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Goldman Sachs Group (NY:GS)

1,029.18 +9.41 (+0.92%)

Official Closing Price Updated: 7:00 PM EDT, Sep 11, 2026 Add to My Watchlist

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Dell Technologies Sees AI Boom Building as $95B Server Backlog Signals Demand ↗

Today 13:02 EDT

Michael Dell, CEO and founder of Dell Technologies (NYSE:DELL), said enterprises are in the early stages of adopting artificial intelligence infrastructure, with companies increasingly viewing...

Via MarketBeat

Topics Artificial Intelligence

NXP Semiconductors Eyes Physical AI Leadership, Sees Data Center Growth Surge ↗

Today 9:02 EDT

NXP Semiconductors (NASDAQ:NXPI) is positioning its portfolio around “physical AI,” with Chief Executive Officer Rafael Sotomayor saying the company aims to apply its longstanding strengths in...

Via MarketBeat

Topics Artificial Intelligence Intellectual Property

Robinhood Markets Targets Global Growth With Tokenization, AI Trading and Wealth Push ↗

Today 8:01 EDT

Robinhood Markets (NASDAQ:HOOD) is pursuing a strategy centered on expanding access to financial asset ownership, with priorities spanning active trading, broader consumer financial services and...

Via MarketBeat

Topics Artificial Intelligence Credit Cards Regulatory Compliance

The $760 Billion AI Risk That Nobody Is Talking About. But Should. ↗

Today 7:23 EDT

The demand for AI is real, but what if the industry is building too much capacity? Here's the overlooked risk investors should be watching.

Via The Motley Fool

Topics Artificial Intelligence

Okta Targets AI Agent Confusion With Identity Security Push ↗

Today 2:01 EDT

Okta (NASDAQ:OKTA) President and COO Eric Kelleher said enterprise customers are increasingly seeking guidance on securing AI agents, with uncertainty around the emerging technology representing a...

Via MarketBeat

Topics Artificial Intelligence

Comcast Details Split Plan as Broadband, Wireless Competition Intensifies ↗

September 11, 2026

Comcast (NASDAQ:CMCSA) Chief Financial Officer Jason Armstrong said the company’s planned separation of its connectivity and technology operations from NBCUniversal and Sky reflects diverging...

Via MarketBeat

AMD Expands Into Rack-Scale AI as Agentic Workloads Boost CPU Demand ↗

September 11, 2026

Advanced Micro Devices (NASDAQ:AMD) executives said the company is expanding its role in artificial intelligence from a semiconductor supplier toward a provider of rack-scale systems and software,...

Via MarketBeat

Topics Artificial Intelligence Supply Chain

Lam Research Sees Sold-Out Chip Demand, Targets Capacity and AI Service Gains ↗

September 11, 2026

Lam Research (NASDAQ:LRCX) said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner...

Via MarketBeat

Topics Artificial Intelligence

Skyworks Solutions Sees Qorvo Deal Closing This Year, Targets $500M in Synergies ↗

September 11, 2026

Skyworks Solutions (NASDAQ:SWKS) Chief Executive Officer Phil Brace said the company remains confident its proposed merger with Qorvo will close within the calendar year, with the combined business...

Via MarketBeat

Topics Artificial Intelligence

SpaceX CFO Touts New $13 Bil AI Deal, Upcoming Starship Milestones ↗

September 11, 2026

Bret Johnsen reveals major new AI compute deal, upcoming Starship plans. SpaceX stock rises.

Via Investor's Business Daily

Topics Artificial Intelligence

Stocks making big moves this week: Solaris Energy Infrastructure, Revolve, AeroVironment, DigitalOcean, and SoFi

September 11, 2026

Check out the companies making headlines this week: Solaris Energy Infrastructure (NYSE:SEI): Mobile power and logistics company Solaris Energy Infrastructur...

Via StockStory

Topics Artificial Intelligence

Chime Finds Its Stride With a $590M Deal That Could Reshape Its Banking Model ↗

September 11, 2026

Chime Financial agreed to acquire Stride Bank for $590 million in cash, gaining a national charter to cut partner fees, protect interchange revenue, and lower lending costs ahead of a 2027 closing.

Via MarketBeat

Upstart's CEO Spoke at Goldman Sachs Conference This Week — Here's What to Know ↗

September 11, 2026

Upstart Holdings drew attention this week with remarks at a major investor conference, an analyst initiation and a stock purchase by its CEO.

Via Benzinga

Prediction: This Underrated AI Infrastructure Stock Will Continue Soaring Despite Doubling in a Year ↗

September 11, 2026

Vertiv is a key AI infrastructure provider, which explains why the company is projected to clock healthy earnings growth over the long run.

