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DeepSeek is triggering a correction, not a bear market
Why Goldman Sachs says investors should buy the dip in U.S. tech stocks
Monday’s trillion-dollar stock-market wipeout will be remembered as an opportunity to scoop up shares of some of the most valuable U.S. companies at a discount, according to a team of equity strategists at Goldman Sachs Group.
Why Goldman Sachs says the DeepSeek plunge doesn't point to the start of a big stock market correction
"In our view this is a correction and not the start of a sustained bear market," Goldman Sachs said. DeepSeek sparked a $1 trillion market rout on Monday.
Goldman Sachs: DeepSeek is triggering a correction, not a bear market
Goldman Sachs is telling investors to take a breath. Peter Oppenheimer, the bank’s chief global equity strategist, has told investors today that markets aren’t crashing—just cooling. “In our view, this is a correction and not the start of a sustained bear market,
DeepSeek is a ‘wake up call’ to buy more stocks, says Goldman Sachs
As we’ve written numerous times elsewhere, the cause of Monday’s DeepSeek market wobble were fears that good-enough LLMs won’t cost billions to build and run, and that supplying them won’t be a winner-take-all competition.
1d
The drawdown of the big dogs is a correction, not the start of a bear market – GS
The equity market's drop, triggered by DeepSeek’s R1 LLM model news, was a correction and not the start of a sustained bear ...
4h
on MSN
Equinix, Inc. (EQIX) Reports 7% Revenue Growth in Q3, Expands AI Infrastructure Partnerships with NVIDIA and Dell
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
Business Insider
28d
Goldman Sachs price target lowered to $639 from $677 at Oppenheimer
Oppenheimer
lowered the firm’s price target on
Goldman
Sachs
to $639 from $677 and keeps an Outperform rating on the shares. For banks, the trend lines in 2025 “seem well established,” and ...
1d
Market Factors: Goldman sees plenty of risk, but no bear market
Global markets are concentrated in three major ways: U.S. stocks have come to dominate global equity indices, technology as a ...
22h
on MSN
C3.ai, Inc. (AI) Surpasses Q2 Revenue Expectations with 29% Growth, Raises FY 2025 Outlook
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
1d
Goldman Strategists Say Tech Selloff Was No Bear Market Signal
The tech-led selloff in US equities at the start of this week was just a blip, given the positive outlook for the economy, ...
9d
Goldman Sachs shakes up management, elevates next generation of executives to leadership roles
Goldman expanded its management-committee ranks and installed a number of senior leaders in top positions throughout its ...
1d
on MSN
Coherent Corp. (COHR) Reports Strong Q4 Growth, Strengthens AI Position with GE Vernova Partnership
Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined ...
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