{
  "generatedAt": "2026-10-08T17:44:57Z",
  "disclaimer": "Analysis and opinion, not investment advice.",
  "kind": "company",
  "slug": "goldman-sachs",
  "name": "Goldman Sachs",
  "ticker": "GS",
  "url": "https://deepstack.ltd/companies/goldman-sachs/",
  "api": "https://deepstack.ltd/api/v1/entities/companies/goldman-sachs.json",
  "summary": "Goldman Sachs appears in Part 10 of The Buildout. Part 10: The Bubble Is in the Denominator.",
  "parts": [
    {
      "part": 10,
      "headline": "The Bubble Is in the Denominator",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "numbers": [],
  "mentions": [
    {
      "part": 10,
      "section": "A cheap top",
      "excerpt": "Mia Silverio of Prof G Markets cited a Goldman Sachs estimate that half of this year’s earnings growth comes from AI investment, even as the other 493 companies grew profits 31.8% in the second quarter.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 10,
      "section": "Who writes the checks",
      "excerpt": "Dell raised its estimate to 57 quadrillion tokens a month by the end of 2028 from 1 quadrillion; a Goldman Sachs figure ran about ten times higher.",
      "url": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/"
    }
  ],
  "sides": [
    {
      "part": 10,
      "question": "who-writes-the-checks",
      "side": "not-the-customers-yet",
      "sideLabel": "Not the customers, yet",
      "claim": "Overall market earnings strength this year hinges on AI investment, since Goldman Sachs estimates half of earnings growth this year will come from AI investment, even though the S&P 493 (excluding the Magnificent 7) grew earnings 31.8% in Q2 2026…",
      "date": "2026-10-05",
      "url": "https://www.profgmedia.com/p/americans-are-turning-on-ai-anthropic",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    }
  ],
  "coverage": {
    "creators": 39,
    "claims": 86,
    "texts": 73,
    "asOf": "2026-10-08"
  },
  "lastUpdated": "2026-10-08",
  "market": {
    "price": 884.74,
    "change": -2.47,
    "changePercent": -0.2784,
    "marketCap": 261004490299,
    "pe": 13.4787,
    "nextEarnings": "2026-10-13",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-08T14:30:50.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}