[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] Goldman Sachs has flagged a stock market correction as the most significant near-term risk to the U.S. economy in 2026.
Whalesbook
[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
[New] U.S. courts are suspending lawyers who trusted AI filings without verification, and Goldman Sachs economists are openly saying that AI will be the biggest labor market story of 2026.
AI FOREST
[New] Morgan Stanley forecasts a major AI breakthrough in early 2026 driven by unprecedented compute growth.
NAITIVE AI Consutling Agency Blog
[New] 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
[New] Morgan Stanley projects autonomous agents could influence $385 billion in U.S. ecommerce spend by 2030.
Yahoo Finance
[New] 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
[New] 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
[New] 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
[New] 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
[New] 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
Banks such as JP Morgan and UBS expect gold prices to approach the historic threshold of $6,000 per ounce by December.
Ecofin Agency
Goldman Sachs trimmed its target to $91, flagging that auto OEMs and suppliers are expected to deliver in-line to softer results this quarter due to rising input costs and weak Q1 auto sales in China.
24/7 Wall St.
Analysts at Goldman Sachs bumped up the probability of a U.S. recession in the coming 12 months to 30%, stressing that they, too, still expect two rate cuts because they see unemployment moving higher than the Fed's own projections.
Guardian Capital
According to Goldman Sachs estimates cited by Bloomberg, a rapid reopening of the Strait of Hormuz could lead to Brent averaging around $82 per barrel in Q3 and $80 in Q4, while a delayed reopening by one month could push prices above $100 in the second half of the year.
Stock Market Update
Wells Fargo analysts have already signaled that they no longer expect any rate cuts in 2026, citing persistent inflationary pressures from energy shocks.
The Chronicle-Journal
Morgan Stanley is expected to handle smaller-ticket retail buyers through E Trade, while UBS and Citi are expected to manage parts of the international effort. / USA
MEXC
Goldman Sachs Research forecasts a 160-165% increase in power demand by 2030 compared to 2023 levels.
Brookings
Last updated: 30 April 2026
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