$GS (+0,54 %) According to a regulatory filing released yesterday, it holds 28.28% of the voting rights in the housing group LEG Immobilien $LEG (+0,4 %) . The vast majority of these consist of financial instruments such as call options on shares. The 5% threshold was already exceeded on October 20. On the same day, Grand City announced that it had acquired 20.04% of LEG’s shares from financial investors and intended to increase its stake to 29.9% if necessary. These developments may be related. According to information the “Handelsblatt” obtained from financial circles, Goldman Sachs did not purchase the shares for itself but on behalf of a client. “Experts suspect that Goldman Sachs is supporting GCP in its investment in LEG and is acting as a so-called financial intermediary,” the newspaper writes.

So, who is it acting for $GS (+0,54 %) ? :)

I see a takeover bid coming soon. Is this a good trade opportunity? What does the community think?

$MC (-0,52 %)
$JPM (+0,84 %)
$GS (+0,54 %)
$C (+0,94 %)
$UNH (-0,44 %)
$JNJ (+0,45 %)
$DPZ (-1,43 %)
$WFC (+0,71 %)
$ASML (+2,02 %)
$BAC (+1,41 %)
$BLK (+1,13 %)
$MS (+1,03 %)
$STT (+0,61 %)
$TSM (-0,13 %)
$IBKR (-0,07 %)
$SU (+1,26 %)

Monday, October 12

🇯🇵 All day: Tokyo Stock Exchange closed (Sports Day)

🇺🇸 All day: U.S. bond markets closed (Columbus Day – U.S. stock markets open as usual, with lower liquidity)

Tuesday, October 13

🇩🇪 8:00 a.m.: Consumer Price Index (CPI) for Germany (September, final)

🇺🇸 2:15 p.m.: ADP Employment Report

Wednesday, October 14

🇨🇳 3:30 a.m.: Consumer Price Index (CPI) & Producer Price Index (PPI) for China (September)

🇺🇸 2:30 p.m.: U.S. Consumer Price Index (CPI) & Core Rate (September) – The week’s most important event for interest rates, the U.S. dollar, and indices 🌶

Thursday, October 15

🇬🇧 8:00 a.m.: Gross Domestic Product (GDP) UK (August)

🇺🇸 2:30 p.m.: U.S. Retail Sales (September) 🌶

🇺🇸 2:30 p.m.: U.S. Producer Prices (PPI) (September)

🇺🇸 2:30 p.m.: U.S. Initial Jobless Claims

🇺🇸 2:30 p.m.: Philadelphia Fed Index (October)

Friday, October 16

🇪🇺 11:00 a.m.: Eurozone Consumer Price Index (CPI) (September, final) 🌶

🇺🇸 3:15 p.m.: U.S. Industrial Production & Capacity Utilization (September)

$UNH (-0,44 %)
$JPM (+0,84 %)
$GS (+0,54 %)
$WFC (+0,71 %)
$DMP (+0,37 %)
$JNJ (+0,45 %)
$ASML (+2,02 %)
$2330
$MS (+1,03 %)
$FAST (+0,09 %)
$AA (+0,6 %)
$WISE (+0,7 %)

$IREN (-4,59 %)

New institutional purchases from recent SEC filings (as of June 30, 2026):

Goldman Sachs $GS (+0,54 %)

33,639,454 shares (approx. $1.5 billion) / 9.4%

→ Filed as a passive major shareholder (Schedule 13G)

Norges Bank (Norway’s sovereign wealth fund)

5,197,774 shares (approx. $238 million) / ~1.4%

→ Entirely new position

JP Morgan $JPM (+0,84 %)

2,699,785 shares (approx. $124 million) / ~0.75%

→ +45.8% from the previous quarter (+approx. 850,000 shares)

BIT Capital

approx. 7,000,000 shares / ~1.9%

→ IREN remains the largest portfolio position

Geode Capital

approx. 2,500,000 shares (approx. $114 million) / ~0.7%

Unfortunately, the exact position sizes from Q1 cannot be determined; nevertheless, it is noteworthy how heavily institutions $IREN (-4,59 %) have been buying shares.

