According to CNBC... Goldman flags China healthcare winners as AI capex cools, focusing on diagnostics and software with data moats and margin upside.

According to CNBC... Goldman adds three European stocks, citing agentic AI, data centers, and market growth as upside catalysts, per its September note.

According to CNBC, Goldman Sachs raised its US credit supply outlook as AI capex drives more corporate debt issuance.

According to @CNBC, Goldman Sachs finds AI exposed sectors saw slower job openings growth since H2 2022, strongest in Germany, Australia, and the U.S.

According to @CNBC, Goldman Sachs finds AI pressure highest in finance, legal, and admin roles, with new productivity gains offsetting some job risks.

According to @CNBC, Goldman Sachs named China hardware suppliers set to gain from rising AI server and component exports.

According to @CNBC, Goldman Sachs says Asia FX now tracks AI capex cycles, favoring KRW and TWD on chip exports while JPY and INR lag on yields.

According to @CNBC, Goldman Sachs names Taiwan dollar, Korean won, and Singapore dollar as AI beneficiaries, citing chip export tailwinds.

According to @CNBC, Goldman Sachs and JPMorgan are emerging AI winners by monetizing genAI in trading, research, and client services.

According to @CNBC, Goldman Sachs sees HVAC leader Carrier as a top AI data center winner due to cooling demand and backlog visibility.

According to @CNBC, Goldman Sachs says European halo stocks gain from AI capex, backing suppliers and adopters poised to monetize AI demand.

According to @CNBC, Goldman Sachs says AI capex and an energy supply bust will bolster the U.S. dollar as the yen’s slump extends.

According to @CNBC, SpaceX’s IPO total rose to $85.7B after underwriters exercised the overallotment, expanding capital for Starlink and AI ambitions.

According to @CNBC, Goldman Sachs says Nvidia and select AI leaders still have upside on AI spending and data center demand.

According to Sawyer Merritt, Morgan Stanley sees $3.4T 2040 revenue as SpaceX AI business drives growth; Goldman Sachs projects $160B revenue by 2028.

According to The Rundown AI, OpenAI is starting a $10B venture, while Anthropic formed a $1.5B JV with PE giants to scale enterprise AI adoption.

According to The Rundown AI, Anthropic formed a $1.5B JV to build a consulting arm with Blackstone, H&F, and Goldman Sachs, per the Wall Street Journal.