[New] Morgan Stanley forecasts that 10-20% of US eCommerce sales will be agent-driven by 2030.commercetools
[New] Morgan Stanley projects a deficit of 80,000 tonnes of lithium carbonate equivalent in 2026 alone.Firstlinks
[New] UBS argues that markets have overpriced the risk that central banks hike or fail to cut rates, and that current government bond yields offer an attractive entry point for diversification after years of strong equity outperformance.
Breakouts Happen
[New] Morgan Stanley is making an aggressive push to capture crypto trading business - while forecasting that the DeFi and TradFi worlds will increasingly converge.Yahoo Finance
[New] Morgan Stanley expects 1,000 robotaxi vehicles in service in 2026, scaling to 1 million by 2035. / USA
Phemex
[New] Meta Platforms is securing a record $13 billion financing package - primarily debt-through Morgan Stanley and JPMorgan Chase to fund a 1-gigawatt AI data center in El Paso, expected to be operational by 2028.
Daily Tech News Show
[New] Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend $805 billion in capital expenditures in 2026, up from its prior $765 billion estimate.
Yahoo Finance
[New] The Global Infrastructure Hub methodology, discussed in a World Bank Group blog, put global infrastructure investment needs at $94 trillion through 2040, with a shortfall of $18 trillion against current spending trends.
Highways Today
[New] Goldman Sachs projects AI will drive a 160 to 165% increase in data center power demand by 2030 compared with 2022 levels.
Scientific American
[New] Deutsche Bank projects $143bn in negative cumulative free cash flow from 2024 to 2029, while OpenAI could post a $74bn operating loss in 2028 alone.
investing.com
[New] Morgan Stanley estimates US e-commerce via agents at US$ 190-385 billion by 2030.
Majilesh
[New] Goldman Sachs forecasted 2.6% real GDP growth in the U.S. for 2026, up slightly from 2024.
Metro
[New] BNP Paribas Group now expects inflation to remain above target for longer, averaging in the mid-3% range for 2026 under current assumptions.
Strutt & Parker - Rural Hub
Economists at UBS expect inflation, will jump to 3.4% this month and end the year at 3%, above the Fed's target of 2%.
KPRC Click2Houston
Morgan Stanley projects robotaxi revenue could account for 60% of Tesla's total value.
MEXC Blog
Morgan Stanley projects a U.S. power shortfall of 9 to 18 gigawatts by 2028, challenging grid capacity.
NAITIVE AI Consutling Agency Blog
The Bank of England's sustained rate hiking cycle created competing investment opportunities that reduced capital available for fintech ventures.
TechBullion
Last updated: 21 May 2026
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