Three reasons Goldman’s co-head of global banking and markets says to stay invested

Goldman Sachs’ Ashok Varadhan pointed to three reasons for his constructive outlook.

Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure August 11, 2026
Nvidia late Monday announced a partnership with seven Wall Street financial institutions designed to raise more than $500 billion of third-party capital to fund the buildout of AI infrastructure.
Mike Murphy
‘Her bank accounts were stripped bare by Medicaid’: My late friend had $20,000 in credit-card debt. Will her life insurance pay for it? August 11, 2026
“She left behind a 30-year-old son and 32-year-old daughter.”
Quentin Fottrell
Rocket Lab reveals some big plans, but its stock is dropping on mixed earnings August 11, 2026
The company is looking to expand its reach in Europe and building up its backlog.
William Gavin
This is the ZIP code with the hottest housing market in the country right now August 11, 2026
Today’s residential real-estate market is not for the weak, observes one buyer in what Realtor.com is calling America’s hottest ZIP code.
Aarthi Swaminathan
EBay may dodge a GameStop takeover — but there’s a new twist in the Ryan Cohen saga August 10, 2026
Bloomberg says GameStop could propose collaborating with eBay in some way other than a merger. Some analysts doubt whether eBay would benefit much from that sort of deal.
Bill Peters
Archer strikes deal with Boeing in latest bid to transform aviation through AI August 10, 2026
Archer Aviation’s stock is flying higher after the company agreed to buy three business units from Boeing.
Claudia Assis
Apple’s stock could underperform, especially without an ‘all-glass’ iPhone, this analyst warns August 10, 2026
A Jefferies analyst says that it may be harder than it looks for Apple to roll out dramatically more expensive devices in a bid to boost profitability.
William Gavin
Intel plans to sell $15 billion worth of stock after it has risen 400% in a year August 10, 2026
The company said it sees growth opportunities in physical AI, custom chips and advanced packaging.
Britney Nguyen
This Nvidia change could spell good news for Micron August 10, 2026
An analyst says that Nvidia’s move to downgrade some chip capabilities could end up boosting consumption of high-bandwidth memory.
Britney Nguyen
SpaceX’s stock moves above its IPO price for the first time in almost a month August 10, 2026
SpaceX shares have been clawing their way back in recent days but remain well off their highs.
William Gavin