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SMCI: GM Headwinds Overshadow Better Revenue Guide

With June-Q GM miss and declining 430bps Q/Q, as well as guiding Sep-Q GM still at a low levelof 12%+, it raises the question of how fast GM ticks up, despite mgmt. guiding for 14% GM exit
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Opportunities in NJA local markets after overshoot

1. Wild price action in Asian local markets post US July employment report.Markets have experienced a sharp de-risking and unwind of carry trades (particularly
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Europe Morning Call: Aug 07, 2024

Click “here” for the GS EUROPEAN EXPRESS: Morning Update and a writtensummary of the Europe Morning Call.
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Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)

The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
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Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)

While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
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Global Tech: Re-calibrating AI server timeframe; updating Global server model and

We recalibrate our AI servers timeframe estimates, moving 2024E shipment to2025E, reflecting the uncertainties in Nvidia’s next-generation products (report link),
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Ratings and Target Price Changes - August 7, 2024 as of 5:30 AM ET

Macro/Globaln Asia-Pacific Portfolio Strategy, Moe: Weathering summer storms
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GS EUROPEAN EXPRESS: New Idea: Buy Saudi Aramco

New Idea: Buy Saudi AramcoSaudi Aramco – up to Buy – Aramco stands out from the rest of the industry on
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GS UK Today: Glencore H1 Results | ITM Power | UK Retail | US Macro

Earnings First Take: Glencore Glencore - 1H first take - Revenue came in much higher primarily due to higher
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GS Utilities Daily: Siemens Energy: Solid Q3 numbers, cash flow guidance upgraded

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,
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