Goldman Sachs & Samsung Electronics
20 shared events · Importance 8 · Last updated Aug 06, 2026
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Business
Goldman Sachs: Goldman Sachs, through its prime brokerage, reported the record drawdown and noted the largest de-grossing on record. The bank's data highlights the severity of the AI unwind, potentially affecting its prime brokerage revenues.
Samsung Electronics: Samsung Electronics, another major AI hardware chipmaker, is similarly affected by the AI stock rout. The unwinding of crowded positions in the sector is likely to weigh on its share price.
Jul 30, 2026 · 6 articles
International
Goldman Sachs: Goldman Sachs is set to release quarterly results, with investors watching investment banking and trading revenues.
Samsung Electronics: Samsung Electronics fell 10.5% in Seoul, caught in the broader semiconductor rout driven by AI valuation fears.
Apr 20, 2026 · 304 articles
Business
Goldman Sachs: Published report on hyperscaler AI capex, estimating $5.3 trillion through 2030.
Samsung Electronics: Core beneficiary of AI memory demand; record Q2 profit of 89.4 trillion won, but shares fell on profit-taking.
Apr 20, 2026 · 47 articles
Business
Goldman Sachs: Rose after beating earnings expectations.
Samsung Electronics: Fell up to 6% in a single session; reported record profit but failed to satisfy investors.
Apr 20, 2026 · 344 articles
Tech
Goldman Sachs: Goldman Sachs>>> is among the banks testing Anthropic>>>'s Mythos AI, with its CEO emphasizing the need for broader information sharing and guardrails for powerful AI models.
Samsung Electronics: Samsung Electronics>>> has gained access to Anthropic>>>'s Mythos AI model as part of Project Glasswing to enhance its cybersecurity defenses.
May 19, 2026 · 83 articles
International
Goldman Sachs: Reportedly executed the U.S. Treasury's euro sale for yen, playing a role in the intervention; its analysts also commented on the yen's outlook.
Samsung Electronics: Shares fell on Monday after a sharp rally on Friday, reflecting market volatility but not directly related to the intervention.
Jul 30, 2026 · 162 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.
Samsung Electronics: Samsung Electronics shares surged, benefiting from investor enthusiasm for AI-related stocks following Nvidia's announcement.
Apr 26, 2026 · 590 articles
Business
Goldman Sachs: Goldman Sachs raised its price target on Western Digital — Sandisk to $2,200, reflecting confidence in sustained growth.
Samsung Electronics: Samsung is a major memory maker and competitor, benefiting from the same supply shortage but also facing cyclical risks.
Apr 20, 2026 · 95 articles
Domestic
Goldman Sachs: Goldman Sachs posted strong gains, contributing to the positive performance of Dow components.
Samsung Electronics: Samsung Electronics' stock stumbled and tumbled, contributing to the overall decline in the technology sector.
May 28, 2026 · 6 articles
Business
Goldman Sachs: Goldman Sachs forecasts electricity prices will rise 6% in 2026 and 2027 due to AI data center demand.
Samsung Electronics: Samsung, a major memory supplier, benefits from higher prices but faces potential demand weakness in consumer devices.
Jun 17, 2026 · 199 articles
Business
Goldman Sachs: Goldman Sachs provided estimates on the future demand for MLCCs from AI servers, highlighting the growing market imbalance.
Samsung Electronics: Samsung Electronics, as the world's second-largest producer of high-end MLCCs, is directly benefiting from increased demand and rising prices, leading to higher potential earnings.
Jun 02, 2026 · 6 articles
Domestic
Goldman Sachs: Analysts commented on the Treasury's move, noting it may not solve structural issues.
Samsung Electronics: Announced a massive share buyback, boosting its stock and contributing to KOSPI rally.
Aug 19, 2026 · 127 articles
Business
Goldman Sachs: Goldman Sachs acted as a global coordinator for SK Hynix's ADR offering.
Samsung Electronics: Samsung, SK Hynix's domestic rival, saw shares fall 10% on July 13 amid broader chip sector declines. It competes in HBM and conventional memory markets.
Apr 20, 2026 · 247 articles
International
Goldman Sachs: Goldman Sachs analysts predict margin pressure for Europepean STOXX Europe 600-listed companies starting in the second quarter.
Samsung Electronics: Shares in Samsung Electronics slipped, tracking losses in tech shares overnight on Wall Street amid global market uncertainty.
May 05, 2026 · 374 articles
International
Goldman Sachs: Goldman Sachs noted two-sided risks to oil flows and expected normalization if talks continue.
Samsung Electronics: Samsung Electronics's stock fell amid a tech sell-off, despite strong profit forecasts.
Mar 09, 2018 · 1197 articles
International
Goldman Sachs: Goldman Sachs expects Brent to moderate to $80 if Hormuz reopens, but sees upside risks from Red Sea disruptions.
Samsung Electronics: Samsung Electronics saw buying interest in Seoul. It is a tech giant.
Jul 08, 2026 · 472 articles
International
Goldman Sachs: Goldman Sachs provided an analysis of global crude oil stockpiles, indicating the broader market impact of the geopolitical tensions.
Samsung Electronics: Samsung Electronics reported a significant surge in operating profit due to strong sales of AI chips, contributing to a positive sentiment in the tech sector despite broader market struggles.
May 02, 2026 · 472 articles
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