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Goldman Sachs

June 11, 2026

US Morning Call

Daily UpdateEquitiesIndustrialsHealth Care

This report provides morning updates on datacenter infrastructure trends, healthcare conference takeaways, and payment technology litigation.

Key Takeaways

  • 1.Datacenter demand is increasingly extending into the auto and industrial technology supply chains.
  • 2.Visa and Mastercard merchant litigation settlement has been granted preliminary approval.
  • 3.Healthcare conference updates include Buy ratings for VRTX, ALNY, ALHC, GMRS, and BTSG, with a Neutral stance on MRNA.

Table of Contents

  • Featured Analysts
  • Notes on the Call
  • Global Market Intelligence
  • Resource Corner
  • Disclosure Appendix
  • GS Factor Profile
  • M&A Rank
  • Quantum
  • Disclosures
  • Regulatory disclosures
  • Ratings, coverage universe and related definitions

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