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FORGOTTEN HISTORY: 11 - The Untold Story

A Top Goldman Sachs Executive Says Investors Should Stay Invested. These Are Three Reasons Why.

Ashok Varadhan's case rests on the Federal Reserve keeping interest rates unchanged through the rest of 2026, oil prices falling significantly, and the economy remaining resilient as artificial intelligence begins delivering productivity gains.

International Business Times · Aug 11

How SMBs turn AI into lasting business value

Learn how SMBs can transform AI experiments into measurable growth through smarter, integrated workflows.

TechRadar · Aug 11

Nvidia links with Wall Street firms for $500bn AI financing deal

Apollo, BlackRock, Goldman Sachs and KKR among those working with chipmaker to fund infrastructure

The Guardian - UK · Aug 11

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Nvidia Taps Wall Street for $500B AI Bet: Stock Falls as Investors Question Demand

Nvidia partners with top asset managers to mobilise $500 billion for AI infrastructure, but investor concerns over circular financing impact stock performance.

International Business Times UK · Aug 11

Data centre operator CyrusOne plans potential 2027 IPO, banks pitch for roles, sources say

The private equity firms met investment banks including Goldman Sachs and Morgan ‌Stanley last week ⁠and ⁠the banks pitched for roles on the IPO, the people said, asking not to be identified because the discussions are confidential.

The Economic Times · Aug 10

Ola Electric shares fall 6% even as Q1 loss narrows. Why brokerages see up to 51% downside

Ola Electric shares fell after the company reported a narrower Q1 FY27 net loss of Rs 336 crore, compared with Rs 428 crore a year ago. However, revenue from operations declined 45% YoY to Rs 455 crore, despite rising 72% QoQ from Rs 265 crore in Q4 FY26.

The Economic Times · Aug 10

Q1 Results Tracker: Tata Motors, Vodafone Idea among 2,045 companies set to announce earnings this week

Goldman Sachs expects the Nifty 50 to rebound to 26,500 by June 2027, above its current record high, as India’s macro backdrop improves. Lower commodity prices, a stable currency, resilient domestic growth and better earnings prospects are supporting its bullish view. The brokerage expects a shift towards value stocks, with…

The Economic Times · Aug 9

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Will Nifty, Sensex extend losses on Monday? Middle East tensions, Q1 results and 3 other factors to steer D-St this week

Indian stock markets ended lower as benchmark indices Sensex and Nifty diverged. Investors face crucial triggers next week, including over 2,000 Q1 earnings announcements, crude oil price movements amid Middle East geopolitical tensions, US nonfarm payroll data influencing Federal Reserve interest rate policy, and ongoing foreign institutional investment trends.

The Economic Times · Aug 9

Swiggy’s Rs 60,000 crore breakeven challenge: Can Instamart grow without restarting the cash war?

Swiggy's Instamart is targeting an impressive ₹60,000 crore in annualised net order value to achieve profitability. To reach this goal, the platform must double its current orders and enhance contribution margins significantly. This means Instamart should aim to garner an additional ₹30 per order through various optimizations. However, the competitive…

The Economic Times · Aug 7

Exclusive: Goldman CEO David Solomon on how his dad’s advice shaped his career—and why interns should steal it

In a town hall with summer interns, shared exclusively with Fortune, Solomon got real about AI: “You have to challenge what the models give you.”

Fortune · Aug 6

Explained: How AI-led Kospi, Nikkei selloff sparked record 15% drawdown in Asian funds in July

Asia’s major multi-strategy funds suffered sharp July losses as an AI-linked stock selloff across Japan, South Korea and China erased much of their 2026 gains. Concerns over AI spending and Middle East tensions hit semiconductor stocks, with some funds losing 3%-9%, while Goldman Sachs estimated a record 15.2% monthly decline…

The Economic Times · Aug 6

Fired during paternity leave, ex-employee wins nearly Rs 19 crore from Goldman Sachs after tribunal finds he was unfairly treated for caring for his newborn

A former Goldman Sachs manager received nearly £1.5 million after an employment tribunal ruling. The tribunal found his dismissal was unfairly linked to his parental leave. This discrimination had an insidious effect on the former employee's well-being. Goldman Sachs disputes the decision, stating it supports parental leave for all genders.…

The Economic Times · Aug 6

Oil Price Today (August 6): Crude oil dips below $80 on hopes Iran-Oman deal could end Iran war. What are experts saying?

