Goldman Sachs

A consortium of 21 major financial institutions, including Goldman Sachs, Citigroup, Bank of America, Deutsche Bank, UBS, and Fidelity, plans to form a new company by end of 2026 to issue a U.S. dollar stablecoin, targeting a launch in the first half of 2027. The initiative, which began with 10 banks in October 2025, aims to compete with existing stablecoin issuers like Tether by enabling money movement on public blockchains, including weekends and holidays. A euro-denominated token is also planned.

10 reports · 4 sources · Updated Sep 2, 08:01 PM UTC

SB Energy, a SoftBank-majority-owned AI infrastructure firm, filed for an IPO on Nasdaq under ticker SBE, seeking to raise $5-7 billion. The filing revealed OpenAI received stock warrants valued at $5.5 billion and invested $500 million, while Nvidia committed $3 billion. SB Energy holds a $439 billion contracted backlog and 8.8 gigawatts of data-center capacity, but has no operational data centers and reported a $3.2 billion net loss in H1 2026.

9 reports · 5 sources · Updated Sep 2, 02:59 PM UTC

Marvell Technology reported record Q2 2027 revenue of $2.7 billion, up 37% year-over-year, driven by AI chip demand and data center growth. However, shares dropped 8% in after-hours trading after the company’s forward guidance disappointed investors. Concerns centered on delayed revenue recognition from a major Google AI chip deal and high market expectations. The stock decline overshadowed strong quarterly results and partnerships with Microsoft, AWS, and Google.

12 reports · 4 sources · Updated Sep 2, 02:00 PM UTC

The U.S. SEC has subpoenaed Goldman Sachs, JPMorgan, Citigroup, and Bank of America over the near-collapse of AI-focused hedge fund Situational Awareness. Founded by former OpenAI researcher Leopold Aschenbrenner, the fund lost about $35 billion in late July 2026 after margin calls forced it to unwind heavily leveraged positions (up to 400%) in AI stocks. Citadel purchased the portfolio at a discount. The investigation examines trade timing and lender communications; no wrongdoing has been alleged.

5 reports · 3 sources · Updated Aug 25, 12:11 PM UTC

Moderna and Merck announced positive Phase 3 results for their personalized mRNA cancer vaccine (mRNA-4157/V940) combined with Keytruda in over 1,100 high-risk melanoma patients. The combination significantly extended recurrence-free and distant metastasis-free survival versus Keytruda alone, marking the first successful Phase 3 trial for a personalized mRNA cancer therapy. Moderna’s stock surged over 100%, and the companies plan to seek regulatory approval and expand trials to other cancers.

45 reports · 11 sources · Updated Aug 27, 01:26 PM UTC

Anthropic, the AI company behind Claude, is taking early steps toward an IPO, with CFO Krishna Rao leading preliminary investor meetings focused on its technology and market position, but not specific financials. The company confidentially filed with the SEC in June 2026 and recently closed a funding round at a $965 billion valuation. Some investors project a $2 trillion+ IPO valuation, citing annualized revenue potentially reaching $100–$120 billion. Risks include higher pricing than OpenAI, U.S. export controls, and DoD litigation.

26 reports · 7 sources · Updated Aug 26, 09:19 PM UTC

Standard Life, a FTSE 100 insurer, has formed a consortium with CVC, Goldman Sachs, Prudential Financial, and MS&AD to commit up to £2 billion over five years to the UK pension risk transfer (PRT) market. Standard Life contributes £500 million and retains 51% voting control. The partnership aims to take on large UK corporate pension schemes using high-yielding global investments. The deal, pending regulatory approval, is part of a broader trend of insurer-private capital tie-ups in Britain’s £1.3 trillion pension buyout sector, despite Bank of England concerns over funded reinsurance.

5 reports · 2 sources · Updated Aug 20, 02:09 PM UTC

Goldman Sachs agreed to acquire real estate investment manager LCN Capital Partners for up to $410 million, including $260 million upfront and up to $150 million in deferred performance-based payments, mostly in equity. LCN manages about $3 billion in assets across North America and Europe, specializing in sale-leaseback and net-lease investments. The deal, expected to close by end of 2026, will integrate LCN’s team into Goldman Sachs Asset Management, following Goldman’s recent acquisition of NEOS Investments.

