Business/press release/2026-09-21

Goldman Sachs strategists assess corporate earnings and revise smartphone shipment outlook

Goldman Sachs strategists have provided an economic assessment, noting that corporate earnings are growing significantly faster than the overall economy, which raises concerns about potential market bubbles. Concurrently, the firm has specifically cut its smartphone shipment forecasts for the 2026-2028 period. This information stems from Goldman Sachs's own internal analysis and projections.

2 articles from 2 outlets covered this story. Their coverage differs on 2 points. The underlying claim is sourced from a press release.

What do all outlets agree on?

2 outlets covered “Goldman Sachs strategists assess corporate earnings and revise smartphone shipment outlook”. All of them report the following:

  • Goldman Sachs (or its strategists) issued an economic assessment
  • The assessment includes observations on corporate earnings
  • Goldman Sachs revised its smartphone shipment forecasts
  • The revised forecasts cover the 2026-2028 period

Did outlets disagree about this?

Yes. Coverage of “Goldman Sachs strategists assess corporate earnings and revise smartphone shipment outlook” differs on 2 points. Each account below is how a different outlet described the same event:

Corporate earnings are growing much faster than the economy, raising bubble concerns.

MarketWatch

Goldman Sachs cut smartphone shipment forecast for 2026-28.

Investing.com

Which outlets covered this?

All 2 articles found on this story, grouped by the stance of the piece. Every link goes to the original publisher.

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