Goldman Sachs raised CoreWeave target price 97% to $120 while maintaining Neutral rating on July 29. FY25 revenue projected at $5.008B (+161%), backed by $15.9B OpenAI contract portfolio. Company faces customer concentration risk, 6x net debt/EBITDA leverage, and 50% depreciation pressure. Balancing $400B AI infrastructure opportunity against intensifying competition.

Goldman Sachs released first-take analysis on Amazon Q2 2025 earnings July 31st. Revenue hit $167.7B (+13% YoY) beating estimates, operating income reached $19.2B vs $16.8B expected. AWS revenue $30.9B (+17%) slightly below investor expectations elevated by competitor performance, with weaker-than-estimated profitability. Advertising revenue $15.7B (+23%) standout performer. Q3 guidance optimistic but Goldman expects muted stock reaction, maintains Buy rating with $220 target. Focus on supply chain tariff adaptation and AI investment outlook.

 Goldman Sachs' July 31 research reveals Apple's Q3 beat across metrics: EPS $1.57 vs est. $1.43, revenue $940B with iPhone at $446B significantly exceeding forecasts. Key inflection: Services growth accelerated to 13% with 75.6% gross margin, second-highest on record. Goldman maintains Buy rating, $251 target on 30x NTM PE. Core thesis: Services to drive majority of gross profit growth over next five years, "Apple-as-a-Service" model taking shape, ecosystem resilience offsetting hardware cyclical headwinds. Key risks: weakening consumer demand, supply chain disruption, intensified competition.

US Q2 GDP growth of 3% driven by trade distortions, real private demand up only 1.2% - lowest since late 2022. Historic Fed dissent as two governors openly oppose rate hold. Meta's $72B and Microsoft's $30B AI bets pay off, but traditional entry jobs vanish with 30% surge in application competition. Ford loses $800M to tariffs, Nissan faces fourth consecutive quarterly loss with $2B annual tariff bill. Data center power demand explodes to 40GW triggering cost crisis.

US Q2 GDP growth of 3% conceals structural issues with private demand rising only 1.2%, the lowest since 2022. Fed shows internal dissent as two officials vote for rate cuts. Meta and Microsoft convert AI investments into revenue growth while entry-level jobs face disruption. Tariffs hit Ford with $800M costs causing losses. Hermès defies luxury slowdown. Data centers demand 40GW power sparking infrastructure debates. Autonomous trucks achieve nighttime breakthrough with 11-second obstacle detection advantage.

Goldman Sachs' July 31 report shows CATL's Q2 net profit of RMB 16.5bn beat expectations by 34%, but battery unit gross profit pressured to RMB 135/kWh. Intensified domestic competition delays margin trough to 2026. Company increases capex to 24% for market share gains, solid-state battery production targeted for 2027. Goldman maintains A-share "Buy" at RMB 328, downgrades H-share to "Neutral" at HKD 436, forecasting 24% EPS CAGR 2024-2030.

Goldman Sachs July 30 report reveals Meta's Q2 2025 revenue hit $47.52B, exceeding estimates with 22% YoY growth driven by resilient core advertising. Despite maintaining Buy rating with $775 target, Goldman warns of accelerating 2026 expense growth as massive AI and metaverse investments may pressure margins, amid intensifying competition and regulatory risks.

Goldman Sachs Week 30 2025 report shows NEV sales grew 10% to 236K units, yet penetration dropped from 55.2% to 53.6%. BYD maintains 25% market share leadership while NIO and XPeng achieved 28% and 25% week-over-week growth respectively. ICE vehicle surge of 17% drove penetration decline. Trade-in policy received 4.1M applications with 45K daily additions. Battery-grade lithium carbonate rose 8% to ¥73K/ton while battery cell prices remained stable.