9 reports · 2 sources · Updated Aug 19, 11:47 AM UTC

Nvidia CEO Jensen Huang announced partnerships with six major financial firms—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—to establish independent financing platforms that could mobilize over $500 billion in third-party capital for AI infrastructure. The initiative aims to fund Nvidia-based AI data centers, framing AI compute as a new asset class. While final agreements are pending, the move could accelerate AI buildout but raises concerns about sustainability and potential bubbles.

34 reports · 5 sources · Updated Aug 19, 01:25 PM UTC

Goldman Sachs agreed to acquire Neos Investments, a Westport, Connecticut-based ETF provider, for up to $2.25 billion in cash and equity. Neos manages $30 billion in assets across 19 options-based income ETFs. The deal, expected to close in Q1 2027, boosts Goldman’s active ETF assets to $130 billion, making it a top-eight active ETF manager. This follows Goldman’s earlier purchase of Innovator Capital, reflecting growing demand for options-based income strategies.

17 reports · 3 sources · Updated Aug 17, 08:36 PM UTC

Nvidia has partnered with major Wall Street firms including Apollo Global, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR to raise $500 billion for AI infrastructure, covering chips, data centers, and power generation. The initiative, potentially announced as early as Monday, aims to provide financing for Nvidia’s customers and accelerate AI development. The deal highlights growing private capital involvement in AI and signals strong investor confidence, though Nvidia shares dipped amid concerns over investment returns.

28 reports · 7 sources · Updated Aug 21, 10:37 PM UTC

Intel announced a $15 billion share sale on August 10, 2026, later upsized to $20 billion, to fund expansion of its chip contract manufacturing business and capitalize on AI-driven demand. The offering, priced at $95 per share, was managed by major banks. Despite a stock surge this year, shares fell over 3% on dilution concerns. The move underscores Intel’s strategy to challenge TSMC and boost capital expenditure to $20 billion.

17 reports · 5 sources · Updated Aug 13, 04:33 PM UTC

Intel announced a $15 billion stock offering on August 10, 2026, to fund AI chip growth, capital expenditures, and working capital. The offering was later upsized to $20 billion after institutional orders exceeded $100 billion, with major backers including the U.S. government, Nvidia, and SoftBank. Intel's stock initially fell 5% on dilution concerns but remains up 175% year-to-date. The company secured Tesla as a foundry customer and raised its 2026 capital spending target to $20 billion.

17 reports · 2 sources · Updated Aug 18, 07:33 PM UTC

US Treasury Secretary Scott Bessent has joined Japanese authorities in a rare coordinated effort to strengthen the yen, reportedly proposing a $5-10 billion US purchase of Japanese yen. This marks the first joint US-Japan currency intervention since 2011, aimed at reversing months of yen depreciation that has given Japan a trade advantage. The move signals a major shift in US foreign exchange policy and has already impacted currency and bond markets.

57 reports · 10 sources · Updated Aug 14, 12:00 PM UTC

Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, suffered steep losses on leveraged bets in AI infrastructure stocks (e.g., SK Hynix) and short positions in software. To meet margin calls, it sold most of its ~$16 billion public equity portfolio to Citadel. The fund retains private investments, including a ~$5 billion stake in Anthropic, and plans to transition into a private holding company. The collapse tests Aschenbrenner’s AI infrastructure thesis and sparks debate on AI investing risks.

34 reports · 6 sources · Updated Aug 10, 10:50 AM UTC

Fast-fashion retailer Shein posted a $99 million net loss in Q1 2026, reversing a $395 million profit from a year earlier, driven by U.S. tariff changes eliminating the de minimis duty exemption and EU import fees. U.S. revenue fell 14.3%. Shein received Chinese regulatory approval for a Hong Kong IPO, targeting a $30-50 billion valuation—down from $98 billion in 2022. The company is offering $1.1 billion in payouts to earlier investors. Goldman Sachs, Morgan Stanley, and JPMorgan are sponsors.

8 reports · 2 sources · Updated Aug 4, 12:57 PM UTC

FIFA President Gianni Infantino proposes creating FIFA Forward Enterprise (FFE), a $20 billion subsidiary to manage World Cup and Club World Cup commercial rights, selling minority stakes to private investors like Joshua Kushner's Thrive Eternal, with JPMorgan advising. The plan, reportedly worth over $4 billion, could expand the World Cup beyond 48 teams and increase tournament frequency. UEFA issued a fiery statement condemning the move, arguing football governance is not a commodity and warning of lost transparency and integrity. The rift highlights a major clash over football's future commercialization.

