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06.12.25 - 02:09
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USA Or China: Goldman Breaks Down Who Will Win The AI War (ZeroHedge)
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USA Or China: Goldman Breaks Down Who Will Win The AI War
Even after the latest US-China trade truce, the superpower race for technological dominance remains red hot - and will only intensify through the end of the decade.
The battle is over who controls the technologies that will dominate the 2030s: AI chatbots, advanced chips, drones, humanoid robots, clean tech, EVs, satellites, reusable space rockets, hypersonic weapons, next-gen grid power generation, and the critical minerals that make all of it possible.
The latest comments from U.S. Trade Representative Jamieson Greer reveal that the Trump administration is pushing for a stable trade environment with Beijing, which makes perfect sense heading into the midterm election cycle.
"I don't think anyone wants to have a full-on economic conflict with China and we're not having that," Greer said Thursday at the American Growth Summit in Washington.
Greer continued, "In fact, President Trump has had the opportunity to use all th...
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05.12.25 - 18:27
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"No Longer Gold′s Quiet Sidecar": Silver Surges To Record High As China Demand Exacerbates Squeeze (ZeroHedge)
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"No Longer Gold's Quiet Sidecar": Silver Surges To Record High As China Demand Exacerbates Squeeze
As we have detailed extensively recently (here, here, and here), silver's latest breakneck surge to record highs was in large part due to collapsing inventories of the precious metal in Chinese warehouses linked to the Shanghai Futures Exchange, which just hit the lowest level since 2015.
The squeeze continues to accelerate and this morning the white metal topped $59 - a new record high...
...as rising rate-cut odds support the buying...
...and Chinese demand continues to build back inventories...
Strong inflows to exchange-traded funds added more impetus to a scorching rally, as Bloomberg reports, total additions to silver-backed ETFs in the four days through Thursday are already the highest for any full week since July, a strong signal of investor appetite despite signs silver's gains may be overdone.
As Goldman notes, key catalysts for silver's recent rise include a depletion o...
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05.12.25 - 11:48
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Fed Must Remain Independent, Goldman′s Kaplan Says (Bloomberg)
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The next Fed chair must prove that they are able to balance issues and have debates without regard to political pressure and political considerations, said Robert Kaplan, Vice Chairman of Goldman Sachs and former President of the Federal Reserve Bank of Dallas. Kaplan also spoke of the importance of investing in education and professional skills to help the US workforce adapt to an AI-enabled world. Robert spoke to Anna Edwards on "The Pulse" on Bloomberg Television on December 4. (Source: Bloomberg)...
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04.12.25 - 16:48
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This Is the Only eVTOL Stock Goldman Sachs Loves. Should You Buy? (24/7 Wall St.)
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The electric vertical takeoff and landing (eVTOL) industry is set to transform short-haul travel and urban aviation. It promises commuters can ditch gridlocked highways for quick hops between city centers, airports, or even hospitals, and do so faster, quieter, and greener than helicopters. These air taxis could slash commute times and open new markets in cargo ... This Is the Only eVTOL Stock Goldman Sachs Loves. Should You Buy?
The post This Is the Only eVTOL Stock Goldman Sachs Loves. Should You Buy? appeared first on 24/7 Wall St.....
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04.12.25 - 14:54
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Goldman Warns Copper′s Parabolic Breakout Lacks Stability (ZeroHedge)
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Goldman Warns Copper's Parabolic Breakout Lacks Stability
Copper futures on the London Metal Exchange opened the week with a breakout to new record highs (see report). On Wednesday, we highlighted a Goldman note detailing the "circular melt-up" mechanics driving the move higher. By Thursday, a separate Goldman analyst was cautioning clients that the parabolic move above $11,000/ton is unlikely to last.
At 6:30 ET, LME copper futures hit a fresh record at $11,575/ton, driven by a scramble to move metal into the US warehouses ahead of potential Trump-era import tariffs and a burst of demand from Asia. The combination has intensified global tightening fears amid soaring AI data center buildouts and massive power grid upgrades.
The question now is how long this breakout into record territory can last, and whether the momentum will carry into 2026. To address that question, a team of Goldman analysts led by Aurelia Waltham published an overnight note titled "Copper: Our Favourite In...
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