiment
Goldman Sachs: DeepSeek Risks and Upside
In mid-2023 we laid out the case for an AI investment cycle reaching 2% of annual GDP, where 1) an initial surge in hardware investment necessary to…
Goldman Sachs: Tesla - 3Q deliveries takeaways (10/02/2024)
Tesla delivered about 463k vehicles and produced about 470k vehicles in 3Q24
Goldman Sachs: AI - To buy, or not to buy (Global Strategy Paper 70)(09/05/2024)
The technology sector has generated 32% of the Global equity return and 40% of the US equity market return since 2010.
JP Morgan: Nvidia - A severe case of COVIDIA - A prognosis for AI driven US equity market (09/03/2024)
A severe case of COVIDIA: prognosis for an AI-driven US equity market
Goldman Sachs: TMT Sector Specialist - Final Push (09/02/2024)
Goldman Sachs FICC and Equities
Goldman Sachs: Nvidia Earnings Preview (08/28/2024)
POSITIONING: Not feeling as crowded around ~$125 today as it did when it last hit this level in June… we think it's at 8.5 out of 10 (it was previously…
Goldman Sachs: Comments on Technology (08/27/2024)
The NDX started trading heavier (down around 115bps), although, it’s worth noting that over half of the NDX is actually trading higher on the day as…
Morgan Stanley: Making Tesla Our New ‘Top Pick’ in US Autos
With 40% upside to our $310 target, more managed expectations on autos and powerful emerging drivers of firm value, we make Tesla our new ‘Top Pick’ in…
Goldman Sachs: ASML 2Q Earnings
ASML’s Q2 2024 EBIT exceeded Visible Alpha’s consensus, driven primarily by strong Immersion sales.
Morgan Stanley: Tesla - 1st Positive Surprise of the Year
Tesla started its Independence Day celebration early with a positive 2Q delivery beat, 33k lower inventory and a large storage beat to remind investors…
Morgan Stanley: Nvidia - expect a strong quarter
We continue to expect a strong beat-and-raise quarter from NVIDIA as Hopper demand remains robust before the Blackwell transition; we answer some of the…
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