Via The Motley Fool

Topics Artificial Intelligence

Lumen Technologies Bets on Digital Networks as AI Inference Strains Connectivity ↗

September 11, 2026

Lumen Technologies (NYSE:LUMN) is focusing its strategy on digitizing enterprise networking, expanding Network-as-a-Service offerings and managing its legacy operations for cash generation, President...

Via MarketBeat

Topics Artificial Intelligence

Robinhood's New Role in the IPO Process Could Have It Earning Fees Like an Investment Bank ↗

September 10, 2026

The financial services company is moving well beyond just being a stock brokerage.

Via The Motley Fool

Topics Credit Cards Initial Public Offering

Nvidia's Jensen Huang Claims AGI Has Arrived. Here's How to Invest. ↗

September 10, 2026

Nvidia CEO Jensen Huang congratulated OpenAI on its progress in AGI.

Via The Motley Fool

Topics Artificial Intelligence

Lockheed Martin Yields 2.6% and Trades at 17.6 Times Earnings. Is Wall Street Right to Be Cautious on the Stock ? ↗

September 10, 2026

The defense industry is changing, creating pressure on traditional ways of working.

Via The Motley Fool

Super Micro Computer Sees $60B AI Order Book Powering Fiscal 2027 Outlook ↗

September 10, 2026

Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated...

Via MarketBeat

Topics Artificial Intelligence

Why Is Reddit Stock Surging on Thursday? ↗

September 10, 2026

Explore why Reddit stock is surging on Thursday following key user growth and app download metrics revealed at a Goldman Sachs conference.

Via Benzinga

NVIDIA CEO Sees $4 Trillion AI Infrastructure Boom as Demand Outpaces Supply ↗

September 10, 2026

NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for...

Via MarketBeat

Topics Artificial Intelligence

Want to Make a Fortune From the AI Power Boom? Buy These 2 Industrial Stocks ↗

September 10, 2026

Data-center power demand could exceed 100 gigawatts by 2030 -- a big tailwind for these stocks.

Via The Motley Fool

Topics Artificial Intelligence Earnings

Cummins Sells the Power Solutions That Keep Data Centers Running. Does That Make the Stock a Buy? ↗

September 10, 2026

Its shares have surged so far in 2026, and there could still be plenty of upside ahead.

Via The Motley Fool

Topics Artificial Intelligence Energy

Goldman Sachs Increases COIN Target to $219 on 'Everything Exchange' Push ↗

September 10, 2026

Goldman Sachs reaffirmed Coinbase’s Buy rating and raised its target to $219, citing growth in derivatives, prediction markets, tokenized equities, margin lending, Base and agentic finance.

Via Benzinga

Topics Derivatives

ServiceNow Maps AI Control Tower Strategy as Agents, Security Drive Growth ↗

September 10, 2026

ServiceNow (NYSE:NOW) outlined its approach to enterprise artificial intelligence, security and workflow automation during a discussion at the Goldman Sachs Communacopia Conference, with Bill McDermott...

Via MarketBeat

Topics Artificial Intelligence Economy

Applied Materials Eyes Nearly 40% Growth as AI Fuels Chip Equipment Demand ↗

September 10, 2026

Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the...

Via MarketBeat

Topics Artificial Intelligence

Salesforce Sees AI Agents Transforming Slack and Driving Premium Growth ↗

September 09, 2026

Salesforce (NYSE:CRM) executives outlined the company’s approach to AI partnerships, Slack monetization and premium product adoption during a Goldman Sachs Communacopia session, emphasizing the role of...

Via MarketBeat

Topics Artificial Intelligence

Walmart Eyes CTV, AI and Self-Service Tools to Build a Bigger Ad Business ↗

September 09, 2026

Walmart (NASDAQ:WMT) is expanding its advertising business beyond traditional retail media by building self-service tools, broadening its connected-TV capabilities and pursuing more advertising...

Via MarketBeat

Topics Artificial Intelligence Economy

Why Comcast Stock Plummeted on Wednesday ↗

September 09, 2026

Investors were concerned about some remarks made by the company's CFO in a conference.

Via The Motley Fool

Walt Disney Eyes Disney+ Ecosystem, Content Push as Streaming Margins Top 13% ↗

September 09, 2026

Walt Disney (NYSE:DIS) Chief Financial Officer Hugh Johnston outlined the company’s priorities around intellectual property investment, technology, streaming engagement and experiences growth during a...

Via MarketBeat

Topics Intellectual Property

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