LRC

Goldman Sachs
2026-07-24 03:30:16

Goldman Sachs Launches Tokenized Real Estate Fund with Apex and Archax

Goldman Sachs has launched a blockchain-native real estate fund using its GS DAP platform, with Apex Group handling fund administration and Archax serving as custodian. The fund puts shares directly on-chain to improve efficiency and transparency while enabling future transferability.

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Goldman Sachs Launches Tokenized Real Estate Fund with Apex and Archax
Goldman Sachs
2026-07-23 03:08:13

Goldman Sachs says semiconductor rebound may continue as money rotates back into memory and equipment names

Goldman Sachs’ trading desk said in a July 23 market note that the recent rebound in semiconductor stocks may still have room to run. The bank said hedge funds have unwound roughly 80% of their year-to-date cumulative net buying in global semiconductor and semiconductor equipment shares since mid-June, easing what had been a crowded positioning setup. In the last one to two days, however, buyers started to return. According to the note, the clearest buying has shown up in the areas that were hit hardest during the pullback: memory and semiconductor equipment. Goldman flagged memory names including STX, WDC, MU, and SNDK, as well as equipment stocks such as AMAT, ASML, and LRCX. The desk said that move lined up with recent market action, with memory shares including Micron, SanDisk, and Seagate rebounding sharply at one point and the PHLX Semiconductor Index also posting a strong recovery. Goldman added that positioning remains elevated even after the pullback from June highs. It said the next leg for the group will likely depend on whether major cloud companies keep lifting AI capital expenditure plans, whether memory pricing and orders support earnings expectations, and whether equipment orders confirm that AI data center expansion is still moving ahead.

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Goldman Sachs says semiconductor rebound may continue as money rotates back into memory and equipment names
U.S. premarke
2026-07-22 11:56:59

Chip, memory and optical networking stocks fall in U.S. premarket, SK Hynix ADR down 6.57%

U.S. premarket trading on Wednesday showed broad weakness across semiconductor, memory and optical communications names, according to market data from BIT (bit.com) cited by BlockBeats on July 22. Semiconductor stocks were lower across the board, with Lam Research (LRCX) down 3.57%, Intel (INTC) off 3.51%, Applied Materials (AMAT) falling 3.44%, and Arm (ARM) losing 3.01%. Memory names posted some of the steepest declines in the group. SK Hynix (SKHY) fell 6.57%, while Micron Technology (MU) dropped 3.76%, Western Digital (WDC) slid 3.59%, SanDisk (SNDK) lost 3.38%, and Seagate Technology (STX) was down 3.13%. Optical communications stocks also moved lower in tandem, including Astera Labs (ALAB), Applied Optoelectronics (AAOI), Coherent (COHR), Credo (CRDO), and Lumentum (LITE). The data reflects premarket price action only.

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Chip, memory and optical networking stocks fall in U.S. premarket, SK Hynix ADR down 6.57%