Goldman Sachs Group Inc
Here’s a rapid-fire update on what Trump will mean for all 33 portfolio stocks
Here’s a rapid-fire update on all the stocks in Jim Cramer’s Charitable Trust, the portfolio we use for the CNBC Investing Club. During the November Monthly Meeting on Thursday, Jim looked at how Donald Trump’s return to the White House could impact each company — good, bad or not much at all. Apple : If […]
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One week later – A look at the Trump trades gaining momentum and those that are fading
It’s a good time to check in on how the ‘Trump trade’ is doing. The stock market rallied to fresh records after Donald Trump was declared the next U.S. president, with investors betting that his vow to cut taxes and loosen regulation weill foster dealmaking, stimulate the economy and support risk assets. The S & […]
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Trump tariff threat looms large on several Asian countries — not just China — says Goldman Sachs
Donald Trump’s victory in U.S. elections has raised the specter of higher tariffs on China — but it may not be the only Asian country that faces this predicament, according to Goldman Sachs. While the U.S. bilateral trade deficit with China has decreased somewhat since the Trump administration, deficits with other Asian exporters have risen […]
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Bull market revs back up on Trump enthusiasm as traders race to grab small caps, banks and Tesla
Profound change swept across the electoral map on its way to upending Washington, DC, last week. But how much has truly changed for economic and investment conditions? In the last-minute anticipation and then immediate reaction to Donald Trump’s victory on Tuesday, nearly everything broke in favor of risk markets. A quick and decisive election result […]
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These stocks have major upside because of potential Trump policies, analysts say
Wall Street analysts are looking ahead to President-elect Donald Trump’s return to the White House, and many stocks could be poised to benefit. CNBC Pro combed through the most recent Wall Street research to find companies analysts really like heading into 2025 based on potential Trump policies. They include General Motors, Ford Motor, Robinhood , […]
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Europe’s banks brace for tougher competition under Trump 2.0
The lights of Frankfurt am Main’s banking skyline glow in the last light of day. Boris Roessler | Picture Alliance | Getty Images European banks face an even tougher task to close an earnings gap on U.S. rivals, as Wall Street awaits a new era of financial deregulation under a second Donald Trump presidency. Lenders in […]
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Fintechs Upstart and Toast soar on earnings
Chris Comparato, CEO, the Toast, Inc. IPO at the New York Stock Exchange, on September 22, 2021. Source: NYSE Upstart, which uses artificial intelligence to inform online lending decisions, soared 46% on Friday, its best day in over three years. Toast, which sells payments technology to restaurants, jumped 14%, closing at its highest since 2021. […]
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Goldman says buy these stocks that are set to benefit most from Trump tax cuts
As Wall Street gears up for President-elect Donald Trump’s return to the White House, one subset of stocks stands to potentially benefit the most from his plan to cut corporate tax rates, according to Goldman Sachs. Trump’s victory reduces the political uncertainty hanging over stocks and serves as a near-term catalyst to help drive equities […]
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The four best bank stocks to own amid the Trump trade, according to top analyst Graseck
A Donald Trump presidency and Republican-controlled Senate could boost big banks, according to Morgan Stanley analyst Betsy Graseck. To Graseck’s point, financials jumped more than 6% on Wednesday — the sector’s best day since November 2020 — following Trump’s win. Financials were also the top-performing sector on the day as expectations of a deregulatory push […]
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Beyond ASML: Goldman reveals its refreshed list of top European stocks — giving one 50% upside
Dutch tech behemoth ASML has been a favorite among investors in recent years, but Goldman Sachs has adopted a cautious stance on the stock and removed it from its conviction list of top picks. This follows a “weak earnings update” in the third quarter, the investment bank’s analysts wrote in a Nov. 4 research note. […]
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