Goldman Sachs Exchanges: September 2026 attention report

Top names · share of all tracked discussion

BABA1 OF 5 ATTRIBUTED IDEAS · 20% OF THE TRACKED CONVERSATION

CEG1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION

QCOM1 OF 5 ATTRIBUTED IDEAS · 20% OF THE TRACKED CONVERSATION

VST1 OF 1 ATTRIBUTED IDEAS · 100% OF THE TRACKED CONVERSATION

Theses first heard here, picked up this month

AI disruption fears overblown for moated incumbentsPICKED UP BY EXCESS RETURNS

Earnings slowdown, not decline, supports marketPICKED UP BY BLOOMBERG SURVEILLANCE, GOLDMAN SACHS EXCHANGES: THE MARKETS

AI CapEx faces a potential 'wobble'PICKED UP BY THE DIVIDEND CAFE, EXCESS RETURNS, WEALTHION - BE FINANCIALLY RESILIENT, BLOOMBERG SURVEILLANCE

AI infrastructure build-out in early inningsPICKED UP BY ANIMAL SPIRITS, BLOOMBERG SURVEILLANCE, THE COMPOUND AND FRIENDS

AI drives 'bring your own power' energy themePICKED UP BY MOTLEY FOOL MONEY, THOUGHTFUL MONEY, TOP TRADERS UNPLUGGED, BLOOMBERG SURVEILLANCE, THE KNOWLEDGE PROJECT

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