Saturday, September 19, 2026

Corporate Earnings & Strategy

1 article

Goldman Sachs Exits Consumer Banking After $3B Write-Down, Doubles Down on Institutional Finance

Goldman Sachs sold its Marcus loan portfolio, GreenSky platform, and Apple Card program between 2023-2026 after consumer banking losses exceeded $3 billion. The firm simultaneously acquired Industry Ventures and Innovator Capital Management in 2025, forming a new Capital Solutions Group focused on institutional clients. This pivot reflects cost structure advantages in specialized finance over universal banking models.

ViaNews Editorial Team (Markets)•Feb 21, 2026

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What we're seeing

AI Boom Hits a Fork: Slowdown Calls Clash with Capex Confidence as Markets Get Nervous

Dario Amodei's repeated calls for a global slowdown in frontier AI development, echoed by Microsoft's new humanist AI code of conduct and FTC antitrust caution, are being publicly rejected by Nvidia and Meta leadership even as hyperscaler spending draws fresh skeptical scrutiny (Wachter's analysis, Burry-style overbuilding worries) and weak guidance from Adobe and a post-slowdown-comment selloff in GE Vernova signal investor jitters. Meanwhile wealth and security effects of the AI race keep compounding — Zhang Yiming's fortune surging on AI-driven ByteDance value, a Chinese hacking firm weaponizing AI against stolen government secrets, and low-quality AI-generated products (an AI sitcom, a spam-flooding agent platform) fueling backlash even as adoption races ahead.

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Signals we're tracking

EPKINLY Regulatory-Clinical Success Cascade

High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.

Patterns we're watching ›

Where sources disagree

Berkshire Hathaway

Both facts report Berkshire Hathaway's cash position on 2026-01-01 with identical observation timestamps, but claim vastly different values: 380 billion USD vs 400 USD. These cannot both be true for the same entity at the same point in time. The magnitude of the discrepancy (a factor of ~10^9) rules out rounding, unit conversion, or methodological differences.

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