Goldman Sachs

"We would expect that capex is maybe revised up slightly, but not meaningfully." Greg Calnon, @GoldmanSachs head of public investing, sets the stage as we get set for a big slate of mega-cap tech earnings this afternoon: cnbc.com/video/2026/04/…

Despite increasing the net unemployment rate, AI is estimated to have grown employment in sectors where the technology augments human labor, according to Goldman Sachs Research. Read more: click.gs.com/212k

The private credit market has quadrupled over the last decade, and recent requests for fund withdrawals by some retail investors are driving concerns about the sector. According to Amanda Lynam, chief credit strategist for Goldman Sachs Research, these fears may be overdone. One chart tells the story.

Goldman Sachs Global Banking & Markets projects global M&A volume to surge in 2026, driven by an AI “innovation supercycle” and a backlog of private equity exits. Read more: click.gs.com/hky4

Kunal Shah, co-CEO of Goldman Sachs International and co-head of FICC, told BI about Europe's tech ecosystem, AI, and the bank's Middle East presence. bit.ly/4tx8uAa

Farallon Capital's Nicolas Giauque joins Goldman Sachs Exchanges: Great Investors to discuss the evolving credit landscape and the transformative role of AI: click.gs.com/362a

As small-cap stocks rally for the first time in years, where should investors look for the best opportunities? Greg Tuorto, head of the US Small and SMID Cap team in Goldman Sachs Asset Management, discusses: click.gs.com/epqg

Cybersecurity firms are outperforming the broader US software sector, according to Goldman Sachs Research—with their stocks trading at more than a 20% premium when measured by enterprise value to forward sales. Read more: click.gs.com/wvyv

Daan Struyven of Goldman Sachs says oil bottlenecks and supply chain logistics related to the Strait of Hormuz put the global oil market on track to reach the lowest-ever level for global visible inventories bloom.bg/3OZVTqd

Higher energy prices driven by the conflict in Iran are expected to negatively affect Europe's manufacturing sector, though the impact is not expected to be as severe as the 2022/23 energy crisis, according to Goldman Sachs Research. Sign up for our weekly newsletter, Briefings, for more insights: click.gs.com/h4vo

Equity volatility could rise in the months ahead—even if stocks continue to rally. Vickie Chang of Goldman Sachs Research separates the signal from the noise.

'The mood is incredibly positive and business as usual.' Anthony Gutman, co-chief executive of Goldman Sachs International and co-head of investment banking, joins Manus Cranny on The Inside Brief from Abu Dhabi, as one of the first senior international bankers to visit the UAE since the Iran conflict began. In this episode, Gutman shares what he found in 24 hours of back-to-back client meetings with sovereign wealth funds and corporate clients: not conversations about the macro, but requests for deal lists. Watch the full episode on YouTube, Apple Podcasts, Spotify and other major platforms.

Apollo President Jim Zelter joins Goldman Sachs Exchanges: Great Investors to discuss how emerging financing needs—including AI infrastructure buildout—will drive investment opportunities over the next decade: click.gs.com/as9d

After rebounding to record highs, are US equities likely to rise higher in the weeks ahead? Bobby Molavi, head of European Execution Services in Goldman Sachs Global Banking & Markets, discusses: click.gs.com/cv5x

Equity markets have rebounded, but rates markets are showing lingering effects of the Iran conflict. Dominic Wilson, senior advisor in Goldman Sachs Research, explains why, and shares his market outlook on Exchanges: click.gs.com/f5zf

Oil flows through Hormuz remain quite low, says Goldman Sachs' Daan Struyven cnbc.com/video/2026/04/…

"It does seem to me like there's a valuation opportunity to start to reengage with those [growth] stocks." @GoldmanSachs Chief U.S. Equity Strategist Ben Snider thinks the market is moving past peak uncertainty: cnbc.com/video/2026/04/…

Sir @SadiqKhan, Mayor of London, joined Kunal Shah, co-CEO of Goldman Sachs International, on Talks at GS to discuss his long-term vision for the city, building a high-skilled economy, and leveraging AI to protect what makes London a vibrant place to live and work: click.gs.com/zy8m

In this episode, Joe Cass interviews Kunal Shah, Co-CEO of Goldman Sachs International & Global Co-Head of FICC, about the importance of delivering differentiated content and unique insights. They also discuss how relying solely on standard market summaries is no longer enough, and emphasizes the value of perspectives gained from global deal flow, market volumes, and real-world conversations. Watch the full interview here: okt.to/0nLq4K

Our Chairman and CEO David Solomon comments on $GS' 1Q 2026 earnings results: click.gs.com/k68o

$GS provides additional details on 1Q 2026 earnings results. Press release and accompanying presentation available here: click.gs.com/k68o

$GS announces 1Q 2026 net revenues. View the full results, accompanying presentation, and learn more on our 9:30am ET conference call: click.gs.com/k68o