The AI gold rush is fueling a record tech bond boom: Chart of the Day
Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta (META), Microsoft (MSFT), and Oracle (ORCL) are expected to see capital expenditures…
SpaceX CFO Says First Paying Starship Flight Is Weeks Away, Reiterates $100B ARR Milestone By Year-End
SpaceX CFO Bret Johnsen told investors at Goldman Sachs’ Communacopia + Technology Conference that a recent hosting deal…
Smart ring maker Oura files for US IPO
By Reuters Published September 4, 2026 Oura, the maker of smart wearable Oura Ring, filed the paperwork for…
The AI build-out has a problem that $1 trillion in cash can’t fix
Now that earnings season is nearly done, there are new — and even bigger — forecasts of how…
Goldman Sachs picks 36 market winners that aren’t AI stocks
The latest model developed by China’s Moonshot AI startup reinforces one important thing about the current AI revolution:…
Big banks’ record Wall Street profits are increasingly tied to AI
Wall Street’s biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied…
The copper crunch: inside the US-China battle for a critical global supply chain
As China and the United States compete for leadership in AI, energy and other strategic sectors, a quieter…
College students are swapping coding for healthcare: Goldman Sachs
College students are beginning to eschew AI-exposed majors in favor of fields associated with stronger job growth, according…
Banks Slash Oil Price Forecasts After U.S.-Iran Breakthrough
Morgan Stanley and Goldman Sachs cut their forecast for oil prices towards the end of the year and…
Inflation swallows wage growth and American workers take a huge pay cut. Safeguard your nest egg today
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Goldman Sachs expects SpaceX’s AI revenue to surge 100-fold by 2030, FT reports
June 4 (Reuters) – Goldman Sachs expects revenue from SpaceX’s AI division to surge to $322 billion by…
China’s investment-driven role in global growth is underestimated, study says
China’s contribution to global growth is underestimated while the yuan is positioned to emerge as a fundamentally strong…