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

  • [New] Hyperscaler AI capex hit $400 billion in 2025 and is projected to exceed $500 billion in 2026, Goldman Sachs estimates. SQ Magazine
  • [New] Morgan Stanley forecasts real consumer spending growth to decelerate to 1.8% in 2026 from 2.1% in 2025, before recovering to 2.1% in 2027 as energy prices normalize. Yahoo Finance
  • [New] Morgan Stanley calls the current trajectory 'a material evolution'; analysts project 1 million Tesla autonomous units by 2035. BraivIQ
  • [New] The investment bank hypothesises that, by 2050, the number of commercial humanoids could equate to 41.3% of the 2023 workforce in the USA and 39% in China. RD Magazine
  • [New] The investment bank offers an estimate - albeit with conservative assumptions - on diffusion in domestic settings: 84.2 million domestic humanoids by 2050. RD Magazine
  • [New] Industry forecasts range from Goldman Sachs' $38 billion projection by 2035 to Morgan Stanley's $5 trillion estimate by 2050, a spread that reflects both the enormous potential and the massive execution uncertainty ahead. Radical Data Science
  • [New] The copper price surge is rapidly transforming project economics globally, with 75 total unicorn mines now identified - a scale that signals potential acceleration in investment decisions and mine development timelines for a mineral the World Bank projects will see demand nearly double by 2040. OriginBrief
  • [New] S&P Global Ratings expects 7.1% growth for FY27, the Asian Development Bank forecasts 6.9% for FY26, and Goldman Sachs projects 6.7% for 2026. Whalesbook
  • [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

Last updated: 04 June 2026


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