Goldman Sachs
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techMemory Chip Sector Soars on AI-Driven Supply Crunch
Analysts project a severe memory chip undersupply through 2028 as AI data centers consume massive production capacity, creating sustained pricing power.
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financeHedge Funds Bet Heavily Against Yen as Currency Hits 1986 Low
Speculative short positions on the Japanese yen reach their highest level since 2007, driven by persistent US-Japan interest rate differentials and a weakening currency.
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techTether CEO Warns Big Tech AI Spending Could End in Financial Disaster
Tether CEO Paolo Ardoino outlines structural risks in Big Tech's multi-trillion dollar AI infrastructure spending, citing misaligned timelines and eroding pricing power.
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techUS AI Infrastructure Spending to Hit $1 Trillion by 2027, Leaving China Behind
Goldman Sachs and JPMorgan predict over $1 trillion in US AI infrastructure spending by 2027, driven by private hyperscalers and outpacing China tenfold.
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financeQuant Funds Endure Worst Rout of 2026 as Momentum Trades Unwind
Systematic hedge funds suffered their worst 10-day performance since October 2025, driven by crowded positioning and a short squeeze in lower-quality stocks.
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financeLuxshare Eyes Record $3.1B Hong Kong Listing to Tap Global Capital
Apple supplier Luxshare Precision plans a massive secondary listing in Hong Kong, seeking to raise over $3 billion from international investors.
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financeGoldman Sachs Raises S&P 500 Target, Cites AI as Earnings Engine
Goldman Sachs lifts its year-end 2026 S&P 500 target to 8,000, driven by a forecasted 24% earnings growth fueled by massive AI infrastructure spending.
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financeSpaceX's Historic IPO Filing Sparks Confidential S-1 Submissions from OpenAI and Anthropic
Following SpaceX's massive IPO filing, AI leaders OpenAI and Anthropic have confidentially submitted their own prospectuses, setting up a potential trillion-dollar tech listing showdown.