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

• [New] Morgan Stanley had projected $250 billion to $300 billion in hyperscaler issuance for 2026. Crypto Briefing
• [New] While global corporate AI investment more than doubled in 2025, reaching $1 trillion projected for 2026 (Goldman Sachs Research), some revenues are underwhelming, LLM performance seems to have plateaued, and there are theoretical limits to their learning ability. TashiOS
• [New] One of the biggest reasons content creation is growing is the expansion of the creator economy, which industry research from Goldman Sachs has projected could approach half a trillion dollars in value by 2027. DAILYVISTA
• [New] Goldman Sachs analysts forecast the number of autonomous trucks to climb to about 25,000 in 2030, which would amount to less than 1% of the commercial trucking fleet. American Enterprise Institute - AEI
• [New] Wells Fargo analysts cut their price target for SpaceX shares to $215 from $230 amid broader caution about its AI spending, noting that SpaceX was off to an ambitious start and that revenue projections for 2027 and 2028 were higher than expected, but so were capital expenditure estimates. Forbes
• [New] In a new note, the bank Goldman Sachs sees AI investment of $600 billion in the US in 2027, close to 2% of GDP. American Enterprise Institute - AEI
• [New] El Nino has already begun to affect crops, driving a drier monsoon season in India, with some regions only experiencing 25% of their usual rainfall, and parts of central India only receiving 50%, which could affect supply for wheat, rice, and sugar cane, the Goldman Sachs analysts wrote. The Guardian
• [New] In Europe, Deutsche Bank strategists expect Stoxx 600 firms to report a 12% jump in second-quarter earnings, following a 7% rise in the first quarter. financialpost
• [New] In 2026, as the EU is preparing a new European Security Strategy, the EU Delegation will partner with industry stakeholders, and the European Investment Bank Group to spotlight emerging defence initiatives enabled by the new EU instruments and EU Member State financial commitments. EEAS
• [New] The so-called hyperscalers - Amazon, Alphabet, Microsoft, and Meta - have announced 2027 capex spending plans totaling $815 billion, up from $636 billion in 2026, with Goldman Sachs estimating that the actual number might get closer to $1.1 to $1.4 trillion. Fiduciary Trust
• Goldman Sachs projects global robotaxi rideshare revenue reaching $400 billion by 2035. AI Business Weekly
• UBS put the OpenAI-Nvidia arrangement at up to 13% of Nvidia's projected 2026 revenue. investing.com
• Firms like Goldman Sachs and UBS expect the Fed to hold rates steady in 2026. Precious Metals International Ltd.
• The broad creator economy was valued near $250 billion in 2025, projected to approach $480 billion by 2027 (Goldman Sachs). SociaVault
• Goldman Sachs expects another strong reporting season for US technology companies, forecasting that AI-related businesses will account for the majority of earnings growth across the S&P 500. City AM
• Oxford Economics expects rates to stay put for the rest of 2026 and well into 2027, while Deutsche Bank has stuck with no change in 2026. Get Smart Saver UK

Last updated: 20 August 2026