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

• [New] Morgan Stanley explores how AI driven disruption, gold's surprising weakness, and California's fiscal resilience are reshaping investor thinking. The Idea Farm
• [New] Goldman Sachs Asset Management argues recent corporate credit spread widening is more noise than signal, suggesting markets may be overpricing recession risk. The Idea Farm
• [New] Morgan Stanley covers the second-order effects of AI & automation, noting that while big technological innovations create huge investment opportunities, it's often the companies that leverage the technology, rather than the suppliers that create the most enduring value for investors. The Idea Farm
• [New] Deutsche Bank outlines a strategic framework for incorporating alternatives into long-term asset allocation, emphasizing their role in diversification and risk balance. The Idea Farm
• [New] Deutsche Bank explores whether Bitcoin could join gold as a central bank reserve asset by 2030. The Idea Farm
• [New] Goldman Sachs analyzes how quickly Gulf crude production could rebound after the Strait of Hormuz reopens. The Idea Farm
• [New] Goldman Sachs projected cumulative humanoid investment exceeding USD 50 billion by 2030. Kaiso Research and Consulting
• [New] Goldman Sachs estimates cumulative AI capital expenditure from 2026 to 2031 will reach approximately $7.6 trillion across compute, data centers, and power infrastructure, as cited by Anthropic president Daniela Amodei at Bloomberg Tech. Build Fast with AI
• [New] The World Bank expects trade agreements and ongoing structural reforms aimed at improving the business environment to bolster foreign direct investment inflows over 2027-28. Economic Times
• [New] JPMorgan Chase plans to deploy AI agents capable of operating without human intervention for hours at a time later in 2026. Yahoo Finance
• [New] Goldman Sachs has initiated coverage with a Buy rating, projecting an 80% compound annual revenue growth rate for WeRide from 2025 to 2030, underpinned by the transition from 2,800 vehicles in 2026 to a projected 415,000-vehicle fleet by 2032. Unrot
• [New] Citigroup has forecasted silver reaching $150 within three months, calling it gold on steroids, while gold is projected to sustain its base above $5,000. Planet Banknote
• [New] UBS revised its projection to 1.20 from 1.23, explicitly citing French political uncertainty as a drag on the euro's potential. investing.com
• Goldman Sachs projects annual AI infrastructure spending will hit $800 B by the end of 2026. / USA AI-Weekly

Last updated: 25 June 2026