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Goldman Sachs research highlights a robust momentum bounce across the technology sector, fueled by bullish updates from NVIDIA and strong infrastructure guidance from HPE. This optimism is reflected in the firm's macro outlook, which includes a raised year-end S&P 500 target of 8000 driven by AI infrastructure beneficiaries and significant gains in memory semiconductors such as Micron and TSMC. In European markets, coverage favors wholesale banks like Societe Generale and Santander over retail-focused peers, while an initiation of the media sector highlights a preference for Publicis and RELX. Strategic commodity recommendations suggest shorting Brent crude amid geopolitical de-escalation while going long on Copper due to tight LME inventories and resilient Chinese demand. Currency analysis indicates downside risk for the AUD following delayed RBA hike expectations, whereas the KRW remains supported by strong semiconductor-driven trade data. Finally, the research identifies a strategic pivot toward open-source AI models and local device inference to optimize cost-per-output metrics in the hardware space.

28 reports available

Bank of Ireland Group: Updating Estimates Post Q1 2026 IMS

Goldman Sachs International·May 18, 2026

Goldman Sachs has raised its price target for Bank of Ireland Group to €20.00 and upgraded EPS forecasts by up to 3.5% following the Q1 IMS. The revision reflects stronger NII outlooks and updated interest rate curves while maintaining a Buy rating.

TMT Special Sales: Media Coverage and AI Regulation

Goldman Sachs International·Jun 3, 2026

Goldman Sachs TMT Specialist Sales provides a market wrap highlighting a surge in Semi/AI stocks (Marvell, HPE) and the resumption of European Media coverage using a new AI-moat assessment framework.

Morning Update: FX Options, BoJ, Colombian Election, US ISM, and Oil

Goldman Sachs International·Jun 2, 2026

Goldman Sachs reviews five macro themes, highlighting multi-year lows in FX volatility, the upcoming BoJ rate decision, Colombian election shifts, a US manufacturing beat, and oil price downside risks.

TMT Specialist Sales Market Wrap

Goldman Sachs International·Jun 1, 2026

Goldman Sachs TMT Specialist Sales wrap highlights bullishness on the memory semiconductor sector through 2028, examines the competitive landscape for AI chips/tokens between China and the West, and notes a major €75bn AI investment by SoftBank in France.

Konecranes Key Takeaways From CFO Webcast

Goldman Sachs International·May 11, 2026

Goldman Sachs hosted Konecranes' CFO for a webcast following Q1 results, confirming that a sales miss was due to temporary shipping delays rather than a fundamental demand decline.

Token Wars, Oil Complacency, and China Consumption Basket

Goldman Sachs International·May 28, 2026

The report highlights escalating geopolitical risks in oil markets, the extreme concentration of capital in AI hardware infrastructure, and persistent weakness in Chinese consumption. It also warns of a deflationary price war in AI tokens that could trigger a shift toward spend rationalization in the enterprise sector.

TMT Special Sales: Snowflake, Salesforce, Capgemini, and ASML Market Update

Goldman Sachs International·May 28, 2026

TMT Special Sales Daily Wrap

Goldman Sachs International·May 27, 2026

Asia Rally, Deal to Make Deal, and Open Source

Goldman Sachs International·May 21, 2026

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