Goldman Sachs unveils its 10-year playbook — and AI is at the heart of it

Cyclical forces periodically influence markets, but Goldman Sachs expect long-term drivers to be structural.
Dan Sundheim’s D1 Capital buys AI-linked names in third quarter

Hedge fund D1 Capital started new positions in some stocks tethered to artificial intelligence during the third quarter, a new securities filing shows.
Stock futures are little changed to start the week: Live updates

The moves followed a choppy week in which valuation fears, a rotation within the market and a recalibration of Fed rate cut expectations pressured the AI trade.
New York Fed met with Wall Street firms about key lending facility: FT

The Fed sought feedback from dealers on the use of the central bank’s standing repo facility, a permanent lending tool that acts as a backstop for markets.
A simple reason why the biggest investors say they aren’t worried about AI bubble, tech stock selling

The biggest tech companies in the market have an advantage that didn’t exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.
Boeing targets industrial stability before new output rises

Boeing aims to stabilize aircraft production at current levels before advancing to the next industrial milestones, its top jetmaking executive said on Sunday.
As health insurance costs climb, how to make the most of medical spending before year’s end

Medical expenses are often unpredictable and unwelcome, but there may be some strategies that help lessen the sting of them.
Americans are heating their homes with bitcoin this winter

Winter across the U.S. means big bills for home heating oil, gas and electric furnaces, but in some cases, crypto like bitcoin is paying to keep Americans warm.
Top Wall Street analysts are bullish on these 3 dividend stocks

TipRanks’ ranking service highlights three dividend-paying stocks, including Diamondback Energy and Permian Resources
Earnings playbook: Nvidia, retailers headline the tail end of the season

The earnings season is nearly a wrap, but some of the largest companies are still due to report.