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Goldman Sachs
Wall Street's bellwether bank and its calls on markets.
- 12 stories
- latest 14 November 2026
- Saturday, 14 November 2026
Microsoft Outlook outage hits 70+ countries for about 19 hours
Why it matters: A handful of cloud providers now carry much of the world's daily work, so one bad upgrade becomes a global event. Know which tasks stop when email does, and keep a phone list and offline fallback ready.
- Friday, 6 November 2026
Europe is falling behind on AI and tech, and Britain must chart its own path, says Keegan McBride
Why it matters: India faces the same fork: it has little frontier compute but is exporting its digital public infrastructure, which the essay names as India's play. Which ecosystem it leans on will shape its access to chips, models and capital.
- Tuesday, 3 November 2026
Why AI is not yet showing up in productivity data
Why it matters: Firms bolting chatbots onto old workflows may be repeating factory owners who swapped one steam engine for one big motor; the payoff depends on redesigning the work itself.
- Sunday, 1 November 2026
AI's job hit so far looks like a Big Tech story, not an economy one
Why it matters: If the cause is misread, the fix will be too. Blaming AI for a hiring freeze driven by rates points policy and careers at the wrong problem.
- Wednesday, 28 October 2026
China's AI stocks crash 40% as US neocloud debt stress spreads
Why it matters: Two kinds of deflation are under way at once: a retail-driven equity crash in China and a slow squeeze on America's most indebted builders. Whether the US stays on the slow path depends on Big Tech's own earnings paying for the build-out.
- Tuesday, 27 October 2026
Anthropic's S-1 pitches a $40tn market and warns of catastrophe
Why it matters: Few issuers spell out that their product could be catastrophic. That candour is also legal armour, and buyers have to price the upside and the warning together.
- Sunday, 25 October 2026
CoreWeave's debt pile tests whether the AI build-out can be financed
Why it matters: AI's story is shifting from technology to financing. If credit gets dearer, neoclouds may have to sell shares, and big-customer contracts become the real collateral.
- Saturday, 24 October 2026
Hedge funds post broadest losses since Covid as AI stocks slide
Why it matters: When stock pickers, quants and multi-strategy pods all lose on the same day, diversification fails where it should work. The AI trade has become the market's biggest shared risk.
- Thursday, 22 October 2026
Is China falling into Japan’s lost-decade trap?
Why it matters: If Chinese households keep hoarding cash, the slowdown travels abroad as cheap exports and weaker demand for everyone else’s goods.
- Monday, 12 October 2026
Why shares are the new bricks and mortar
Why it matters: For renters, especially the young, investing becomes a real path to wealth rather than a consolation prize for missing the housing ladder.
- Monday, 28 September 2026
AI hyperscalers are transforming debt
Why it matters: AI’s cash appetite is starting to shape others’ borrowing.
- Friday, 25 September 2026
Oracle on the hook to pay Project Jupiter investors even if the New Mexico site has no power
Why it matters: Jupiter is the keystone of Oracle's plan to become an AI data centre player. The fee Oracle must pay would cover debt holders' interest in full plus a certain equity return for Blue Owl funds. The banks — led by BNP Paribas, Goldman Sachs, MUFG and SMBC — saw efforts to offload the debt to a broader group of institutional investors stall amid concerns over Oracle's creditworthiness, and the loans have been quoted at under 90 cents on the dollar. The four-year debt is priced at 2.5 percentage points over SOFR, with an optional two-year extension.
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