Oil prices experienced a minor decline on Thursday amid advancing negotiations. Market watchers are closely monitoring the prospective US-Iran peace treaty, which could enable access to the key Strait of Hormuz. While experts expect oil prices to stabilize with an uptick in supply, ongoing disruptions in essential shipping routes present…

The Economic Times · Aug 6

Oil Price Today (August 5): Crude dips for 3rd session amid hopes of a short-term war deal. What's next?

Oil prices dipped again on Wednesday following as discussions aimed at reopening the Strait of Hormuz progressed. Traders are keenly watching the U.S.-Iran negotiations, knowing that an agreement could ensure the unhindered passage of commercial ships. Analysts warn that sustained disruptions could lead to significant hikes in oil prices, although…

The Economic Times · Aug 5

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Fortune · Aug 4

Kevin Warsh told Wall Street he’d be sharing less—Goldman Sachs fears a void of Fed facts will only amplify misinformation and instability

“Even without providing explicit forward guidance, central bankers still have an obligation to explain the economic framework behind their decisions. On that score, this press conference fell well short,” chimed professor Jeremy Siegel.

The Economic Times · Aug 4

A crash coming? Ray Dalio warns AI rally looks like 1929 and 2000 bubbles

Bridgewater founder Ray Dalio warned the AI-driven market rally displays bubble-like traits seen before the 1929 crash and dot-com bust. He cited stretched valuations, rising rates and heavy stock issuance as key risks, echoing concerns from Jeremy Grantham and Goldman Sachs.

The Economic Times · Aug 4

Global Market: Goldman Sachs sees Brent crude trading at $80-$90 until Iran conflict outlook clears

Goldman Sachs forecasts Brent crude prices between $80 and $90 per barrel. This range persists until clarity emerges on US-Iran nuclear talks. Physical oil markets are tightening significantly due to reduced flows from key regions. Gulf oil exports have dropped substantially from pre-war levels. Russian crude supplies also show a…

The Economic Times · Aug 4

Oil Price Today (August 4): Crude oil nears $85 as peace talks uncertainty loom after fresh attacks. What are experts saying?

Oil prices saw a slight increase on Tuesday after significant Monday losses. Supply risks in the Middle East resurfaced as diplomatic hopes faded. Shipping activity through the Strait of Hormuz has slowed following reported attacks. Experts predict higher crude prices if disruptions persist for extended periods. Analysts anticipate oil prices…

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Fortune · Aug 3

Wall Street bulls are starting to admit the earnings bubble is real—and the 60/40 portfolio may be the first casualty

Goldman’s chief global equity strategist Peter Oppenheimer said, “There does not appear to be a valuation bubble, but there may be an earnings bubble.”

Benzinga · Aug 3

Amazon, Alphabet Lead 'AI Debt Tsunami' Now Blamed for 20-Year-High Rates

Long-term interest rates have climbed to their highest levels in two decades, and hyperscaler debt issuance is emerging as a key culprit.

Benzinga · Aug 3

Morgan Stanley's Latest AI Call Could Spark a Comeback in Momentum ETFs. Time to Buy the Dip?

The momentum trade has taken a painful hit in recent weeks, but Morgan Stanley believes the worst may be over. This view could put momentum-focused ETFs back on investors’ radar.

The Economic Times · Aug 3

Oil Price Today (August 3): Crude oil crashes 5% below $84 as Trump delays attack on Iran. What are experts saying?

Brent crude futures fell $4.37, or 5%, to $83.56 a barrel, while U.S. West Texas Intermediate crude declined $4.63, or 5.5%, to $80 a barrel.

The Economic Times · Aug 2

Goldman Sachs sees a bigger space opportunity beyond launch providers

Space stocks could offer significant long-term growth opportunities as the industry expands beyond rocket launches into satellites, orbital broadband, communications, defence applications and other space-enabled services, although high valuations and extreme volatility could make the investment journey uneven, according to research report by Goldman Sachs.

Fortune · Aug 1

Wall Street's hidden recruiting pipeline isn’t an Ivy League diploma—it’s the teammate who triples your odds of getting hired

A new study of more than 120,000 Ivy League graduates finds locker room ties, not diplomas, do the real gatekeeping into finance's top firms

International Business Times UK · Jul 31

Citadel Acquires Bulk of Leopold Aschenbrenner's AI Stock Portfolio Following Brutal Hedge Fund Sell-Off

Citadel acquires most of Situational Awareness' public equity portfolio after the hedge fund suffers losses during an AI stock downturn, highlighting the volatility in AI investments.

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