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21.04.26 - 02:57
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Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges (ZeroHedge)
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Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges
Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on "the impact of AI on profit pools."
In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to automate roads and highways.
"We expect a strong ramp up of robotaxis in China, with the robotaxi fleet in China growing from 5k in 2025 to 14k in 2026E (+195% YoY)," Chang began the note.
He pointed out that this update on China's robotaxi and robotruck fleet indicates that "Commercialization is speeding up, with several players achieving city-level break-even."
"We are raising our robotaxi forecasts for 2025-2035E by 7%-25%. By 2035E, robotaxis should account for 36% of all...
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20.04.26 - 21:30
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KBRA Assigns Preliminary Ratings to GS Mortgage-Backed Securities Trust 2026-CES2 (GSMBS 2026-CES2) (Business Wire)
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NEW YORK--(BUSINESS WIRE)--#creditratingagency--KBRA assigns preliminary ratings to 7 classes of mortgage-backed notes from GS Mortgage-Backed Securities Trust 2026-CES2 (GSMBS 2026-CES2), a $305.0 million RMBS transaction sponsored by Goldman Sachs Mortgage Company, entirely of closed-end second lien mortgages (CES; 100.0%). The underlying pool is seasoned approximately 8 months and comprises 3,854 loans, with AmeriSave Mortgage Corporation (66.4%) as the largest contributing originator. The collateral is characterized mostly by fully amortizing, fixed-rate mortgages (FRMs) with 10-year (3.0%), 15-year (5.7%), 20-year (17.4%), 25-year (1.8%) and 30-year (72.1%) terms.
The GSMBS 2026-CES2 deal structure incorporates excess spread along with a sequential interest and principal payment waterfall. Losses will be allocated reverse sequentially beginning with the Class B-3 Notes through to the Class A-1 Notes.
To access ratings and relevant documents, click here.
Click here to view the report.
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