Goldman Sachs Just Dropped Their 2026 Playbook (And It’s Not What You Think)

So Goldman Sachs just released their 2026 investment outlook, and plot twist: they're not telling you to throw more money at the same old AI darlings. Instead, they're basically saying "hey, maybe look somewhere else for once?" Greg Calnon, who co-heads public investing at Goldman Sachs Asset Management, went on CNBC this week with what amounts to investment heresy in 2025: there are actually opportunities outside of mega-cap tech. Wild concept, right? Here's the thing though – he's not wrong. While everyone's ...
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Uncle Sam’s New Side Hustle: Playing Venture Capitalist with Your Tax Dollars

Remember when the government's idea of picking winners was choosing which defense contractor got the next overpriced toilet seat contract? Well, plot twist: Uncle Sam just discovered Silicon Valley and decided to become the world's most powerful venture capitalist. While everyone's obsessing over Nvidia's earnings and whether AI is in a bubble, something way more interesting is happening in Washington. The feds aren't just throwing money at AI companies anymore—they're literally buying chunks of them. And honestly? It's working better than ...
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Google Just Threw Down the AI Chip Gauntlet (And Nvidia Should Be Worried)

Remember when Google was just that search engine your parents used to find recipes? Well, plot twist: they're now coming for Nvidia's lunch money in the AI chip game, and honestly, it's about time someone did. Alphabet (Google's parent company, for those keeping track) just scored a massive win by convincing Meta to ditch some of Nvidia's pricey GPUs for their homegrown Tensor Processing Units (TPUs). And the market? It's absolutely loving it. Google's stock jumped over 13% in a week, ...
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Uncle Sam’s New Side Hustle: Playing Venture Capitalist with Your Tax Dollars

Remember when Silicon Valley VCs were the kingmakers of tech? When getting funded by Andreessen Horowitz or Sequoia was like getting knighted by the tech gods? Well, plot twist: there's a new sheriff in town, and it's wearing a suit, tie, and probably has a security clearance. The U.S. government has quietly become the world's most powerful venture capitalist. And honestly? It's kind of working. While everyone's been obsessing over Nvidia's earnings and whether AI is in a bubble (spoiler: people have ...
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Goldman Sachs Says Stop Obsessing Over Big Tech (And Here’s Where to Put Your Money Instead)

Look, we get it. You've been riding the mega-cap tech wave like everyone else, watching your portfolio grow fat on Apple and Microsoft gains. But Goldman Sachs just dropped some advice that might make you rethink your entire strategy for 2026: it's time to diversify, people. Greg Calnon from Goldman Sachs Asset Management basically said what we've all been thinking but were too scared to admit – the AI party doesn't have to end, but maybe it's time to invite some ...
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Nvidia vs. The Haters: When Your Stock Gets Called the Next Enron

So Nvidia just had to send out a memo basically saying "We're not crooks, we promise!" Which, let's be honest, is never a great look. It's like when your friend insists they're "totally fine" after their third tequila shot – technically possible, but you're keeping an eye on them. Here's the drama: NVDA has been absolutely crushing it, up over 1,000% in three years thanks to the AI gold rush. Everyone and their grandmother wants those sweet, sweet GPUs to power ...
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China’s Bitcoin Mining Comeback: The Plot Twist Nobody Saw Coming

Remember when China "banned" Bitcoin mining back in 2021? Well, plot twist: they're quietly back in the game, and it's actually kind of genius. Here's the tea: while everyone was busy watching the U.S. and Russia duke it out for crypto mining supremacy, China has been sneaking back into the top three like that friend who says they're "totally done with their ex" but keeps sliding into their DMs. The numbers don't lie. China now controls about 14% of global Bitcoin hashrate, ...
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Goldman’s 2026 Playbook: Why Your Portfolio Needs to Stop Playing Favorites

Look, we get it. For the past couple years, your investment strategy has basically been "buy big tech and pray." And honestly? It worked pretty well. But Goldman Sachs just dropped their 2026 outlook, and spoiler alert: they think it's time to branch out a little. Greg Calnon from Goldman Sachs Asset Management basically said what we've all been thinking but were too scared to admit: maybe there's life beyond the Magnificent 7. Revolutionary stuff, right? Here's the thing though – this ...
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