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Source document· January 7, 2026

Should You Buy Goldman Stock as Macro Clarity Rekindles Dealmaking?

View original at finance.yahoo.com
Should You Buy Goldman Stock as Macro Clarity Rekindles Dealmaking? U.S. dealmaking activity was muted in early 2025 as macroeconomic uncertainty and tariff-related concerns weighed on corporate and private equity decision-making…
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  • Goldman Sachs carries Zacks Rank #2 (Buy) rating

    80% confidence

  • Goldman topped global M&A rankings in 2025 by hitting $1.66 trillion in volume, advising on 40 megadeals and achieving market share of 36.4%

    80% confidence

  • OneGS 3.0 is a multi-year overhaul that embeds AI as a core operating capability rather than a standalone tool

    80% confidence

  • Zacks Consensus Estimate for Goldman's 2025 and 2026 earnings implies year-over-year growth of 20.8% and 12.8% respectively

    80% confidence

  • Nearly 69% of respondents describe the M&A environment as strong, and 90% expect deal activity to increase or remain steady

    80% confidence

  • Only 48% of private equity leaders felt confident pursuing M&A in Q1 2025, but confidence surged to 86% by year-end

    80% confidence

  • Asset Management unit intends to expand private credit portfolio to $300 billion by 2029

    80% confidence

  • Company targets mid-term goals of 14-16% return on equity and 60% efficiency ratio

    80% confidence
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Frontier AI Slowdown Call Splits Industry, Rattles Capex-Sensitive Markets
Anthropic's Dario Amodei publicly called for a coordinated global slowdown in frontier AI development, a stance Microsoft echoed with a 'humanist' AI code of conduct, but Nvidia and Meta's CEOs rejected any coordinated pause days later, exposing a widening rift between safety-focused and growth-focused AI leaders. The dispute landed amid growing financial scrutiny of AI infrastructure spending — a hyperscaler capex analysis, FTC warnings against antitrust waivers for AI firms, and an 8.6% single-day stock drop in GE Vernova tied directly to the slowdown remarks — signaling investors are newly nervous about whether the AI capex boom (including Alphabet's projected $701B revenue narrative) can be justified if the pace of development itself becomes contested.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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