According to @CNBC, Goldman Sachs sees HVAC leader Carrier as a top AI data center winner due to cooling demand and backlog visibility.

According to @CNBC, Goldman Sachs says European halo stocks gain from AI capex, backing suppliers and adopters poised to monetize AI demand.

According to @CNBC, Goldman Sachs says AI capex and an energy supply bust will bolster the U.S. dollar as the yen’s slump extends.

According to @CNBC, SpaceX’s IPO total rose to $85.7B after underwriters exercised the overallotment, expanding capital for Starlink and AI ambitions.

According to @CNBC, Goldman Sachs says Nvidia and select AI leaders still have upside on AI spending and data center demand.

According to Sawyer Merritt, Morgan Stanley sees $3.4T 2040 revenue as SpaceX AI business drives growth; Goldman Sachs projects $160B revenue by 2028.

According to The Rundown AI, OpenAI is starting a $10B venture, while Anthropic formed a $1.5B JV with PE giants to scale enterprise AI adoption.

According to The Rundown AI, Anthropic formed a $1.5B JV to build a consulting arm with Blackstone, H&F, and Goldman Sachs, per the Wall Street Journal.