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Goldman Sachs projects the five largest US hyperscale cloud providers will increase AI infrastructure spending 54% by 2027 to $1.2 trillion, above Wall Street expectations.

2026-09-25

Goldman Sachs projects the five largest US hyperscale cloud providers will increase AI infrastructure spending 54% by 2027 to $1.2 trillion, above Wall Street expectations.

Other News
2026-09-25

Russian presidential press secretary Dmitry Peskov said a trilateral Russia–US–Ukraine meeting could take place in the near term but offered no details. He made the remark after the US proposed a technical-level tripartite meeting in the UAE and said

Russian presidential press secretary Dmitry Peskov said a trilateral Russia–US–Ukraine meeting could take place in the near term but offered no details. He made the remark after the US proposed a technical-level tripartite meeting in the UAE and said the matter was discussed during a recent Putin–Trump call. Peskov also confirmed that presidential special envoy Dmitriev will visit the United States and is engaging with US negotiating counterparts Witkoff and Kushner on potential economic interactions.
2026-09-25

Key News 1. Fed's Williams: Continued supply shocks cannot be ignored. 2. Citi: Remains bullish on US stocks, maintains an overweight view, and will increase investment exposure during market corrections. 3. Goldman Sachs: The top five US hypersca

Key News 1. Fed's Williams: Continued supply shocks cannot be ignored. 2. Citi: Remains bullish on US stocks, maintains an overweight view, and will increase investment exposure during market corrections. 3. Goldman Sachs: The top five US hyperscale cloud service providers will increase spending on artificial intelligence infrastructure by 54% to $1.2 trillion in 2027, exceeding Wall Street expectations. 4. Following the release of US durable goods data, the yield on the 30-year US Treasury note rose 1.85 basis points to 5.481%; the yield on the 10-year US Treasury note rose 2.36 basis points to 5.186%. Stock News 1. Deutsche Bank: Lowered its price target for PayPal from $60 to $55. 2. Deutsche Bank: Raised its price target for Meta from $750 to $820. 3. Market news: Millennium Management's new round of fundraising attracted $30 billion in client demand. 4. According to Japan's Kyodo News, Honda is considering investing 400 billion yen to build a hybrid vehicle factory in Ohio. 5. Microsoft: Launches a new Copilot with Home, Code, and Autopilot features. "Office in Copilot" brings the full functionality of Word, Excel, and PowerPoint into Copilot.
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