220 reports · 25 sources · Updated Aug 11, 09:57 AM UTC

Azelis Group NV held its Q2 2026 sales and trading call on July 30, 2026. Group CEO Anna Bertona reported that the company achieved positive group organic revenue growth for the first time in over a year. The call included presentations from the CEO and CFO Boris Cambon-Lalanne, followed by a Q&A session with analysts from Goldman Sachs, ING, Kempen, Banque Degroof Petercam, Barclays, and Kepler Cheuvreux. The presentation contained forward-looking statements and was made available for replay on the company's website.

1 reports · 1 sources · Updated Jul 30, 09:43 AM UTC

This is the transcript of Coursera's second quarter 2026 earnings conference call, held on July 29, 2026. The call was led by CEO Greg Hart, CFO Mike Foley, and Chairman Andrew Ng. The company discussed its financial performance for the quarter, with prepared remarks followed by a Q&A session with analysts from firms including William Blair, JPMorgan, Goldman Sachs, Needham, RBC Capital, BofA Securities, and KeyBanc. The call covered both GAAP and non-GAAP financial measures, with detailed results available in the quarterly shareholder letter. The transcript includes standard forward-looking statements and reconciliations of non-GAAP measures. This event is a routine quarterly financial disclosure for publicly traded company Coursera.

1 reports · 1 sources · Updated Jul 30, 06:43 AM UTC

Sprouts Farmers Market held its Q2 2026 earnings conference call on July 29, 2026. CEO Jack Sinclair, CFO Curtis Valentine, and President Nick Konat discussed the company's financial performance for the second quarter. The call included prepared remarks and a question-and-answer session with analysts from major financial institutions such as Wells Fargo, Goldman Sachs, JPMorgan, and others. The earnings release and supporting materials were made available on the company's investor relations website. Management made forward-looking statements regarding expectations for 2026 and beyond, noting risks and uncertainties that could cause actual results to differ. The transcript provides a detailed record of the company's financial update and strategic outlook.

1 reports · 1 sources · Updated Jul 30, 01:43 AM UTC

Piraeus Financial Holdings held its Q2 2026 earnings call on July 29, 2026, led by CEO Christos Megalou and CFO Theodore Gnardellis. The call highlighted sustainable profit growth, strong returns, expanding customer activity, and diversification into a more comprehensive financial services group. The bank is investing in technology and AI-driven productivity while maintaining capital strength, balance sheet resilience, and a low-risk profile. Analysts from Eurobank Equities, Bernstein, Goldman Sachs, Morgan Stanley, JPMorgan, and others participated. The presentation emphasized that the strategy is transforming earnings quality and enhancing long-term value creation.

1 reports · 1 sources · Updated Jul 29, 08:43 PM UTC

This is the transcript of V.F. Corporation's first quarter fiscal 2027 earnings conference call, held on July 29, 2026. The call was led by Allegra Perry, Vice President of Investor Relations, along with CEO Bracken Darrell, CFO Paul Vogel, and COO Abhishek Dalmia. The discussion covers the company's financial results for the quarter, with a focus on adjusted constant dollar continuing operations excluding the Dickies brand. Forward-looking statements are noted, and reconciliations to GAAP measures are referenced. The call includes participation from analysts at Goldman Sachs, Barclays, Evercore, BNP Paribas, Citigroup, Guggenheim, Baird, and UBS. The transcript provides a detailed view of VF Corporation's operational performance and underlying business trends for the period.

1 reports · 1 sources · Updated Jul 29, 07:23 PM UTC

This is a transcript of uniQure N.V.'s second quarter 2026 earnings call held on July 29, 2026. The call was led by CEO Matthew Kapusta, CFO Christian Klemt, Chief Medical Officer Walid Abi-Saab, and Chief Customer & Strategy Officer Kylie O'Keefe. The company released its Q2 2026 financial results and filed its 10-Q with the SEC. The call includes prepared remarks from executives followed by a question-and-answer session with analysts from Guggenheim, Leerink Partners, Goldman Sachs, Mizuho, TD Cowen, Cantor Fitzgerald, Kempen, H.C. Wainwright, and Wolfe Research. The transcript covers the company's financial performance, strategic updates, and pipeline developments in gene therapy.

