{
  "generatedAt": "2026-10-22T03:46:57Z",
  "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 is named in 1 Part of The Buildout, most recently 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": "everyone-soon",
      "sideLabel": "Everyone, soon",
      "claim": "Aurelion Research treats sharply rising third-party token forecasts — Dell moving from 1 quadrillion to 57 quadrillion tokens per month by end-2028, and a Goldman Sachs estimate roughly 10x Dell's revised number — as showing AI usage growing far…",
      "date": "2026-09-11",
      "url": "https://read.aurelionresearch.com/p/in-conversation-nvidia",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-bubble-is-in-the-denominator/",
      "sidesUrl": "https://deepstack.ltd/sides/the-bubble-is-in-the-denominator/"
    },
    {
      "part": 16,
      "question": null,
      "side": "the-loan-is-a-bridge",
      "sideLabel": "The loan is a bridge",
      "claim": "On circularity fears: recent third-party capital from Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR was independently underwritten apart from one another and replaces Nvidia's balance sheet rather than merely extending it, which…",
      "date": "2026-08-12",
      "url": "https://taekim.substack.com/p/nvidia-is-speedrunning-the-creation",
      "linkVerified": true,
      "storyUrl": "https://deepstack.ltd/stories/the-seller-holds-the-paper/",
      "sidesUrl": "https://deepstack.ltd/sides/the-seller-holds-the-paper/"
    }
  ],
  "coverage": null,
  "lastUpdated": "2026-10-22",
  "market": {
    "price": 904.72,
    "change": 19.91,
    "changePercent": 2.2502,
    "marketCap": 263428596246,
    "pe": 12.8402,
    "nextEarnings": "2027-01-19",
    "exchange": "NYSE",
    "currency": "USD",
    "asOf": "2026-10-21T20:00:03.000Z",
    "source": "Financial Modeling Prep",
    "sourceUrl": "https://financialmodelingprep.com",
    "note": "Delayed quotes."
  }
}