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

• [New] UBS recently raised its bullion price target to $4,500 per ounce by mid-2026. Yahoo Finance
• [New] Goldman Sachs analysts expect gold prices to rise to $4,900 by the end of 2026. Yahoo Finance
• [New] Short-term forecasts from institutions like Morgan Stanley and J.P. Morgan Research anticipate prices to average between $3,675 and $4,400 per ounce, potentially climbing towards $5,000 by mid-2026. International Business Times
• [New] Analysts at Goldman Sachs warn that the current contributions of AI to GDP are likely understated; however, the actual economic benefit remains modest, and future risks remain high. investing.com
• [New] Morgan Stanley Wealth Management will leverage iCapital's blockchain-powered technology to standardize trade workflows and enhance data transparency for subscription onboarding of alternative investment funds. Yahoo Finance
• [New] Deutsche Bank recently warned of an AI funding gap based on Bain Capital estimates of a US$ 800 billion mismatch between projected AI revenues and the investment in chips, data centers and power that would be needed to keep current growth going. The Conversation
• Goldman Sachs projects that AI capital expenditures from major US tech companies to remain durable in 2026. investing.com
• 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
• 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
• Analysts at Goldman Sachs have issued a $4,900 target on gold by the end of 2026. investing.com
• 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

Last updated: 04 December 2025