Goldman Sachs’ mid-day recap is providing a positive outlook for equities, with a blowout ORCL print and a softer PPI contributing to the upswing. The firm’s AI Leaders (GSTMTAIL) are experiencing a 6 sigma move higher, which is its second biggest move in the past five years. In the TMT sector, 90% of orders are buy tickets, with AMZN, AAPL, and META being the primary sources of funds. Interestingly, the firm’s desk is showing better buying activity across all sectors except Consumer Discretionary, with LOs and HFs both 5% better to buy. The overall activity levels are rated as a 7 out of 10, with TMT flows driving the buying sentiment.

The blog post provides an in-depth analysis of Goldman Sachs’ mid-day recap, highlighting key trends and insights from the firm’s AI data points. The article is written in a clear and concise manner, making it easy for readers to understand the complex financial concepts being discussed. The use of visual aids such as the chart accompanying the blog post helps to further illustrate the points being made. Overall, the content is informative and engaging, providing valuable insights into the current state of the financial market.