The Goldman Sachs Group, Inc.
Discussion of Goldman Sachs focused on its role in financing AI infrastructure and the associated concentration and counterparty risks. Danny Moses said Goldman is deeply involved across hyperscaler equity and debt financing 2, while Ed Zitron included Goldman among banks exposed to data-centre projects whose viability depends on highly leveraged AI demand 6. Goldman research was also cited on Tesla, diesel exports, inflation, and Gulf oil supply 347.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
16 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 8 mentions
- Dan Nathan 2 mentions
- David Lin 2 mentions
- Walter Bloomberg 1 mention
- Cameron Dawson 1 mention
- Lance Roberts 1 mention
- Fiona Cincotta 1 mention
- Deirdre Bosa 1 mention
See what your own voices say about The Goldman Sachs Group, Inc., every morning.
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