1 reports · 1 sources · Updated Jul 29, 06:53 PM UTC

This is the transcript of Old Dominion Freight Line's (ODFL) second quarter 2026 earnings conference call, hosted by Director of Investor Relations Jack Atkins. The call includes prepared remarks and a Q&A session with analysts from major financial institutions. Key participants include CEO Kevin Freeman and CFO Adam Satterfield. The transcript covers forward-looking statements regarding the company's expected financial and operating performance, as per the Private Securities Litigation Reform Act of 1995. The call was recorded and is available for replay until August 5, 2026. The document provides a detailed record of the company's financial discussion and analyst inquiries for the quarter.

1 reports · 1 sources · Updated Jul 29, 06:43 PM UTC

This is the transcript of Johnson Controls International plc's fiscal third quarter 2026 earnings conference call, held on July 29, 2026. The call was led by CEO Joakim Weidemanis and CFO Marc Vandiepenbeeck, with participation from analysts at major financial institutions. The discussion includes forward-looking statements about the company's future performance and financial results, with references to risks detailed in SEC filings. The call covers non-GAAP financial measures, with reconciliations provided in the earnings release and presentation appendix. The transcript includes the opening remarks, operator instructions, and the beginning of the CEO's presentation, but the full content of the financial results and Q&A session is not included in the provided text.

1 reports · 1 sources · Updated Jul 29, 06:33 PM UTC

This is the transcript of Cenovus Energy Inc.'s second quarter 2026 earnings conference call held on July 29, 2026. The call was led by CEO Jonathan McKenzie and CFO Kam Sandhar, along with other executives. The presentation covers the company's financial and operational results for Q2 2026. The call includes forward-looking statements and non-GAAP measures. Participants from major investment banks such as RBC Capital Markets, CIBC, TD Cowen, Goldman Sachs, ATB Cormark, and UBS asked questions. The transcript includes company advisories regarding risk factors and assumptions. The call was moderated by an operator and opened with remarks from Vice President Patrick Read. The full discussion of results and Q&A session is included in the transcript.

1 reports · 1 sources · Updated Jul 29, 06:23 PM UTC

This is a transcript of Deutsche Bank's Q2 2026 earnings conference call, hosted by Deputy Head of Investor Relations Silke-Nicole Szypa. CEO Christian Sewing and CFO Raja Akram presented the bank's financial results for the second quarter and first half of 2026. The call included forward-looking statements and was followed by a Q&A session with analysts from major financial institutions such as Goldman Sachs, RBC Capital Markets, BofA Securities, JPMorgan, Morgan Stanley, and others. The presentation materials were made available on Deutsche Bank's investor relations website. The transcript covers the opening remarks and standard disclaimers before the main presentations.

1 reports · 1 sources · Updated Jul 29, 05:13 PM UTC

SiteOne Landscape Supply held its Q2 2026 earnings call on July 29, 2026. Key executives including CEO Doug Black and CFO Eric Elema presented the company's financial results and outlook. The call included forward-looking statements and discussions on business performance. Analysts from major firms such as William Blair, Baird, RBC Capital Markets, Goldman Sachs, Stifel, Barclays, Loop Capital, UBS, and BofA Securities participated in the Q&A session. The transcript covers the company's strategic developments and financial position for the quarter.

1 reports · 1 sources · Updated Jul 29, 04:33 PM UTC

Flex Ltd. held its first quarter fiscal 2027 earnings conference call on July 29, 2026. The call was led by CEO Revathi Advaithi, CFO Kevin Krumm, and Chief Commercial Officer Michael Hartung, with participation from analysts at BofA Securities, Goldman Sachs, Barclays, JPMorgan, Stifel, Baird, Fox Advisors, and KeyBanc. The transcript includes forward-looking statements and notes that results reflect the full fiscal year without giving effect to the planned spin-off of the Cloud and Power Infrastructure segment. The call covers financial performance, strategic updates, and analyst questions, though specific financial figures are not detailed in the provided excerpt.

1 reports · 1 sources · Updated Jul 29, 04:13 PM UTC

FC Barcelona’s board of directors will meet to schedule an extraordinary general assembly where members will vote on a credit extension of 300–500 million euros to cover cost overruns for the Spotify Camp Nou renovation and Espai Barça project. The assembly, expected between late August and early September, will also consider a brand licensing deal with a UAE developer for luxury residences and a Spotify sponsorship renewal. The stadium’s third ring opening is delayed to 2027, causing revenue losses.

7 reports · 2 sources · Updated Jul 29, 04:12 PM UTC