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

• [New] 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
• [New] Morgan Stanley projects robotaxi revenue could account for 60% of Tesla's total value. MEXC Blog
• [New] Morgan Stanley projects a U.S. power shortfall of 9 to 18 gigawatts by 2028, challenging grid capacity. NAITIVE AI Consutling Agency Blog
• [New] The Bank of England's sustained rate hiking cycle created competing investment opportunities that reduced capital available for fintech ventures. TechBullion
• [New] Morgan Stanley sees the most opportunity in memory-chip makers like Micron Technology and SanDisk. Market Insights
• [New] UBS upgraded Tesla from sell to neutral, seeing long-term potential in robots and robo-taxis. Market Insights
• [New] Institutions such as JP Morgan and UBS expect prices to reach new highs by the end of the year, with projections of up to $6,000 per ounce. Ecofin Agency
• [New] Morgan Stanley adopts a more moderate stance, envisioning moderate growth with a wide range of possibilities. / USA Whalesbook
• [New] Morgan Stanley expects the 2026 macro environment to be shaped by a broader set of economic, geopolitical, and monetary drivers than in recent years. Vantage Markets
• [New] Cipher Mining solves the energy requirements of AI tasks, claiming a 3.4 Gigawatt pipeline in the face of a 44 GW power supply deficit projected by Morgan Stanley by 2028. Techi
• [New] Morgan Stanley Research expects early signs of AI-driven price declines in certain sectors, such as some areas in the services industry, in the second half of the year. Morgan Stanley
• [New] Typically expensive and labour intensive, game development could become leaner as AI enables smaller teams and faster post-launch improvements, - Morgan Stanley added. Yahoo Finance
• [New] Goldman Sachs Research recently updated its forecast, stating that data center power consumption will jump 175% by 2030. KuCoin
• [New] Morgan Stanley regularly works with clients to structure bespoke power solutions, including renewable power and integrating gas supply for behind-the-meter generation ... turning energy from a vulnerability into a source of resilience. Morgan Stanley
• Morgan Stanley forecasts a major AI breakthrough in early 2026 driven by unprecedented compute growth. NAITIVE AI Consutling Agency Blog
• Morgan Stanley forecasts a massive AI breakthrough in early 2026 driven by a 10 x increase in compute power, potentially doubling AI intelligence as noted by Elon Musk. NAITIVE AI Consutling Agency Blog
• Morgan Stanley projects autonomous agents could influence $385 billion in U.S. ecommerce spend by 2030. Yahoo Finance
• Bank of America is expected to focus on US high-net-worth clients, while Morgan Stanley will handle smaller retail orders through its E TRADE platform. Crypto Briefing
• Citigroup expects first-quarter 2026 investment banking fees and markets revenues (equities and fixed income) to grow year over year in the mid-teens, supported by strong M&A and equity capital markets activity. Yahoo Finance
• The current geopolitical crisis has created the largest oil supply disruption in modern history, with the closure of vessel traffic through the Strait of Hormuz removing an estimated 13 million barrels per day from global markets according to JPMorgan Chase analysis. Discovery Alert
• Deutsche Bank prompted discussion after one of its strategists predicted that the dominance of the U.S. dollar could be eroded if countries decide to price crude in alternative currencies. CNBC
• Goldman Sachs research published in early 2026 projects that generative AI could ultimately affect 300 million full-time jobs globally, with roughly two-thirds of current occupations exposed to some degree of AI automation. Tech Insider

Last updated: 07 May 2026