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3 R40 articles on The Goldman Sachs Group, Inc. (GS). Latest, Aug 3, 2026: Two Platform Segments Collapsed. One Was Planned; the Other Was a Customer Leaving.
R40 Coverage
Two Platform Segments Collapsed. One Was Planned; the Other Was a Customer Leaving.
Goldman's Platform Solutions fell 64% and SoFi's Technology Platform fell 23% in the quarter ended 2026-06-30, both inside quarters the rest of the business made look excellent. The declines are the same shape and opposite diagnoses, and the number that separates them is a margin nobody printed.
We Published Four Bank Capital Ratios in One Week. The Highest One Got the Most Sceptical Adjective.
SoFi's CET1 is 18.7% and we called it capital piling up. Bank of America's is 11.2% and we called it real headroom. Both descriptions are correct, and the reason why is the only thing worth knowing about a regulatory ratio.
Goldman Sachs Q2 2026: Record Revenue, EPS Up 92% — And the Stock Got the Memo
Goldman Sachs posted record net revenue, record EPS, and record equities trading, and the stock jumped 9% — the sharpest reward of any big bank this earnings season. We break down why, and what it says about the AI capex cycle.