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AI market bubble exceeds dot-com peak — Goldman Sachs analysis

https://sudonull.com/ai-market-bubble-exceeds-dot-com-peak-goldman-sachs-analysis

Goldman Sachs analysts warn of AI bubble: NVIDIA's market cap reaches $4.85 trillion, while corporate AI investments yield no returns. Learn about the risks of market overheating and what awaits investors.

AI Productivity Paradox: $410 Billion Without GDP

https://sudonull.com/ai-productivity-paradox-410-billion-without-gdp

NBER and Goldman Sachs studies show: AI investments have no effect on productivity. Why 80% of companies have no growth and what CEOs predict. Analysis for business

From other projects

Record profit of Goldman Sachs and JPMorgan from volatility

https://ymaho.com/record-profit-of-goldman-sachs-and-jpmorgan-from-volatility

Why a 34% increase in FX derivatives revenue does not please investors. Risks of stagflation, Fed rates, and hidden threats to the banking sector. Full analysis.

IPO SpaceX: $2 trillion valuation and Goldman Sachs mandate

https://ymaho.com/ipo-spacex-2-trillion-valuation-and-goldman-sachs-mandate

Spacex is preparing for a record IPO with a $2 trillion valuation. Learn insider details of the Goldman Sachs mandate and reasons for going public. Read the analysis.

Anthropic AI for banks and IPO: analysis and forecasts

https://ymaho.com/anthropic-ai-for-banks-and-ipo-analysis-and-forecasts

Learn how Anthropic prepares AI agents for JPMorgan and Goldman Sachs, plans an IPO in 2026, and transforms the financial sector. Detailed analysis of risks and prospects.

Oil steadily above $100 due to double blockade of the Strait of Hormuz

https://ymaho.com/oil-steadily-above-100-due-to-double-blockade-of-the-strait-of-hormuz

Brent $105, WTI $100. The blockade of the strait removed 10 million barrels per day. The World Bank forecasts a 24% price increase. Find out why Goldman Sachs expects a deficit of 9.6 million bpd and how the UAE's exit from OPEC will hit the market.

IMF cuts US GDP forecast to 2% in 2026 due to wars and tariffs

https://ymaho.com/imf-cuts-us-gdp-forecast-to-2-in-2026-due-to-wars-and-tariffs

US economic growth will slow to 2% amid oil shock and retaliatory sanctions from the EU and China. The Fed is in a stagflationary trap, incomes are falling. Find out why Goldman and JPMorgan have frozen rate forecasts.

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