Goldman Equities Desk on Pace for Third Straight Record Quarter

EarningsMacroPrice Action
โดย The Daily Upside. To receive·Read original
Summary · why it matters

Goldman Sachs' equities trading desk is on pace to generate over $5 billion in revenue in the second quarter, potentially setting a record for the third consecutive quarter. The desk's performance has been fueled by a trading boom in Asia, where the Kospi Composite Index is up 94% in 2026 and the Nikkei 225 is up 38%. Goldman's equities desk will walk away from the quarter having made a mint off the trend, which suffered a slight dent Tuesday: the Kospi suffered what the daily newspaper Chosun Ilbo dubbed a 'Black Tuesday,' cratering 10% as Samsung and SK Hynix each fell more than 12%. The drop was driven by concerns over a potential US Federal Reserve rate hike and a South Korean regulatory warning against leveraged retail buying, with foreign investors dumping roughly $2.6 billion worth of Kospi shares. Separately, Goldman's investment banking arm advised on $1 trillion in mergers and acquisitions as of June 15, a record half-year pace for any investment bank.

Impact on stocks 6

Semiconductors · 2 stocks
SK Hynix Inc
000660
▼ NegativeMonetaryrelevance

Kospi dropped 10% on Black Tuesday, SK Hynix fell >12% due to Fed rate hike fears and regulatory warning.

Energy Transition & Power Demand · 2 stocks
Financials · 1 stocks
Goldman Sachs Group Inc
GS
▲ PositiveCapitalrelevance

Equities desk on pace for third straight record quarter with over $5B revenue; M&A advisory at record half-year pace.

Artificial Intelligence · 1 stocks
Samsung Electronics Co Ltd
005930
▼ NegativeMonetaryrelevance

Kospi dropped 10% on Black Tuesday, Samsung fell >12% due to Fed rate hike fears and regulatory warning.