[New] The World Bank Group, African Development Bank, and Mission 300 partners are expanding investment opportunities through platforms like Zafiri, which aims to mobilize $1 billion by providing patient equity to companies that advance distributed renewable energy solutions.
World Bank Group
[New] Goldman Sachs projects total hyperscaler AI capex of $7.6 trillion between 2026 and 2031, a demand signal with no historical precedent, reinforcing supplier caution about overbuilding.
NAND Research - A New Kind of Technology Research & Adv
[New] The five largest hyperscalers (Amazon, Microsoft, Google, Meta, and Oracle) are projected to spend a combined $755 billion on capital expenditures in 2026 (Goldman Sachs consensus), an 83% year-over-year increase.
NAND Research - A New Kind of Technology Research & Adv
[New] The Khamenei uranium directive complicated peace talks, the UBS forecast revised Brent to $105 for September with a $150 disruption scenario, the IEA red-zone summer warning projects continued tightness, and UBS estimates 1 billion barrels of cumulative production loss by end of May.
investing.com
[New] The bearish scenario, warned by BMO Capital Markets, is triggered by a Macro-Skunk event where sustained high interest rates finally fracture global consumer discretionary spending.
Bingx Exchange
[New] UBS lowered its year-end gold price target by $400 to $5,500 due to persistent risks from higher yields and a stronger dollar.
[New] AI data centers consume electricity at a rate that Goldman Sachs projects will require 175% more supply by 2030.
Newswire
[New] Morgan Stanley has warned of an imminent breakthrough, reinforced by OpenAI's GPT-5.4 Thinking model achieving an 83.0% score on the GDPVal benchmark, matching or surpassing human experts in 44 professional occupations.
SearchCans
[New] Surging energy prices amid the Iran war are worrying Wall Street, but UBS warned that higher food costs could follow.
CNBC
Morgan Stanley forecasts that 10-20% of US eCommerce sales will be agent-driven by 2030.commercetools
Morgan Stanley projects a deficit of 80,000 tonnes of lithium carbonate equivalent in 2026 alone.Firstlinks
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
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
Morgan Stanley expects 1,000 robotaxi vehicles in service in 2026, scaling to 1 million by 2035. / USA
Phemex
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
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
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
Goldman Sachs projects AI will drive a 160 to 165% increase in data center power demand by 2030 compared with 2022 levels.
Scientific American
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
Last updated: 28 May 2026
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