Expect a dividend hike and a cheaper smartphone, said Gene Munster, Piper Jaffray, after Tim Cook's keynote speech today at the Goldman conference.
Goldman's Q4 investment banking revenues rose 64 percent year-over year; and Boeing slides on Dreamliner issues, with the FMHR team.
"The real beat was in compensation," said Roger Freeman, Barclays Capital analyst, weighing in on Goldman's big fourth quarter earnings beat.
CNBC's David Faber reports Alcatel-Lucent reached a financing deal underwritten by Goldman and Credit Suisse. The deal is backed by patents and other assets.