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


  • [New] Wall Street brokerages including Goldman Sachs still expect two Fed rate cuts before year end, projecting reductions in September and December. GlobeNewswire
  • [New] Goldman Sachs observed that AI-related hardware revenues could rise to over $700bn in 2026 Q4, underlining the scale of the ongoing investment cycle. Economic Times
  • [New] Morgan Stanley filing the lowest fee Bitcoin ETF during extreme fear proves institutions are competing to bring capital in. TechBullion
  • [New] If early data from firms like Goldman Sachs and Morgan Stanley holds true, we could see a secondary upward re-rating of Microsoft as it begins to capture a larger portion of the global corporate labour budget. FinancialContent
  • [New] If the Strait of Hormuz reopens, Goldman Sachs predicts a rapid recovery in sentiment and a potential relief rally for discretionary stocks like Tesla, Inc., which have been hammered by high interest rates and the luxury-buyer retreat. / Iran The Chronicle-Journal
  • [New] Recent Goldman Sachs studies highlight the risk that AI could displace tasks accounting for a significant share of work hours within a decade. The Fulcrum
  • [New] Goldman Sachs has advised against expecting a rate hike, pointing to factors such as a limited impact from oil price fluctuations, slowing wage increases, and the Federal Reserve's historical tendency not to react strongly to changes in energy prices. Bitget Exchange
  • [New] Globally, investment banks such as UBS estimate annual data-centre investment will approach half a trillion dollars by the late-2020s. European Council on Foreign Relations
  • [New] Analysts at Morgan Stanley and Bernstein maintain Overweight ratings, citing Exxon's geographic insulation from European geopolitical risks and its superior FCF generation. The Chronicle-Journal
  • [New] Goldman Sachs continues to forecast that gold could reach $5,400 per ounce by the end of 2026. Economic Times
  • [New] Morgan Stanley has a $650 target, and separately warned via Fortune that a transformative leap in artificial intelligence is imminent, driven by an unprecedented accumulation of compute at America's top AI labs. SAMexpert - Microsoft Cloud and Licensing Experts
  • [New] Goldman Sachs is sounding a cautious note on the U.S. economy, raising its inflation forecast and trimming its growth outlook in response to surging oil prices caused by disruptions to the Strait of Hormuz. Fortune
  • [New] The Goldman Sachs scenario - which predicts a six-week disruption of the world's key oil supply route followed by a return to normal within a month - is worth considering, and it would be wise to continue buying Brent on pullbacks. LiteFinance
  • [New] Goldman Sachs Research projects that data center power demand will rise by over 160% by 2030 compared to 2023. Nasdaq
  • Data Infrastructure Investment: Nearly half of investors in the BNP Paribas survey anticipate allocating more budget to ESG data acquisition and analysis to ensure reliable data. Ankura.com
  • Citigroup lowered its 12-month price targets for Bitcoin and Ether, citing stalled U.S. crypto legislation as a key risk factor. MEXC
  • Bank of America is expected to focus on US high-net-worth individuals and family offices, while Morgan Stanley will handle smaller retail orders. City AM
  • While JPMorgan Chase & Co. and its peers might typically benefit from higher interest rates, the threat of a consumer-led recession looms large. The Chronicle-Journal
  • By leveraging machine learning algorithms to analyze customer data and identify risk, JPMorgan Chase reduced false positives by 95% while enhancing the overall accuracy of its AML program. Kroll
  • The Norwegian investment bank now expects prices to rise 13% year on year in 2026, supported by global supply growth of just 1% against continued demand. SalmonBusiness

Last updated: 09 April 2026



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