# Goldman Sachs
Latest news and articles about Goldman Sachs
Total: 19 articles found
From High-Flyer to Risk Warning: Goldman-Backed Peri Semiconductor Penalized for Financial Fraud
Peri Power Semiconductor has been fined 10.2 million RMB and labeled with a risk warning (ST) after regulators discovered systematic tampering with financial records to smooth earnings. The scandal comes just months after major global banks, including Goldman Sachs and JPMorgan, took significant positions in the company following a massive, though manipulated, surge in reported profits.
Warsh’s Trial by Fire: Strong Jobs Growth and Political Pressure Collide at the Fed
A surprisingly strong U.S. jobs report has triggered a bond market rout and shifted Wall Street’s focus from rate cuts to potential hikes. Federal Reserve Chair Kevin Warsh faces his first major test as he navigates high inflation, institutional skepticism, and direct pressure from President Trump to lower rates.
Wall Street Girds for the Mega-IPO Era: Why Index Giants are Trimming Stakes for SpaceX and OpenAI
Major Wall Street funds are beginning to reduce holdings in current large-cap stocks to prepare for the massive liquidity requirements of upcoming IPOs from SpaceX and OpenAI. This shift is driven by new index rules that allow mega-cap newcomers to be added to major benchmarks like the S&P 500 and Nasdaq-100 at an accelerated pace.
SpaceX’s Galactic Gamble: Starship Costs Hit $15 Billion as IPO Whispers Grow
SpaceX has disclosed that R&D spending for its Starship rocket has surpassed $15 billion, exceeding initial estimates as the company moves toward a potential $1.75 trillion IPO. Annual spending is accelerating, with $3 billion projected for 2025 as development intensifies in South Texas.
The Diaper King’s Withered Chip Dreams: Yanjiang’s Semiconductor Pivot Ends in Market Rout
Yanjiang New Material Shares has terminated its acquisition of semiconductor firm Yongqiang Technology after failing to reach an agreement on valuation and performance guarantees. The news resulted in a 20% limit-down for Yanjiang's stock, highlighting the risks traditional manufacturers face when attempting speculative entries into high-tech sectors.
Gold’s Geopolitical Paradox: Why Wall Street is Split on the Metal’s $4,500 Floor
As gold prices fluctuate near the $4,500 level, a significant divergence has emerged between major financial institutions like JPMorgan and Goldman Sachs. While cooling short-term demand and high interest rates pose headwinds, aggressive and underreported central bank accumulation—led by China—continues to provide a strong structural support for the metal's long-term value.
Betting on the Backbone: Wall Street Giants Pivot to China’s AI and Optical Infrastructure
Major global investment banks, including Goldman Sachs and Morgan Stanley, have significantly increased their holdings in China's A-share market, focusing on AI hardware and optical communications. With a market value increase of nearly 70 billion RMB in Q1 2026, this shift reflects a strategic bet on China's high-end manufacturing and its critical role in the global AI infrastructure.
From Wards to Wall Street: A Private Chinese Psychiatric Hospital Outranks Goldman Sachs on Shareholder Lists
A private psychiatric hospital in Jiangxi has gained international attention for becoming a top shareholder in a listed Chinese firm, surpassing the stake held by Goldman Sachs. The move highlights the flexible regulatory environment for for-profit hospitals in China and the often-personal nature of investment decisions by regional entrepreneurs.
The Divergent Recovery: Why Goldman Sachs Sees a 2026 Bottom for China’s Tier-One Real Estate
Goldman Sachs forecasts a property market bottom for Shanghai and Shenzhen by late 2026, signaling a potential recovery despite shrinking mortgage balances at major state banks. While unsold inventory is finally beginning to drop, a sustained rebound will depend on improving income expectations and potential government interest subsidies.
The Road to ROI: Why Autonomous Driving is the Next Decade’s AI Profit Machine
Goldman Sachs has significantly upwardly revised its forecast for the autonomous vehicle market, predicting it will become the primary source of ROI for the $700 billion invested in AI infrastructure. With global robotaxi and freight markets projected to reach nearly $1 trillion combined by 2035, the industry is shifting from digital assistants to physical automation.
Hormuz Shutdown Sparks Global Oil Shock — $100 a Barrel May Be Just the Start
Iran's effective closure of the Strait of Hormuz has cut roughly 90% of daily oil flows, lifting Brent and WTI above $90 and prompting forecasts that oil could top $100 within days. The disruption — amplified by attacks on energy infrastructure, insurability breakdowns and limited pipeline rerouting — risks a sustained global supply shock with sharp economic fallout, even as China and other importers draw on strategic reserves and contingency plans.
Goldman Says Markets Have Priced an $18/Barrel 'Iran Shock' — A Warning of Strait of Hormuz Vulnerability
Goldman Sachs has priced an $18-per-barrel risk premium into crude markets amid reports of severe escalations involving Iran and damage to regional shipping. The premium reflects market concern that a closure of the Strait of Hormuz or other disruptions could swiftly remove millions of barrels per day from global supply, amplifying oil, gas and freight costs despite existing spare capacity and inventories.