ADVFN US – Market Content Editor
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Goldman maintains bullish gold outlook as central bank buying forecasts rise
Goldman Sachs has reaffirmed its positive stance on gold, keeping its year-end forecast of $5,400 per troy ounce after increasing its estimates for central bank demand and predicting that official-sector purchases will continue accelerating throughout the remainder of 2026. The investment bank revised its internal tracking model for central bank gold demand after concluding that…
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Evercore’s Emanuel sees path for S&P 500 to reach 9,000 in bullish AI-driven scenario
Evercore ISI strategist Julian Emanuel has established a year-end 2026 base-case target of 7,750 for the S&P 500, while also assigning a 30% probability to a bullish scenario in which the index climbs to 9,000, fueled by artificial intelligence-driven strength in technology, communication services and consumer discretionary sectors. In a client note released Monday, Emanuel…
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Mobix Labs to Acquire U.S. Rare Earth and Critical Minerals Company
What happens when a defense aerospace technology company moves directly into the rare earths and critical mineral supply chain? Today we’re looking at Mobix Labs, a NASDAQ (MOBX) listed company built around advanced connectivity, aerospace and defense technologies, and its planned acquisition of Special Project Delivery. I’m Ricki Lee and joining me on this episode…
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Capital Formation, Commodity Cycles & AI Market Growth
In this May 2026 edition of Market This Month, Anna Serin and Bruce Campbell discuss the sharp rebound in global markets following March volatility and examine the sectors currently driving investor momentum. The conversation covers the continued strength of the technology sector, renewed interest in commodities including gold, silver, lithium, rare earths, and energy, and…
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Wolfe Research Turns More Defensive on Risk Assets as Yield Pressures Build
Rising Tension Between Bonds and Equities Wolfe Research economist Stephanie Roth has adopted a more cautious stance toward risk assets, arguing that the growing disconnect between climbing bond yields and resilient equity markets may become increasingly difficult to maintain. In a client note published over the weekend, Roth said Wolfe Research has also revised its…
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Goldman Sachs explains why stocks continue rallying despite Hormuz disruption and stagflation fears
Strong earnings growth continues to support global equities Global equity markets are continuing to trade near record highs even as the Strait of Hormuz remains closed and concerns about slowing growth alongside persistent inflation intensify, according to Goldman Sachs. In a note led by strategist Peter Oppenheimer, Goldman said the main force supporting equities is…
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RBC Says Any S&P 500 Pullback May Be Limited to 5%-10%
RBC Capital Markets has established a 12-month target of 7,900 for the S&P 500, implying potential upside of about 7.7% from levels seen in early May, while warning that shorter-term market setbacks remain possible despite its generally positive outlook. Lori Calvasina, head of U.S. equity strategy at RBC Capital, said the bank does not expect…
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Citigroup Sees Server CPU Market Reaching $132 Billion by 2030 as Intel Retains Leadership
Agentic CPUs Expected to Drive Explosive Industry Growth Citigroup expects the global server CPU market to grow to roughly $132 billion by 2030, compared with an estimated $29.3 billion in 2025, with much of the expansion expected to come from emerging agentic CPU demand. According to the brokerage, traditional general-purpose CPUs are projected to expand…
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Dow Hits Record as PC Makers, Chipmakers Rally Into Memorial Day Weekend
U.S. stocks closed higher on Friday as strength in technology and health care names lifted the major indexes into the long Memorial Day weekend. The Dow Jones Industrial Average set a fresh all-time high, while the S&P 500 notched its eighth consecutive winning week — the longest such streak since late 2023. Investors weighed record-low…
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Goldman warns broader energy shock could strengthen dollar and weigh on Europe
Goldman Sachs strategists said the U.S. dollar may be gradually building upward pressure beneath the surface, arguing that a wider energy shock could undermine European growth and drive renewed strength in the greenback. Although the trade-weighted dollar has remained broadly stable in recent months, the bank said that headline performance masks more significant moves underneath…