Goldman Sachs Group is a leading global investment banking, securities, and investment management firm that provides a wide range of financial services to a diverse client base, including corporations, financial institutions, governments, and individuals. The company engages in various activities, including financial advisory services, underwriting of capital market transactions, asset management, and market making in securities and commodities. It is known for its expertise in mergers and acquisitions, risk management, and investment strategy, leveraging its extensive research capabilities and global reach to deliver innovative solutions in an ever-evolving financial landscape. Read More
Super Micro Computer (NASDAQ:SMCI) said demand for artificial intelligence infrastructure remains strong and that its growing order book, broader customer base and expanding portfolio of integrated data-center products support its fiscal 2027 outlook.
Speaking at the Goldman Sachs Communacopia and
NVIDIA (NASDAQ:NVDA) Chief Executive Officer Jensen Huang said the expansion of generative artificial intelligence, combined with the end of Moore’s law, is driving a major increase in demand for computing infrastructure and semiconductors.
Speaking at the Goldman Sachs Communacopia + Technology Co
ServiceNow (NYSE:NOW) outlined its approach to enterprise artificial intelligence, security and workflow automation during a discussion at the Goldman Sachs Communacopia Conference, with Bill McDermott emphasizing the company’s focus on integrating AI agents, data and security controls on a common p
Goldman Sachs reaffirmed Coinbase’s Buy rating and raised its target to $219, citing growth in derivatives, prediction markets, tokenized equities, margin lending, Base and agentic finance.
Applied Materials (NASDAQ:AMAT) CEO Gary Dickerson said demand tied to artificial intelligence and data-center computing is strengthening the company’s near-term and long-term outlook, with the semiconductor equipment maker now approaching 40% revenue growth for 2026 based on its recent communicatio
Salesforce (NYSE:CRM) executives outlined the company’s approach to AI partnerships, Slack monetization and premium product adoption during a Goldman Sachs Communacopia session, emphasizing the role of agents in expanding how customers use its software.
Bill Patterson, Salesforce’s president and ch
Walmart (NASDAQ:WMT) is expanding its advertising business beyond traditional retail media by building self-service tools, broadening its connected-TV capabilities and pursuing more advertising opportunities both inside and outside its shopping ecosystem, Walmart Connect U.S. General Manager Ryan Ma
Walt Disney (NYSE:DIS) Chief Financial Officer Hugh Johnston outlined the company’s priorities around intellectual property investment, technology, streaming engagement and experiences growth during a Goldman Sachs conference appearance.
Johnston said Disney has “very good momentum” and is operatin
AT&T (NYSE:T) Chairman and CEO John Stankey said the company’s strategy remains centered on expanding fiber infrastructure, strengthening its wireless network and using the two services together to drive customer growth, lower churn and improve household economics.
Speaking at the Goldman Sachs
Verizon Communications (NYSE:VZ) CEO Dan Schulman said the company is gaining momentum in its turnaround efforts through a customer-focused strategy, lower promotional spending, cost reductions and an expanding broadband and AI-infrastructure opportunity.
Speaking at the Goldman Sachs Communacopia
Microsoft (NASDAQ:MSFT) Chief Financial Officer Amy Hood said the company’s broad technology stack, enterprise relationships and focus on trust position it to remain relevant as artificial intelligence reshapes software and cloud computing.
Speaking at the Goldman Sachs Communacopia + Technology Co
Snowflake (NYSE:SNOW) executives said artificial intelligence is changing the pace of data migrations, expanding the company’s potential customer base and accelerating adoption of its newer AI products, including its CoCo coding agent.
Speaking at the Goldman Sachs Communacopia Conference, Chief Ex
Rivian Automotive (NASDAQ:RIVN) said early customer and media feedback for its R2 electric SUV has been strong as the company ramps production and works toward broader autonomy capabilities, including supervised point-to-point driving later this year and an eyes-off system targeted for 2027.
Speaki
Arista Networks (NYSE:ANET) executives said the company is investing across its networking portfolio rather than making tradeoffs between AI and data-center switching, software, campus networking and routing, as it works toward its 2026 revenue outlook of $12.6 billion.
Speaking at the Goldman Sach
