Goldman Sachs Names Three Reasons $700,000,000 in IPOs and Follow-On Issuances Won’t Overwhelm the Stock Market

AI infrastructure spending persists, potentially reshaping tech investment landscapes and benefiting infrastructure suppliers over service providers. The post Goldman Sachs analyst highlights ongoing AI infrastructure spending despite market wobbles appeared first on Crypto Briefing.

Renewed challenge from open-source models raises stakes on AI labs to make their case

Eased US-Iran tensions may stabilize oil markets, reducing the likelihood of price spikes and supporting global supply chain normalization. The post Goldman Sachs, Morgan Stanley cut oil forecasts as US-Iran tensions ease appeared first on Crypto Briefing.

Thailand's market surge highlights the risks of over-reliance on a single company's success, posing potential volatility for investors. The post Thailand’s stock market leads Southeast Asia as Delta Electronics surges 80% appeared first on Crypto Briefing.

The AI IPO tsunami on the stock market has only recently gotten under way, with SpaceX’s more-than-$2 trillion IPO likely to be followed in several months by OpenAI’s and Anthropic’s IPOs — each of which is likely to hit $1 trillion. That will mint three new trillion-dollar AI companies in a matter of months, all of which compete with Microsoft.  Wall Street has never seen anything like it. Previously, the most money raised by all IPOs in a single year was $671 billion in 2021. It took 38,644 deals to get to that figure. Compare that to three deals this year that by themselves will likely total $4 trillion. The numbers are eye-popping.  For Microsoft though, it’s not the numbers themselves that are important. It’s what will happen to the company once it as three newly minted trillion-dollar AI competitors. Until recently, when it came to AI, Microsoft was king of the hill. But can it keep that place? Microsoft’s weakened position The IPOs come at a particularly fraught time for Microso

A.I. demand is driving stock market gains and booming exports in South Korea and Taiwan. But the rest of the economy is being left behind.

China's sluggish domestic demand may prompt policy easing, impacting global markets and investor sentiment, especially in consumer sectors. The post Goldman Sachs cuts China Q2 GDP growth forecast to 4.5% as domestic demand sputters appeared first on Crypto Briefing.

Investors may face increased volatility and need to adjust strategies as reliance on Fed intervention diminishes amid geopolitical uncertainties. The post Morgan Stanley warns Fed won’t rescue investors in stock market test appeared first on Crypto Briefing.