Investment bank strategists expect the S&amp;P 500 index to add another 2% in the next three months

Goldman Sachs changes its equity stance to bullish amid low recession risk

Oracle Corporation

Oracle is planning a large-scale borrowing - the company plans to raise $15 billion by placing corporate bonds, Bloomberg wrote, citing sources. The money may be used to finance cloud projects and other expenses related to large cloud contracts with <a href="https://oninvest.com/article/oracle-podpisal-c-openai-odin-iz-krupnejsih-oblacnyh-kontraktov-v-istorii-wsj">OpenAI</a> and Meta. Oracle shares fell nearly 3% amid rising debt and - for the first time since 1992 - negative cash flow.

Oracle to borrow $15 billion in the market amid rising costs - Bloomberg. Shares fell

Goldman Sachs report shows a shift in focus toward technology, artificial intelligence, cryptocurrencies and private markets

Billionaires have a growing appetite for risk. Where are they investing and what worries them?

NVIDIA Corporation

Alphabet Inc.

Amazon.com, Inc.

Uncertainty over duties and rising bond yields spoiled investor sentiment  

'Wake up when September is over': U.S. stocks have started fall with a dip 

Rising UK bond yields are a signal to London that borrowing will become more expensive

UK bond yields hit a 27-year high. EU bonds are also at their peak

The bank advises to bring the share of bonds in the portfolio to 40%

Wells Fargo recommends rethinking portfolio structure: volatility ahead

TotalEnergies SE

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Sanofi

French banking conglomerate BNP Paribas is hoping for good entry points into European equities  

Goldman and Citi expect the rally in European equities to continue despite the crisis in France

Since the end of 2022, the markets have been euphoric: each new generation of AI models causes bouts of optimism, and the quotations of AI-related technology companies are growing by tens and hundreds of percent. But beyond the hype and flashy headlines in the media and investor communities, there is another, more objective indicator - the behavior of the government and corporate bond market. Economist Denis Elakhovsky has studied the research and found out that after the releases of the largest AI models, long-term rates are falling - as if investors are laying down not for accelerated growth, but for risks and stagnation.

Artificial intelligence and economic growth: market reaction to the release of new AI models

The Goldman Sachs Group, Inc.

The investment bank has returned to the defensive strategy it pursued in early 2025

Goldman has lost interest in Asia's high-yield bonds. What does he advise instead?

The year 2025 could be one of the busiest years for bond vigilantes in decades - since the beginning of the year, investors have already dictated their will to politicians in the US, UK and Japan several times. Have these "guardians" of the market become stronger, or do they have more reasons to fear?

On a short leash: How "bond vigilantes" impose their will on politicians

Since mid-2023, foreign investment in the Chinese equivalent of the lowest-risk U.S. debt securities has grown more than sixfold

Chinese bonds have lost appeal to foreign investors - Bloomberg

In the 2020s, the tried-and-true strategy stopped working for the first time

Bonds