Goldman Sachs Group, Inc. (The) (GS) news and analysis
ING Groep (ING) is reportedly auctioning $500 million of data center loans, including Stargate debt
Bids are due Nov. 19, and SpaceX default protection just hit a record. Our bond data shows which AI borrowers were already under the most pressure.
Anthropic files for a Nasdaq IPO as ANT, showing $16.3 billion in first-half revenue and an $80.7 billion loss
Most of the loss is an accounting charge. The filing also shows who will control Anthropic and how big its SpaceX computing bill is about to get.
SpaceX (SPCX) plans to lease $40 billion of GPU equipment from an Apollo (APO) entity. The deal hasn't closed yet.
SpaceX's 8-K shows a signed commitment to lease GPU pods from an Apollo-managed entity, with closing expected before year-end. The interest rate is still open.
SpaceX's (SPCX) $40 billion debt deal for Nvidia chips runs into higher borrowing costs
Credit-market turmoil reopened pricing on the deal. SpaceX already carries $12.9 billion of debt from earlier AI equipment leases with a director's firm.
JPMorgan (JPM) sees limited bank risk from CoreWeave's debt as Goldman upgrades CRWV to buy
JPMorgan says bank loans to CoreWeave are well secured and explains how they are built. Goldman, a day earlier, called the slide a buying opportunity.
CoreWeave (CRWV) and seven other AI infrastructure borrowers see bond spreads widen as a Goldman note says credit is ahead of stocks
We compared the same AI borrowers' bonds from Oct. 8 through Oct. 16, and every one widened while JNK barely moved. Now updated with what new debt would cost each borrower.
Nvidia (NVDA) wants insurers to cover part of its chip-backed AI loans. The terms would show what used AI chips are worth.
Nvidia is in early talks to have insurers cover part of the loans backed by its chips. The terms could show what lenders think a used AI chip is worth.
Goldman Sachs (GS) reportedly made over $200 million this year from Leopold Aschenbrenner's fund
Goldman Sachs reportedly earned more than $200 million in fees this year from lending to Leopold Aschenbrenner's Situational Awareness, a fund that nearly collapsed in July and now plans to borrow less.
Bank of America (BAC), Goldman Sachs and 19 other firms plan a joint dollar stablecoin for 2027. Circle (CRCL) and Coinbase (COIN) fell Tuesday.
Twenty-one banks and asset managers committed Tuesday to establish a company that will issue a US dollar stablecoin, with a market launch targeted for the first half of 2027. JPMorgan is not part of it. Circle and Coinbase both fell.
Citadel Securities made a record $7.3 billion last quarter. Jane Street lost $15 billion in July.
Bloomberg reports the market maker more than tripled its second-quarter trading revenue to $7.3 billion, with net income up more than 250%. Jane Street still crossed $40 billion for the year despite a $15 billion July loss tied to Situational Awareness.
The SEC subpoenaed four Wall Street banks over the Situational Awareness meltdown, the New York Times reports
Bank of America, Citigroup, Goldman Sachs and JPMorgan Chase were told to preserve records on Leopold Aschenbrenner's fund as regulators examine trade timing and leverage from its near collapse in July.
Ondas went from 137 million shares to 496 million in a year. BlackRock and Vanguard bought anyway.
Ondas' share count nearly quadrupled in twelve months. Over the same stretch BlackRock built a 38,129,865 share position, its first 5% filing on the company in an EDGAR history running back to 2015, and Vanguard added 6.8 million shares. The private equity firm that sold DZYNE to Ondas now shows up at 5.7%.