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

Wells Fargo & Company

Citigroup Inc.

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.

JPMorgan Chase & Co.

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

'Some will win, others will lose': Amazon founder and Goldman CEO on AI bubble

The bank's base case scenario assumes a price of $4,000 per troy ounce by mid-2026

Goldman Sachs saw more upside potential for gold than previously thought. What has changed?

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

Klarna

Figma

Bullish

Cryptocurrency issuer Figure raised $787.5 million at a $5.3 billion valuation, AI startup Perplexity raised $200 million at a $20 billion valuation (according to The Information's sources), and Goldman Sachs reported its most active IPO week since 2021, thanks in part to a successful offering of fintech startup Klarna. On these and other topics, see our roundup of key events for the morning of September 11.

Top story for the morning: Goldman Sachs captures IPO boom, Oracle and Perplexity intensify rally

Pan American Silver Corp.

Barrick Mining Corporation

Newmont Corporation

Morningstar advises investors to be cautious and allocate no more than 5% of their portfolio to gold

The Fed, Trump and the dollar: why JPMorgan and Goldman expect gold prices to rise by 20-40%

McDonald's Corporation

Walmart Inc.

Consumers are cutting back on spending and shifting to budget goods and services due to uncertainty surrounding the impact of trade duties on prices

Goldman is betting on Walmart and McDonald's stock. Why is this a bad sign for the economy?

Economists at two investment banks have already noted accurate forecasts for the European market in 2025