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

• [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
• [New] Goldman Sachs projects global robotaxi rideshare revenue reaching $400 billion by 2035. AI Business Weekly
• [New] UBS put the OpenAI-Nvidia arrangement at up to 13% of Nvidia's projected 2026 revenue. investing.com
• [New] Firms like Goldman Sachs and UBS expect the Fed to hold rates steady in 2026. Precious Metals International Ltd.
• [New] The broad creator economy was valued near $250 billion in 2025, projected to approach $480 billion by 2027 (Goldman Sachs). SociaVault
• [New] 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
• [New] 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
• [New] Morgan Stanley takes a stricter line that requires meaningful autonomous action, and arrives at $190 billion to $385 billion of US ecommerce by 2030, or 10% to 20% of the online total. Mohammed Shehu, PhD - AI strategist
• [New] Goldman Sachs projects data centers will consume 8-9% of all US electricity by 2030, up from roughly 3% today. Investor's Handbook
• Despite pain at the pump for U.S. drivers, analysts at BMO Capital Markets expect oil companies to accelerate share buybacks in the second half of 2026, extending a post-pandemic focus on returns over production growth. gCaptain
• Agentic spend: forecast to grow from ~ $8 B (2026) to ~ $1.5 T (2030) as agents take over transactions; Goldman Sachs projects a ~24 x increase in token consumption by 2030. Prompt20 Blog
• Despite all that, the S&P 500 has stayed close to all-time highs, and Morgan Stanley has projected a further 12% gain over the next 12 months, citing continued AI-related capital spending as a key driver. / Iran timesofpulses.com
• Goldman Sachs estimates a U.S. data center power shortfall of about 9.3 gigawatts in 2026, widening toward 45 gigawatts by 2028, and the Department of Energy projects data centers could consume up to 12% of all U.S. electricity by 2028. Thunderbird Products

Last updated: 13 August 2026