Goldman Sachs & Meta Platforms
42 shared events · Importance 6 · Last updated Aug 23, 2026
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Business
Goldman Sachs: Goldman Sachs increased its capex forecast for hyperscalers and expects private capital to play a larger role in financing the AI-driven data center boom, indicating its analysis and projections are central to this event.
Meta Platforms: Meta Platforms is one of the four largest hyperscalers whose combined capex forecast was increased by Goldman Sachs, indicating significant investment in AI data centers.
Jun 03, 2026 · 6 articles
Business
Goldman Sachs: Goldman Sachs is a partner and reportedly in talks with investors to structure the financing. The bank aims to create a market for credit backed by Nvidia compute.
Meta Platforms: Meta entered a deal with BlackRock to finance a data center in Texas, illustrating the parallel AI infrastructure financing activities.
Jul 25, 2026 · 81 articles
Business
Goldman Sachs: Goldman Sachs informed staff of potential job cuts and a hiring slowdown in October as it adopted AI, indicating a similar trend in the broader banking sector.
Meta Platforms: Meta Platforms, Facebook's owner, is cutting thousands of jobs as it invests heavily in AI projects, demonstrating the impact of AI on employment across sectors.
May 19, 2026 · 57 articles
Business
Goldman Sachs: Goldman Sachs rewarded its CEO David Solomon for a 57% gain in shares and increased earnings per share, and for selling its Apple Card portfolio.
Meta Platforms: Meta Platforms' CEO Mark Zuckerberg's compensation is largely attributed to security and corporate aircraft expenses.
May 27, 2026 · 7 articles
Business
Goldman Sachs: Goldman Sachs is a joint book-running manager, benefiting from the deal's size and investor demand.
Meta Platforms: Meta sold $25B in bonds earlier this year, part of the broader tech debt wave for AI infrastructure.
Jul 07, 2026 · 7 articles
Business
Goldman Sachs: Goldman Sachs is the central entity, launching the platform to expand its private market offerings and capitalize on growing client demand.
Meta Platforms: Meta Platforms (Facebook) is mentioned as a past example of a private company where Goldman brokered direct stakes ahead of its IPO.
Jul 21, 2026 · 7 articles
Business
Goldman Sachs: Dina Powell previously spent 16 years in senior leadership at Goldman Sachs, which is mentioned as part of her extensive finance background.
Meta Platforms: Meta Platforms appointed Dina Powell as president and vice chairman to guide its strategy and multi-billion-dollar investments, particularly in AI and infrastructure, and to strengthen ties with the United States government.
Jan 12, 2026 · 6 articles
Tech
Goldman Sachs: Goldman Sachs noted Chinese AI models are reaching a critical stage for wide adoption, reflecting growing market acceptance.
Meta Platforms: Meta signed an open letter supporting open AI models, which may indirectly support the open-source ecosystem.
Jul 25, 2026 · 35 articles
Business
Goldman Sachs: Goldman Sachs>>> is working with OpenAI>>> on its potential IPO, indicating its role as an adviser in the listing process.
Meta Platforms: Meta is mentioned as a company that defined the internet and mobile eras, providing a benchmark for OpenAI's growth rate.
May 20, 2026 · 212 articles
Business
Goldman Sachs: Goldman Sachs reiterated its Buy rating and increased its price target for AMD.
Meta Platforms: Meta's plan to sell access to its AI computing power sparked fears of overcapacity in the AI chip industry.
Jul 06, 2026 · 6 articles
Business
Goldman Sachs: Goldman Sachs is one of the lead bookrunners for SpaceX's IPO.
Meta Platforms: Meta Platforms>>> is referenced for its dual-class share structure, similar to what SpaceX>>> will employ, and as a comparison for revenue metrics.
Apr 20, 2026 · 457 articles
Business
Goldman Sachs: Published report on hyperscaler AI capex, estimating $5.3 trillion through 2030.
Meta Platforms: Hyperscaler investing heavily in AI, driving demand for Samsung's memory chips.
Apr 20, 2026 · 47 articles
Regulatory
Goldman Sachs: Goldman Sachs imposed limits on Claude Code use, likely due to data security and licensing considerations.
Meta Platforms: Meta restricted internal use of Claude Code, citing unspecified concerns, contributing to the broader trend of companies limiting Anthropic's tool.
