US Morning Call August 24, 2026

Equity Research 24 August 2026 | 8:36AM EDT

US Morning Call: August 24, 2026

Click “here” for the Market Intelligence: US Morning Update, and a written summary of the Chris Hussey | US Morning Call. Goldman Sachs & Co. LLC

On Goldman Sachs’ US morning call today, we check in on investor positioning, and Sarah Herr | launch coverage of an autonomous vehicle parts supplier. Goldman Sachs & Co. LLC

See below for the full list of today’s topics and speakers; approximate start times are in parentheses.

Featured Analysts: n (0:12) Ryan Hammond – Hedge Fund & Mutual Fund positioning n (3:04) Mark Delaney – Initiate AEVA at Neutral

Notes on the Call: n US Weekly Kickstart, Hammond: Hedge funds and mutual funds differ on AI but converge on Financials (1st published 8/21) n Aeva Technologies Inc. (AEVA, Neutral), Delaney: Stock already reflects current award traction and opportunity set in our opinion; progress with new design wins a key focus from here; Initiate at Neutral

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Goldman Sachs does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this report. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to Analysts employed by non-US affiliates are not registered/qualified as research analysts with FINRA in the U.S.

Market Themes n Artificial Intelligence

n Sustainability n Green Capex n Healthcare Innovation n Obesity n Private Markets n China in Transition

Macro Publications & Features n Top of Mind

Micro Publications & Features n US Conviction List - Directors’ Cut

n European Conviction List - Directors’ Cut n APAC Conviction List - Directors’ Cut

Listening in at Goldman Sachs n Listening in at Goldman Sachs

n Research Unplugged n Inside the Model n On the Road with Goldman Sachs n US Morning Call Podcast n Europe Morning Call Podcast