What does the new "Compute Financing Platform" from $NVDA (-0,79 %) , $BX (+2,12 %)
$BLK (+1,13 %)
$GS (+0,54 %) and $KKR (+2,4 %) actually mean?

According to the announcement, the six firms will work with NVIDIA to establish capital pools from which NVIDIA customers—primarily leading AI labs and AI cloud providers—can finance the construction of data centers. NVIDIA itself explicitly describes its computing power as an investable asset.

Until now, data center operators have paid for their GPUs using equity or traditional corporate loans. Here, the computing power itself becomes the collateral: investors finance the hardware, secured by the facilities and by the contractually agreed-upon payments from users. Goldman Sachs CEO David Solomon speaks specifically to this in the press release—creating a market for loans secured by NVIDIA computing power. This model is already familiar from traditional infrastructure: airplanes, cell towers, and solar farms.

The bottom line is that this structure solves a real problem: The bottleneck in AI expansion is increasingly not demand, but rather its financing—and external capital is now available to address this. Nevertheless, it’s important to take a critical look at this: Anyone who helps organize capital pools whose purpose is to purchase their own products makes it harder to identify organic demand, which in turn represents the main risk of the AI boom.

Reference to the following article: https://nvidianews.nvidia.com/news/nvidia-partners-with-apollo-blackrock-blackstone-brookfield-goldman-sachs-and-kkr-to-establish-ai-compute-infrastructure-financing-platforms-to-mobilize-over-500-billion-of-third-party-capital

As every Sunday, the most important news from the past week, as well as the most important dates for the coming week.

Also as a video:

https://youtube.com/shorts/21xqwzbxw48?is=zGsPQgv-ZDcN6BX2

The reporting season starts again and $GS (+0,54 %) Goldman Sachs reports the best quarter in 5 years. Profit rose to USD 5.4 billion. Profits rose in equity trading in particular, benefiting from the volatile environment.

https://www.handelsblatt.com/finanzen/banken-versicherungen/banken/quartalszahlen-goldman-sachs-vermeldet-bestes-quartal-seit-fuenf-jahren/100215039.html

Wednesday:

As Germany's largest oil supplier, Norway is currently benefiting enormously from the Iran war. The country's oil exports rose by 68% compared to the previous month. This is mainly because the price of Brent crude has risen significantly.

https://m.bild.de/politik/ausland-und-internationales/live-ticker-zum-iran-israel-beginnt-angriff-auf-mullahs-696036f24d1d5f581eeb0751#69df6c8175f529c19cc2be07

Thursday:

GDP in the UK grew by a surprisingly strong 0.5% compared to the previous month. Economists had expected only 0.2%, meaning that the economy is in good shape shortly before the outbreak of the Iran war.

https://www.handelsblatt.com/politik/international/konjunktur-britische-wirtschaft-waechst-stark/100217434.html

Inflation in the eurozone has risen more sharply than originally expected. Instead of 2.5%, the inflation rate in March was 2.6%. The ECB's target is 2.0%.

https://www.handelsblatt.com/finanzen/geldpolitik/ezb-inflation-im-euro-raum-steigt-noch-staerker-an-als-erwartet/100217448.html

Friday:

Short squeeze at $TMV (-0,14 %) TeamViewer - TeamViewer presents a new AI tool in cooperation with Bechtle and the share shoots through the roof. This also has to do with the still high short seller ratio, but they are slowly covering their positions.

https://www.wallstreet-online.de/nachricht/20746489-beachtet-teamviewer-aktie-bestaetigt-positiven-trend-5-33-17-04-2026

The most important dates for the coming week:

Wednesday: 12:00 Buba report (DE)

Thursday: 15:45 S&P Manufacturing (USA)

Friday: 10:00 ifo expectations (DE)

#bundesbank
#industriedaten
#ifo
#erwartungen
#news

Can you think of any other dates?