海外研报

GS--Atlassian Corp. (TEAM): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Atlassian’s SVP of Enterprise and Platform Tiffany To as partof our Communacopia + Technology conference.

GS--Pinterest Inc. (PINS): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted CEO Bill Ready at the Communacopia + TechnologyConference.

GS--Peloton Interactive Inc. (PTON): Communacopia + Technology Conference — Key Takeaways

Presenter: We hosted CFO Liz Coddington at the Communacopia + TechnologyConference.

GS--PAR Technology Corp. (PAR): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remains confident in the direction of the QSR industry,

GS--Nvidia Corp. (NVDA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: Mr. Jensen Huang, Founder, President and CEOBottom line: Mr. Huang discusssed, 1) The trend toward densification and

SocGen - Market Wrap-up - Is it time to rethink our credit view.

The markets had a positive start to the session ahead of the US CPI numbers, with equity indices gaining around half a percentage point and sovereign bond yields falling by a

SocGen - Fixed Income Weekly - Easing into it

The ECB delivered a second 25bp cut in the DFR and confirmed its data-dependent approach for upcoming meetings. Inflation is projected to return to target in late 2025,

GS--Communacopia + Technology Conference 2024 — Key Takeaways4

Gen-AI supporting continued product growth, operational efficiency.Management highlighted the various ways Gen-AI is being utilized. Internally,

GS--Norway: Norges Bank Preview — A Hold Now But Dovish Tilt Coming

BOTTOM LINE: August inflation in Norway was notably below Norges Bank’sexpectations, with core services inflation falling to its lowest value since August

GS--Communacopia + Technology Conference — Key Takeaways02

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, management was optimistic about strategic shifts in the