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Goldman Sachs

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Headlines · 7

  1. AI bubble debate: Dalio warns of burst, Novogratz says it's still early

    Speaking at the Greenwich Economic Forum and in Singapore, Galaxy Digital founder Mike Novogratz called AI "the biggest bubble in our lifetime" while still urging investors to buy in now; Bridgewater founder Ray Dalio countered that it is a "classic bubble" near its breaking point, citing rising rates and AI firms shifting from equity to debt financing. "Black Swan" author Nassim Taleb argued the real fault line is in the bond market. Goldman Sachs data cited in the piece puts AI-related stocks at 42% of S&P 500 market value, above the 41% peak of the 1999 tech bubble.

    36氪 人工智能 · 🔥 9
  2. PIMCO, Goldman, Barclays discuss who finances AI's next investment cycle

    At Bloomberg's Future of Fixed Income 2026 conference in New York, PIMCO's Lotfi Karoui, Goldman Sachs' Amanda Lynam and Barclays' Brad Rogoff joined Bloomberg's Romaine Bostick to discuss how AI's large capital spending cycle will be financed and where risks and opportunities may emerge in credit markets. The panel did not disclose new financing figures or specific deals.

    Bloomberg Technology · 🔥 8
  3. Tencent reportedly weighs up to $5B offshore bond sale to fund AI push

    Tencent Holdings is considering an offshore bond sale of up to $5 billion, potentially denominated in US dollars and offshore renminbi and possibly launched as early as this month, according to reports citing people familiar with the matter; the use of proceeds is not yet settled and Tencent has not commented. It would follow a roughly $4.7 billion offshore bond issue in June, the company's largest since 2020. Tencent's capital expenditure jumped to 52.8 billion yuan in the June quarter, which management described as strategic upfront spending on AI infrastructure.

    DoNews · 🔥 12
  4. Goldman exec: new bankers manage AI agents from day one, middle managers in limbo

    Goldman Sachs executive Kevin Sneader said young recruits now start their careers managing AI agents instead of spending years on entry-level administrative work, describing the tools as a "virtual army" they must make the most of. With agentic AI absorbing routine tasks, entry-level roles are disappearing and graduates move straight into oversight, while the outlook for existing middle managers is unclear — "we don't quite know what's going to happen to that group," Sneader said.

    Bloomberg Technology · 🔥 11
  5. Broadcom said to arrange over $50B financing for OpenAI custom AI chips

    The Wall Street Journal, citing people familiar with the matter, reports that Broadcom is working to arrange more than $50 billion in financing for the custom AI chips it is co-developing with OpenAI, with Apollo Global Management and Blackstone among lenders in talks; a Taiwan TechNews report puts the figure at roughly $30 billion and says formal financing has not begun, with terms and timing still subject to change and both companies declining to comment. The reports also say Oracle is in talks with Apollo and Goldman Sachs to finance a large chip purchase, after Broadcom launched a $60 billion debt financing for Anthropic's AI build-out.

    Bloomberg Technology · 🔥 24
  6. Kling AI Reportedly Prepares Hong Kong IPO, Testing Kuaishou’s Valuation

    Kling AI has reportedly selected CICC, Goldman Sachs and UBS to prepare a Hong Kong IPO that could raise at least $1 billion, with a target as early as 2027; the timing and size may change. The analysis argues that a separate listing could give AI-video investors a direct investment option while forcing Kuaishou Technology to justify the value of its advertising, e-commerce and livestreaming businesses, as well as its capital allocation.

    36氪 人工智能 · 🔥 6
  7. Kling AI picks CICC, Goldman Sachs, UBS for $1B-plus Hong Kong IPO

    Kling AI, the AI video generation unit spun out of Kuaishou Technology, has selected China International Capital Corp., Goldman Sachs and UBS to work on a Hong Kong initial public offering that could raise at least $1 billion, Bloomberg reported via The Information, with a listing targeted as soon as next year. TMTPost said the target is as early as 2027, while AIbase said 2026; Kling has not publicly commented and timing and size remain subject to change. TMTPost reported Kling revenue of more than 850 million yuan in the second quarter of 2026, up over 200% year on year, while Kuaishou group revenue rose 1.4% to 35.535 billion yuan; after a July 2026 capital increase, Kuaishou entities retained roughly 68% of the restructured Kling entity and a majority of voting power.

    The Information · 🔥 10

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