Taiwan Semiconductor Manufacturing Company Limited

NVIDIA Corporation

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 Goldman Sachs Group, Inc.

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

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

JPMorgan CEO warned that uncertainty in markets remains high