- Crude oil prices reached 91.39 USD per barrel on May 26 2026 amid ongoing Middle East tensions and shipping disruptions in the Strait of Hormuz
- Federal Reserve Governor Christopher Waller signaled a shift away from an easing bias as energy driven inflation shocks remain a primary concern for markets
- Goldman Sachs analysts highlight a supercycle in the memory chip market driven by unprecedented supply shortages and rising demand from hyperscalers like Amazon and Google
- The bank projects that AI driven infrastructure spending will remain a dominant force in business investment despite potential headwinds from tariffs and manufacturing slowdowns
Goldman Sachs raises 2026 capital expenditure forecast on artificial intelligence and tax incentives
May 26, 2026, 2:28:41 PM UTC(5 hours ago)
Impact: Medium
Affected Assets
Sources
From:@DeItaone
GOLDMAN SEES CAPEX GROWTH RESILIENT DESPITE OIL PRICES
Goldman Sachs raised its 2026 U.S. capital expenditure growth forecast to 7.8%, saying higher oil prices are unlikely to derail business investment momentum.
The bank sees continued strength from AI-driven infrastructure spending and tax incentives, offsetting tariff and manufacturing headwinds, with GDP growth projected at 2.1%.
