Goldman Sachs
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Substrate placeholder — needs reviewAI Industry Invests $400 Billion in Data Centers in 2025 Amid Ongoing Profit Challenges
The AI sector invested $400 billion in data centers last year, yet no major companies achieved profitability from these investments. Nvidia shipped about 10 gigawatts of GPUs in 2025, exceeding Goldman Sachs' estimate of 7.7 gigawatts in available capacity for AI data centers. Th…
Substrate placeholder — needs reviewU.S. Cybersecurity Stocks Trade at 24% Premium to Broader Software Sector, Goldman Sachs Reports
U.S. cybersecurity stocks are trading at a 24% premium to the broader software sector based on enterprise value to forward sales as of April 15, 2026, according to a Goldman Sachs Research report. The firms are outperforming the sector with stocks at more than a 20% premium on th…
2211473abhijithsaravanan / Wikimedia (CC BY-SA 4.0)Goldman Sachs Returns to ETF Lead Market-Making for Select Funds
Goldman Sachs has re-entered the business of lead market-making for exchange-traded funds. The firm will focus only on funds it believes have strong potential for success. This development was reported by @business.