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GS UK Today: Powering Up Europe

Powering Up Europe – inflecting demand – Earlier this year, we noted Europe couldsoon experience an inflection in power demand. We now point out something the
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GS Utilities Daily: Power demand is inflecting: 1-1.5% up since the start of the year

Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result,investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this
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Hopper Demand Strong, Blackwell Delays in Rearview

Beat fell short of expectations, which rose sharply into the print but theimportant point is that the Blackwell delay is in the rearview mirror, while
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Argentina Oil & Gas

We review our recommendations on Argentine oil and gas issuers. We continue to like the fundamental story and expansion of Argentina oil and gas names and
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Quick NVDA Recap Call with Harlan @ 8:30am; Positioning; CRM; HPQ, NVDA

ASML: My quick read – A win for the Biden admin, as the Dutch government appears finally to agree in supporting restrictions on maintenance of DUV equipment sold to China before sales restrictions came into place. Minimal
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S&P 500 Dividend WeeklyFor the Week Ended 27-Aug-2024

Breakdown of 2024 Estimated $PX Dividends: Out of 75.0 points ofdividends expected for FY24 by consensus estimates, ~66% (49.8ip) havealready gone ex (realized) to date, another 9% (6,7ip) have been announced butnot yet gone ex-dividend, and
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Capital Market Outlook

Macro Strategy—Taking Stock of the Four Horsemen of U.S. Public Sector Finances:The Four Horsemen of U.S. public sector financing are Demographics, Defense,
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Nomura Quant Insights

Volatility likely to stay high even with the Jackson Hole conference over nowUS Fed Chair Jerome Powell's comments at the Jackson Hole symposium drew attention
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Clarity on Blackwell and Strong Data Center Demand Met with Margin Re-Set; FY2Q EPS Recap

While we expect Nvidia’s FY4Q (January) implied gross marginoutlook in the low-70% range coupled with the company’s growing
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THE EUROZONE ECONOMIC MONITOR

Money data suggest the savings rate is no longer rising, pointing to a pick-up in spending...
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