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Trade Ideas (95)
Date Ticker Price Dir Speaker Thesis Source
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Goldman Sachs (GS) Rises Higher Than Market: ...
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Goldman Sachs Board DEI Shift And What It May...
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Stanley Druckenmiller Ditched Meta Platforms ...
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Goldman Picks 3 Energy Stocks With Upside
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Goldman's Wealth Management Business Emerges ...
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
3 reasons US stocks are lagging behind global...
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Goldman Sachs scraps DEI criteria for its boa...
Feb 18
GS
$933.73
$933.73 -0.0%
N/A Finnhub News Finnhub - GS
Goldman Sachs Plans To Remove Diversity Crite...
Feb 17
GS
$916.04
$933.73 +1.9%
LONG ReutersBiz IMF urges Japan to keep raising rates, avoid reducing sales tax https://t.co/5XCxaN8R2f https://t.co/5XCxaN8R2f @ReutersBiz
IMF urges Japan to keep raising rates, avoid ...
Feb 17
GS
$916.04
$933.73 +1.9%
LONG Christina Minnis
Global Head of Alternative Origination Group, Goldman Sachs
Minnis highlights the "$5 trillion" AI investment need and notes that "all that capital has to get raised." She cites a specific deal financing energy for data centers using a mix of asset-based loans and high-yield bonds. While tech companies spend the money, Investment Banks (like Goldman) and Private Credit structure the deals. The massive capex cycle for AI infrastructure (energy, data centers) is a direct revenue driver for origination and capital solutions desks. Long GS as a pick-and-shovel play on AI financing. Deal flow drying up if the AI capex bubble bursts. Bloomberg Markets
Stocks Gain as Tech Holds Up; Bonds Steady | ...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs (GS) Rises Higher Than Market: ...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Market Chatter: AMC Entertainment Seeks $2.5 ...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Why Sunrun could be the next target for an ac...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs to drop race, gender and LGBTQ+...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
DB Plans 50 Hires, Scales Private Banking in ...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Participation notifications by The Goldman Sa...
Feb 17
GS
$916.04
$933.73 +1.9%
LONG Unknown Speaker
Financial Commentator/Analyst
"2025 was a banner year... record market revenue... trading desks... have benefited from the volatility. You've seen a resurgence in M&A... expectation that this is a White House that's more friendly to the banks." The speaker explicitly links record CEO pay to record underlying performance across trading and investment banking. The mention of a "friendly" White House implies a deregulatory environment (Basel III endgame dilution, etc.), which historically expands margins for the "Big Six" US banks. LONG. The environment combines operational momentum (M&A/Trading) with regulatory tailwinds. A sudden shift in the regulatory stance or a hard landing recession. Bloomberg Markets
Big Bank CEO Compensation Passes 2006, 2021 R...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs Is Raising Price Targets 10%+ o...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs Reduces PT on Snowflake Inc. (S...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs Names 3 ‘Strong Buy’ Energy Sto...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman, Nasdaq CEOs to headline Mar-a-Lago c...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs: Excellent Business But Thin Ma...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs scraps diversity rules
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
The Zacks Analyst Blog NVIDIA, The Goldman S...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
GEVORKYAN in the Portfolio of a Goldman Sachs...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
'Goldman Sachs Plans To Scrap DEI Criteria Fo...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs plans to drop DEI from board-ca...
Feb 17
GS
$916.04
$933.73 +1.9%
N/A Finnhub News Finnhub - GS
Goldman Sachs Plans to Scrap DEI Criteria for...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Hyatt Chairman Pritzker leaves board over Eps...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
A Look At Goldman Sachs Group (GS) Valuation ...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Goldman (GS) May Find a Bottom Soon, Here's W...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Here’s What Analysts Are Saying About MongoDB...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Goldman Says Software Earnings Estimates Rise...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Should Goldman Sachs ActiveBeta U.S. Large Ca...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Goldman Sachs CEO David Solomon Says the Tech...
Feb 16
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Goldman Sachs Legal Chief Exit Puts Governanc...
Feb 15
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Epstein files fallout: The high-profile peopl...
Feb 15
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Trump Tariffs Backfired, 130,000 Jobs Added I...
Feb 15
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
AAAU vs. SGDM: Direct Gold Exposure or Gold M...
Feb 15
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
AAAU vs. SIL: Comparing Direct & Indirect Exp...
Feb 15
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
AAAU & SLV: Two Precious Metal ETFs That Can ...
Feb 14
GS
$905.14
$933.73 +3.2%
LONG Luigi de Vecchi
Chairman, Capital Markets, Citigroup EMEA
"Financial institutions have expanded their presence in Milan... Last year was the year of the financial services... probably only the beginning of a wave of deals." Milan is transitioning from just a fashion capital to a legitimate financial hub. The combination of political stability and HNWI migration is triggering an M&A super-cycle. Global banks (like Goldman and Citi, mentioned as De Vecchi's former firms) expanding their footprint there will capture advisory fees. LONG. Investment banks with strong European advisory arms will benefit from the "wave of deals." European recession or ECB interest rate volatility dampening deal flow. Bloomberg Markets
Why The Ultra Rich Are Moving to Milan
Feb 14
GS
$905.14
$933.73 +3.2%
LONG Finnhub News SanDisk experienced significant growth and is being considered for continued market leadership. Finnhub - GS
SanDisk Soars 163% in 2026: Can it Be the Mar...
Feb 14
GS
$905.14
$933.73 +3.2%
SHORT Finnhub News The departure of Goldman Sachs' counsel has raised concerns about the firm's governance and risk management practices. Finnhub - GS
Goldman Sachs Counsel Exit Puts Governance An...
Feb 14
GS
$905.14
$933.73 +3.2%
NEUTRAL Finnhub News Goldman Sachs adjusted Finnhub - GS
Goldman Sachs resets PCE inflation target aft...
Feb 14
GS
$905.14
$933.73 +3.2%
SHORT @business Goldman Sachs Group Inc., the bank famously good at managing risk in financial markets, had massively misjudged one facing its own reputation. https://t.co/Z1wvZH92vu @business
Goldman Sachs Group Inc., the bank famously g...
Feb 14
GS
$905.14
$933.73 +3.2%
LONG Luigi de Vecchi
Chairman, Capital Markets, Citigroup EMEA
Milan is attracting wealthy expats due to a flat tax regime and the 2026 Winter Olympics. Real estate is up 38%. Financial firms like Goldman Sachs and Citi (implied via "financial institutions have expanded") are moving personnel there. The influx of high-net-worth individuals drives consumption of luxury goods and high-end services. Ferrari (RACE) and LVMH benefit from the concentration of wealth in Europe. Global banks (GS/C) benefit from the M&A boom and wealth management needs in the region. LONG beneficiaries of the "Milan Boom" (Luxury and Global Banks). Reversal of the Italian flat tax regime in upcoming elections. Bloomberg Markets
Wall Street Week | Rattner on Manufacturing, ...
Feb 13
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Top Stock Reports for Micron Technology, Gold...
Feb 13
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Top Goldman Sachs lawyer resigns over Epstein...
Feb 13
GS
$905.14
$933.73 +3.2%
N/A Finnhub News Finnhub - GS
Goldman Sachs' CEO Says Young Workers Will Re...