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Goldman Sachs (90)
Investment Bank $2500.00B
Lloyd Blankfein (95)
(90) Big Take: Lloyd Blankfein on AI, Private Credit, and Politics
3/1/2026 3:37:04 PM
Lloyd Blankfein discusses the current market environment, the impact of AI, and the risks associated with private credit, emphasizing caution as we approach the late stages of the market cycle.
Blankfein expresses concern over the potential risks in private credit and the late cycle nature of the current market, suggesting a need for caution.
The market is approaching a late cycle phase, and there are significant risks associated with opaque assets like private credit, which could lead to a reckoning.

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OpenAI (85)
Information Technology
Sam Altman (95)
(90) OpenAI CEO on $110B funding round and AI landscape (with Andrew Ross Sorkin)
2/27/2026 7:56:00 PM
Sam Altman announces $110B OpenAI funding with Amazon partnership, sees massive AI demand driving revenue growth, expects continued steep progress toward AGI, and addresses circular financing concerns.

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AI sharp up
Nvidia (85)
Information Technology
Jensen Huang (95)
(90) Nvidia CEO Jensen Huang: AI has gone through a new inflection point
2/26/2026 4:34:22 PM
Nvidia reports strong revenue growth driven by AI demand, highlighting its dominance in the data center market and the transformative impact of AI across industries.
AI is seen as a new industrial revolution affecting all sectors.
Nvidia's strong market position and the broad-based demand for AI technology across various industries indicate significant growth potential.

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BlackRock (95)
Asset Manager $10500.00B
Russ Koesterich (95)
(90) BlackRock on market confusion, tech rotation, and bond rally (with Jonathan Ferro, Lisa Abramowicz)
2/17/2026 7:21:06 PM
yields
In the long term I would be a little bit cautious about this rally in the 10 year, particularly as we get down to 4%. He is commenting on the current rally, expressing caution about its sustainability at these levels, implying a near-term downward direction for yields is overdone.
BlackRock's Russ Koesterich sees the market as confused, with a rotation out of tech driven by sentiment, not economic fear. He is cautious on the bond rally at 4% but sees bonds as a better hedge now than in 2022-23.

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AI infrastructure up
Nvidia (85)
Information Technology
Jensen Huang (95)
(90) Nvidia CEO Jensen Huang: AI is going to fundamentally change how we compute everything
2/6/2026 8:46:03 PM
Jensen Huang discusses the unprecedented demand for AI infrastructure and its implications for the market, emphasizing the transformative potential of AI and the necessity for significant investment in computing resources.
The current AI infrastructure build-out is likened to a gold mine, requiring upfront investment but promising substantial future returns as AI becomes integral to various industries.
The demand for AI is at an all-time high due to its transformative capabilities, leading to a significant infrastructure build-out that is expected to drive cash flows and profits across the tech sector.