Goldman Sachs
May 28, 2026
Early Morning Research Recap
Daily UpdateEquitiesMacro Economic IndicatorsRates Govt BondsInformation TechnologyConsumer Discretionary
This Goldman Sachs morning recap details rating and target price revisions for May 28, 2026, highlighting strong AI tailwinds in tech and machinery.
Key Takeaways
- 1.AI is driving significant market share gains for technology firms like Snowflake, leading to a 59% upside target price revision.
- 2.Investment preference in the Japan Machinery sector is shifting toward stocks positioned for AI Capex tailwinds, such as Keyence and THK.
- 3.Economic indicators show low consumer confidence in the US as of May 2026, while global markets monitor the impact of energy shocks on Treasury demand.
Table of Contents
- Macro/Global
- Americas
- Europe
- Asia
- The Macro Round-Up
- ECONOMICS
- STRATEGY
- Rating and Conviction List Changes
- Notable Stock Research to Consider
- Consumer/Retail
- Financials
- Healthcare
- Industrials and Basic Materials
- TMT
- LatAm
- ASEAN & New Zealand
- Target Price Changes (10% or greater)
- Webinars, Podcasts & Conferences
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Authors
Global Investment Research
Securities
SNOWCTDM.SIKeyenceDKS
Themes
AI Infrastructure and Capex CycleConsumer Sentiment DivergenceEnergy Shocks and Macro Liquidity
Regions
North AmericaAsia PacificEuropeUnited StatesJapanChina