'Hellman & Friedman Explores Sale Of Applied Systems At Up To $10B; Hellman & Friedman Is Working With JPMorgan, Goldman Sachs On The Sale, Sources Say' - Reuters Exclusive

Why Meta Platforms Stock Reversed Today

Meta stock gained 4.5% yesterday on optimism about its new Muse AI agent but fell 3.4% today after Goldman Sachs warned that AI hyperscalers face profitability challenges. While hyperscalers are spending $800 billion this year and $1.1 trillion next year on capital investments, they need to generate $300 billion annually just to break even and $1 trillion annually for decent profits. Goldman suggests investors monitor earnings from AI service customers to gauge whether hyperscalers can achieve profitability.

Wells Fargo Maintains Overweight on Goldman Sachs Group, Lowers Price Target to $1175

Wells Fargo analyst Mike Mayo maintains Goldman Sachs Group (NYSE:GS) with a Overweight and lowers the price target from $1325 to $1175.

Reported Earlier, 'US Fed plans to raise bank oversight thresholds, sources say' - Reuters Exclusive

https://www.reuters.com/legal/transactional/us-fed-plans-raise-bank-oversight-thresholds-sources-say-2026-09-25/

Federal Reserve Board Seeks Public Comment On Proposals For Stablecoin Rules Under GENIUS Act, Requiring Full Reserve Backing And Capital Standards For Supervised Issuers

https://www.federalreserve.gov/newsevents/pressreleases/bcreg20260924a.htm

'JPMorgan Tweaks Data-Sharing Notices in Battle With Fintechs' - Bloomberg

Why Genius Sports Shares Jumped Today

Genius Sports Ltd shares surged nearly 8% after JPMorgan initiated coverage with an 'overweight' rating and $8 price target (26% upside). The investment bank highlighted the company's strong revenue growth and improving profitability. Despite the gain, GENI remains down 50% over the past year, presenting potential value for investors.