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GK Daily Brief: Goldman lifts Q4 Brent forecast to $90 and WTI to $83

GK Daily Brief: Goldman lifts Q4 Brent forecast to $90 and WTI to $83
Goldman upgrades Brent and WTI forecasts

GK Daily Brief, industry influencer, reports that Goldman has upgraded its price forecasts for Q4 Brent to $90 and WTI to $83, citing sustained net upside risks.

The update also highlights the recent launch of DeepSeek V4 on Huawei Ascend 950s, which notably excludes Nvidia and AMD from early deployments. The new model is described as 90% cheaper, with 1.6 trillion parameters.

In earlier commentary, George Kikvadze identified a recent trade he expects to yield significant returns over the next year, citing ongoing opportunity in the market here. Kikvadze has also highlighted TSMC’s $35.9 billion Q1 revenue and 66.2% margins, attributing the growth to strong demand in AI here. These observations follow the latest developments reported by GK Daily Brief.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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