Our Scans · (FS.1.00) Investment Banking · Weekly Summary

• [New] Goldman Sachs projects that AI capital expenditures from major US tech companies to remain durable in 2026. investing.com
• [New] After two years of S&P 500 gains exceeding 25%, Morgan Stanley expects more muted returns in 2025, but warns that a critical shift in artificial intelligence investment could change that trajectory. Ainvest
• [New] Goldman Sachs and other economic analysts have published estimates suggesting AI could eventually affect hundreds of millions of jobs globally. Educational Technology and Change Journal
• [New] Analysts at Goldman Sachs have issued a $4,900 target on gold by the end of 2026. investing.com
• [New] Morgan Stanley seconded Ford's prediction in 2019, forecasting that urban aircraft could be a $1.5 trillion industry by 2040. Nasdaq
• Goldman Sachs anticipates an uneven transfer of wealth rather than a complete financial collapse, with smaller, struggling AI startups being consolidated by larger, cash-rich tech giants. The Chronicle-Journal
• Tech firms are pouring massive sums into physical AI, and Morgan Stanley predicts the world could have more than a billion humanoid robots by 2050. Tribune Online
• As Goldman Sachs issues a Federal Reserve warning over the state of the U.S. economy, analysts with Wall Street giant JPMorgan have called the bitcoin price bottom-reiterating a 2026 bitcoin price prediction that could see bitcoin challenge gold's $28.3 trillion crown. Forbes
• JPMorgan Chase has reached agreements with several major data aggregators that will introduce paid access to customer bank account information, marking a decisive shift in how the U.S. financial sector handles third-party data flows. FinTech Magazine Article
• Amid a drumbeat of warnings about a potential AI bubble, the CEOs of Morgan Stanley and Goldman Sachs have cautioned in recent weeks that equities could be heading for a drawdown. Global Banking & Finance Review
• As a cornerstone of global finance, Goldman Sachs stands to benefit from a more business-friendly Republican administration, where potential deregulation and lower corporate taxation could stimulate business investment, lending, and capital-markets activity. BNN Bloomberg
• Morgan Stanley has revised its 2026 gold forecast upward to $4,400 per ounce, with Goldman Sachs predicting a 6% rise through mid-2026 to $4,000 per troy ounce. FinancialContent
• Goldman Sachs set a year-end 2026 target of 29,000 for the benchmark Nifty 50 index, predicting a 14% rise from current levels. The Milli Chronicle
• Hybrid quantum-classical computing platforms are now used for risk modeling, portfolio optimization, and fraud detection at major institutions like JPMorgan and Deutsche Bank. TrendVeritas
• Goldman Sachs lowered on Thursday its global copper mine supply forecast for 2025 and 2026 following a disruption at Indonesia's Grasberg, the world's second-largest copper mine. Yahoo Finance
• Analysts at Morgan Stanley recently issued a warning about a possible 10-15% correction in global equity markets. Boston Institute of Analytics

Last updated: 27 November 2025