Apr 20, 2026 · 37 articles
Business
Goldman Sachs: Goldman Sachs forecasts electricity prices will rise 6% in 2026 and 2027 due to AI data center demand.
Meta Platforms: Meta's AI infrastructure spending adds to memory demand, potentially raising costs for its hardware products.
Jun 17, 2026 · 199 articles
Business
Goldman Sachs: Rose after beating earnings expectations.
Meta Platforms: Less directly impacted; part of hyperscaler spending.
Apr 20, 2026 · 344 articles
Domestic
Goldman Sachs: Analysts commented on the Treasury's move, noting it may not solve structural issues.
Meta Platforms: Mentioned as a major corporate bond issuer, contributing to supply pressures.
Aug 19, 2026 · 127 articles
Business
Goldman Sachs: Goldman Sachs participated in the syndicate.
Meta Platforms: Meta is an investment-grade customer with contracted revenue contributing to Nebius's $40B+ backlog.
Jul 17, 2026 · 10 articles
Business
Goldman Sachs: Goldman Sachs>>> is acting as a joint book-running manager for Alphabet Inc.>>>'s underwritten offerings and as a placement agent for the private placement with Berkshire Hathaway>>>.
Meta Platforms: Meta Platforms is mentioned as a competitor in the Artificial intelligence space, investing heavily in data centers and chips.
May 23, 2026 · 103 articles
Regulatory
Goldman Sachs: Goldman Sachs forecasts massive AI spending, indicating the scale of the industry.
Meta Platforms: Meta's data center project in El Paso faces community opposition, and the regulatory environment may complicate its development.
Jun 30, 2026 · 151 articles
Business
Goldman Sachs: Goldman Sachs was a lead banker in the SpaceX IPO, playing a crucial role in the offering and benefiting from the associated fees.
Meta Platforms: Meta Platforms' 2012 debut is mentioned as a cautionary tale of technical failures that exchanges and underwriters are keen to avoid with the SpaceX IPO.
Mar 09, 2018 · 538 articles
International
Goldman Sachs: Goldman Sachs raised its oil price forecasts for the fourth quarter, citing reduced output from the Middle East due to the ongoing situation.
Meta Platforms: Meta Platforms is scheduled to release earnings this week, contributing to the market's focus on corporate news flow.
Apr 26, 2026 · 590 articles
Tech
Goldman Sachs: Goldman Sachs>>>'s CEO, David Solomon, shares a similar view to Sam Altman>>>'s revised stance, suggesting a broader industry trend of tempering AI job apocalypse fears.
Meta Platforms: Meta Platforms>>> is mentioned for its recent layoffs and adoption of AI tools, illustrating the ongoing debate about AI's impact on employment.
May 26, 2026 · 70 articles
Regulatory
Goldman Sachs: Reported that data centers will account for 40% of electrical demand growth over the next decade, cited as evidence of the strain on grids.
Meta Platforms: Meta's data center construction in United States — Cheyenne, Wyoming was linked to contamination of the town's recycled water system, highlighting environmental concerns.
Jul 14, 2026 · 192 articles
Business
Goldman Sachs: Goldman Sachs is mentioned as a source predicting a 24x increase in token consumption, supporting the demand for AI infrastructure that Oracle is capitalizing on.
Meta Platforms: Meta Platforms is mentioned as a customer of Oracle's AI infrastructure.
Jun 14, 2026 · 30 articles
International
Goldman Sachs: Goldman Sachs expects Brent to moderate to $80 if Hormuz reopens, but sees upside risks from Red Sea disruptions.
Meta Platforms: Meta is reporting earnings this week, with market scrutiny on AI investments.
Jul 08, 2026 · 472 articles
Business
Goldman Sachs: Goldman Sachs projects significant AI revenue for SpaceX by 2030, supporting its high valuation.
Meta Platforms: Meta's IPO history is used as a comparison for SpaceX's post-IPO performance.
Jun 18, 2026 · 319 articles
International
Goldman Sachs: Goldman Sachs provided an analysis of global crude oil stockpiles, indicating the broader market impact of the geopolitical tensions.
Meta Platforms: Meta Platforms posted forecast-busting earnings, contributing to the positive sentiment in the tech sector amidst the broader market downturn.
May 02, 2026 · 472 articles
Business
Goldman Sachs: Dina Powell previously spent 16 years at Goldman Sachs as a partner, contributing to her extensive experience in global finance.
Jan 12, 2026 · 6 articles
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