Why European stocks are outperforming the US
European equity markets have had a strong start to the year, outperforming their peers on the other side of the Atlantic. Even after the rally, Goldman Sachs Research expects European equities to rise as much as 6% in the next 12 months. Strong fourth-quarter corporate earnings, higher defense spending, and a lack of direct tariffs targeting […]
China’s advances could boost AI’s impact on global GDP
DeepSeek and a handful of other Chinese companies have reportedly developed sophisticated generative artificial intelligence (AI) models at a lower cost than existing offerings. The development may spur faster adoption of AI and help the technology have a larger impact on global economic growth, according to Goldman Sachs Research. The breakthrough challenges the view that prohibitive investment costs are a barrier […]
The global satellite market is forecast to become seven times bigger
As many as 70,000 low earth orbit (LEO) satellites are expected to be launched over the next five years, according to Goldman Sachs Research. Installed at altitudes of 100-1,200 miles, and circling the Earth every 90 minutes, these satellites could supplement cell phone, broadband, maritime, and aviation data requirements. Our analysts’ base-case forecast is for the satellite market to […]