Bank of America Corporation

International Business Machines Corporation

Zillow Group, Inc.

All of the companies in Goldman's sample have high employee costs and are already implementing AI to improve productivity

Goldman: banks and traditional companies will be the beneficiaries of the next phase of the AI boom

Xiaomi Corporation

Despite weakening investor sentiment, Wall Street analysts mostly recommend buying shares of the smartphone and electric car maker

Goldman: betting on Xiaomi stock to fall has become the consensus among hedge funds. What's wrong?

Markets could experience a correction of more than 10% over a period of 12 to 24 months, Goldman Sachs and Morgan Stanley executives warned at a summit in Hong Kong, CNBC <a href="https://www.cnbc.com/2025/11/04/goldman-sachs-morgan-stanley-warn-of-a-market-correction.html">writes </a>. After the 2025 rally, which is being fueled by the AI boom and Fed policy easing and not stopped by a government shutdown, it will be a "reality check," the channel said.

The heads of Goldman and Morgan Stanley allowed a correction of at least 10%. They are not concerned

JPMorgan Chase & Co.

Citigroup Inc.

Wells Fargo & Company

The long-awaited inflation report showed that consumer prices rose at a lower rate than expected in September

"Not a single cause for concern": three major US indices closed at highs

China's stock market is close to shifting from recovery to sustained fundamental growth, bank says

Goldman Sachs has bet on Chinese stocks rising 30% in two years. What will make it happen?

MP Materials Corp.

High dependence on China and geopolitical risks pose a threat to global supply chains

Goldman saw risks to rare earth supply. Three stocks can protect

The bank estimates that AI adoption could boost company revenues by $8 trillion

Goldman Sachs: the AI boom is still in its infancy, and the beneficiaries may yet change

The Goldman Sachs Group, Inc.

JPMorgan CEO warned that uncertainty in markets remains high

"The economy has been resilient": how did the four major US banks report and what about stocks?

Ford Motor Company

Polaris Inc.

Broadcom Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Focus on the start of reporting season

Taiwan Semiconductor Manufacturing Company Limited

ASML Holding N.V.

This week, investors are likely to be left in the dark about a number of key US macroeconomic indicators - their publication has been postponed due to the government shutdown that has lasted for 13 days. Data - from import prices and retail sales to wages and jobless claims - are very likely to be excluded from the publication calendar, Yahoo Finance <a href="https://finance.yahoo.com/news/stocks-dip-as-government-shutdown-continues-rare-earths-rally-what-to-watch-this-week-114600627.html#:~:text=In%20the%20week%20ahead%2C%20the%20market%20will%20continue%20to%20fly%20blind%20on%20several%20key%20points%20of%20economic%20data%20that%20would%20normally%20publish%20if%20not%20for%20the%20gridlock%20in%20Washington.%20Figures%20ranging%20from%20import%20prices%20and%20retail%20sales%20to%20hourly%20earnings%20and%20jobless%20claims%20are%20likely%20to%20be%20missing%20from%20the%20calendar.">writes</a>.<br><br>The main macroeconomic release this week for Wall Street was supposed to be the Consumer Price Index (CPI) for September in the U.S. The Bureau of Labor Statistics had planned to publish it on October 15, but <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">postponed</a> it to October 24. To work on it, the agency recalled some employees from vacation. If the report on inflation will be prepared on time, the Fed will receive it before its meeting on interest rates, which is scheduled for October 28-29, <a href="https://www.bloomberg.com/news/articles/2025-10-10/bls-to-publish-september-cpi-report-on-oct-24-despite-shutdown?sref=Y0jVLcFo">notes</a> Bloomberg.

Wall Street bank earnings, ASML and TSMC: what investors need to know this week

Apple Inc.

NVIDIA Corporation

Tesla, Inc.

The new reporting season gets into full swing on Wall Street in mid-October with the big banks

Magnificent Seven's profits will exceed forecast, Goldman confident. What will the reports show?

Amazon.com, Inc.

Goldman Sachs head admits stocks will fall in the next 12-24 months