NVIDIA Corporation

The Goldman Sachs Group, Inc.

U.S. stocks rose on Thursday thanks to a rally among chipmakers and in the banking sector. Indices returned to growth after two sessions of decline, <a href="https://www.cnbc.com/2026/01/14/stock-market-today-live-updates.html">writes </a>CNBC. Additional support for the market was provided by the decline in oil prices: Mark Brent and WTI fell in price by more than 4%. In addition, economic data showed the stability of the labor market.

U.S. indices returned to growth thanks to a rally by chipmakers and banks 

Despite the price above $4600 per ounce and the rush of demand, the investment giant's strategists doubt the reliability of this safe haven

Goldman warns of gold investment risks after another record high for the precious metal

Global investors note cheapness in Chinese stocks amid signs of accelerating corporate earnings growth 

Investment banks bet on a synchronized rise in Chinese stocks and the yuan in 2026

Taiwan Semiconductor Manufacturing Company Limited

Apple Inc.

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.

Goldman raised TSMC's target price by 35%. Shares have risen the most since April.

Meanwhile, institutional investors continue to hold an overweight position in AI stocks, wary of shifting capital into the real sector without clear signals of an accelerating U.S. economy

Goldman Sachs clients tempered optimism on US equities and AI after November's decline

The bank will dramatically expand its offering of exchange-traded funds to help investors ride out market fluctuations

"Lollipops for boomers": Goldman has bet on the booming market for defensive ETFs

JD.com, Inc.

Billionaire Bill Ackman plans to float a closed-end fund again after a year, tempering his fundraising appetite from $25 billion to $5 billion. Retail investor demand for the IPO of Chinese rival Nvidia outstripped the offer by more than 4,000 times. Investment bankers bet on the recovery of the market for initial public offerings in Europe in 2026. The main events on the IPO market for the week - in our selection.

Ackman fund listing and excitement around the "killer" Nvidia: the main thing about the IPO by November 30th

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