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After Waller's hawkish comments, Goldman Sachs raises rate hike expectations: May raise rates two more times, with a 25 basis point increase in December
Goldman Sachs Chief Economist Jan Hatzius stated that the Federal Reserve might opt to raise interest rates two more times, rather than only once in December.
OpenAI revenue shrinks by 18 billions USD, triggering a plunge in chip stocks
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Goldman Sachs maintains a Buy rating on Dell, highlighting that its AI server deliveries are 4-6 weeks faster than industry peers, supporting its premium. The report warns of potential memory supply shortages in 2027 and emphasizes that storage attach rates and operational leverage are key to margin expansion, while enterprise AI adoption is still in its early stages.
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