Goldman Sachs raised S&P EPS f

Goldman Sachs raised S&P EPS forecasts to 2025: $268 (+11%) vs. 2026: $288 (+7%) and also lifted its year-end SPX target.

At the same time, Goldman’s own data shows:

Hedge funds have been net sellers of U.S. equities for 3 consecutive weeks

Tech sector deleveraging is the largest in 10 years

30-Year Treasury Yield Hits 19-Year High: Time to Buy Tech Stocks?

Nasdaq fell 0.84% today as 30-year U.S. Treasury yields surged to a near 19-year high, placing systemic pressure on high-valuation tech stocks. Market focus now turns to NVDA's after-hours earnings tonight. The tech sector, last week's top-performing segment, has become the primary target for institutional deleveraging, with hedge fund short interest hitting a two-month high. If Treasury yields remain elevated and NVDA's guidance disappoints, where does this AI rally find room to breathe?

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