Hedge Funds Are Cautious on Stocks amid Rates...

Trading in artificial intelligence (AI) stocks is evolving as investor interest broadens beyond semiconductor makers and companies that benefit from capital expenditures in AI, says Peter Callahan, US Technology, Media, and Telecommunications sector specialist in Goldman Sachs FI ...  Show more

With US 10-Year Treasury yields climbing this week to the highest level since 2007, the bond market may be the biggest risk to further equity gains, says Tony Pasquariello, global head of hedge fund coverage in Goldman Sachs FICC and Equities. Shorting bonds could be a useful hed ...  Show more

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ...  Show more

In this episode the group discuss risk / reward for US equities following the dip through April.  They discuss possible reasons for recent equity weakness, the macro and micro backdrop - including recent hotter inflation prints and Q1 corporate earnings trends, the ...

A good week for the stock market, so is it time to pop the champagne? With stocks like Amazon, Netflix, Chipotle and Best Buy on the rise, is now the time to buy? And what does the panel think of Treasury Secretary Tim Geithner’s bank rescue plan? We tackle those questions, share ...  Show more

What does the disappointing September jobs report mean for investors? Which two stocks need a win this earnings season? What trends should investors be watching? Why are Roku and Zoom Video suddenly looking more attractive? And which CEOs are under more scrutiny? Jason Moser and ...  Show more