海外研报

GS--Affirm Holdings (AFRM): Communacopia + Technology Conference — Key Takeaways

Moderated by: Will Nance, Payments and Financial Technology, Goldman SachsBottom Line: Overall, mgmt remained confident in the runway ahead of them, with

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

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

GS--ACV Auctions Inc. (ACVA): Communacopia + Technology Conference 2024 — Key Takeaways

Presenters: We hosted ACV Auctions CEO, George Chamoun, and VP of IR &Strategic Finance, Tim Fox, at the Communacopia + Technology Conference.

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