Goldman Sachs Archives

Heartflow’s AI-Cardiology Moment Arrives as Consumer Cyclicals Catch Their Breath -( $AMWL $HD $HTFL $LOW $TGT $WMT )

by John F. Heerdink, Jr. August 17, 2026 246Views 0Likes

Heartflow, Inc. (NASDAQ: HTFL) is delivering the kind of growth story investors usually hope to find before it becomes obvious: rapid revenue expansion, rising gross margins, stronger adoption of a second product line, and a materially higher full-year outlook. In a market…

Gold to $4,900? Why Goldman Says the Party Isn’t Over -( $GLD $GS )

by John F. Heerdink, Jr. June 29, 2026 468Views 0Likes

Goldman’s (GS) latest gold call still paints a bullish long‑term picture, but it comes wrapped in a more cautious, almost deadpan Wall Street shrug about the road between here and that glittering 4,900-5400 an ounce horizon. In other words: the party is still…

Is Wall Street In “Greed Mode” Again? – And This Time the Robots Are Hiring – ( $BLK $CME $GS $MSFT )

by John F. Heerdink, Jr. June 2, 2026 346Views 0Likes

America’s job market has finally come off the caffeine high—but it has not crashed the car. AI tech stocks are back in bull-market formation, investment bankers i.e. Goldman Sachs (GS) are openly using the phrase “greed mode,” and regulators just fired a…

When AI Ate Capex: Why Trillion‑Dollar Tech Spend May Still Be Too Small -( $GS $NOK $NVDA )

by John F. Heerdink, Jr. May 21, 2026 265Views 0Likes

Global AI spending is barreling toward the trillion‑dollar mark faster than Wall Street’s models can refresh, and the odds are high that current estimates still understate the size of the build‑out. Nokia’s (NOK) new AI Networking Innovation Lab is one of the…

SPCX Ready for Liftoff: Why the SpaceX IPO Could Redefine ‘Blue-Chip’ in Orbit -( $GS $SAR $SPCX $TSLA )

by John F. Heerdink, Jr. May 20, 2026 487Views 0Likes

SpaceX’s long-awaited leap to the public markets is finally underway, and Wall Street is treating it less like a traditional IPO and more like the financial equivalent of a rocket launch countdown. With a Nasdaq listing planned under the ticker “SPCX,” Elon…

Hut 8’s $7 Billion Costume Change: From Bitcoin Miner to AI Landlord -( $HUT $GOOG $GS $JPM $NVDA )

by Vista Partners LLC December 22, 2025 734Views 0Likes

Hut 8 spent the better part of a decade answering to the name “bitcoin miner.” Now it is introducing itself as an energy infrastructure company that just signed a 15‑year, $7.0 billion AI data center lease in Louisiana—and is suddenly being invited…

Why Systematic Funds Could Dump $40 Billion in Equities: Goldman’s Market Alarm Bomb – ( $GS $SPY $QQQ $DIA )

by Vista Partners LLC November 21, 2025 702Views 0Likes

Goldman Sachs has sounded the alarm bells, projecting that nearly $40 billion could be offloaded by trend-following hedge funds in global equities next week, after the S&P 500 dipped beneath the closely watched 6,725 level and closed at 6,642 on Wednesday. For…

Central Banks Fuel Gold’s Record Run—Can the $4,000 Barrier Hold? – ( $GLD $GS $JPM $SPY )

by Vista Partners LLC October 6, 2025 502Views 0Likes

Gold’s relentless rally has nudged the precious metal to the brink of $4,000 per ounce, carving out its biggest annual advance since 1979 amid political upheaval and a sharply deteriorating macroeconomic outlook. With the US government mired in a prolonged shutdown and…

Jennifer Garner’s Once Upon a Farm Files for NYSE IPO: Transforming Kids’ Nutrition with Farm-Fresh Values – ( $OFRM $GS $JPM $BAC )

by John F. Heerdink, Jr. September 29, 2025 720Views 0Likes

Once Upon a Farm, the organic baby and kids’ food pioneer co-founded by actress Jennifer Garner, officially filed for an initial public offering on the New York Stock Exchange this week, signaling a remarkable milestone for a brand that has fused celebrity…

Lyft Teams Up with Alphabet’s Waymo for Nashville Robotaxi Rollout—Here’s the Timeline and Impact – ( $AMZN $LYFT $GOOG $TSLA $UBER $BIDU )

by John F. Heerdink, Jr. September 17, 2025 628Views 0Likes

Waymo, Alphabet’s (GOOG) autonomous driving division, is deepening its push into commercial robotaxi operations through a new partnership with Lyft to launch driverless ride-hailing services in Nashville, Tennessee, beginning in 2026. In a joint announcement, the companies revealed that testing of Waymo’s…

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