Citadel Securities warns that the enormous scale of AI investment leaves markets almost no room for disappointment, while Goldman Sachs says hedge funds dumped tech stocks at the fastest pace in two years.
Goldman Sachs raised its copper price targets for 2026 and 2027, betting supply tightness and steady demand keep the metal elevated. The call lands as copper futures slip in overnight trade and investors weigh a broader commodities picture.
Goldman Sachs expects a record $1.7 trillion wave of US share lockup expirations in 2027, matched by an equal amount of corporate share buyback demand. The standoff could reshape how global investors value American equities.
The NAND flash maker owned by South Korea's SK Hynix has reportedly chosen lead banks for a US listing that could value it near $100 billion. The deal would test investor appetite for memory chips as AI demand surges.
Samsung Electric's Chinese subsidiary secures major US contract for data center transformers amid market volatility and stock fluctuations.
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