[New] Goldman Sachs projects total hyperscaler capex from 2025-2027 will reach $1.15 trillion - more than double the $477 B spent from 2022-2024.
Introl
[New] Goldman Sachs analysts see the global economy expanding by 2.8% annually from 2025 through 2027 and 2.7% in 2028.
Goldman Sachs Asset Management
[New] Goldman Sachs analysts see Japanese gross domestic product increasing by 1.2% in 2025, 0.7% in 2026, 1.2% in 2027, and 1.1% in 2028.
Goldman Sachs Asset Management
[New] Morgan Stanley expects gold to reach $4,800 an ounce by the end of 2026, while JPMorgan has flagged the possibility of prices exceeding $5,000.
Dabafinance
[New] Common EU bond issuance for defence spending, and a call for more funding for the European Investment Bank is expected.
UK - EN - Intermediary
[New] The European Investment Bank plans to invest €4.5 B in defence projects in 2026, up from €3.5 B in 2025, reinforcing procurement pathways and validating the scalability of dual-use technologies.
GoHub Ventures
[New] Morgan Stanley forecasts a deficit of 80,000 metric tons of lithium carbonate equivalent in 2026, while UBS estimated a deficit of 22,000 tons, compared with an expected surplus of 61,000 tons in 2025.
Canadian Energy News, Top Headlines, Commentaries, Feat
[New] Morgan Stanley plans to introduce Bitcoin, Ether, and Solana trading through its E Trade platform in the first half of 2026.
Crypto Briefing
[New] Goldman Sachs forecasts India's real GDP growth at around 6.7% in 2026 and 6.8% in 2027, outpacing consensus growth estimates and keeping India among the world's fastest-growing large economies.
Economic Times
UBS predicts 2 million humanoids in the workplace by 2035, growing to 300 million by 2050.
Tech Business News
Morgan Stanley echoes a positive but tempered outlook, suggesting that U.S. equities will outperform global peers, a reversal from last year, with the S&P 500 projected to rise to about 7,800.
Advisorpedia
Goldman Sachs projects 2.8% global GDP growth, up from consensus expectations, with the U.S. economy outpacing most major peers.
Lance Roberts
Analysts at Morgan Stanley predict a less than 30% chance of a full rollout by 2027, citing geopolitical friction as the primary obstacle.
Interactive Crypto
By starting now rather than later, JPMorgan Chase could become the first major bank to benefit from AI.
Yahoo Finance
Firms like Oppenheimer and Deutsche Bank are leading the bull case, citing innovation-led earnings growth and potential for further corporate tax cuts.
The Chronicle-Journal
Analysts at Goldman Sachs predict a 15-20% stock increase for Alphabet in 2026, driven largely by Waymo's expansion into international markets like Europe and Asia by mid-year.
Interactive Crypto
Analysts at Canadian investment bank TD Securities expect a weaker start to 2026 for silver prices.
Ecofin Agency
Last updated: 15 January 2026
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