# Goldman Sachs
Latest news and articles about Goldman Sachs
Total: 6 articles found
Oracle Doubles Down on AI: Plans Up to $50bn Raise to Build Massive Cloud Capacity for OpenAI and Others
Oracle intends to raise $45–50 billion in 2026 through equity-linked securities, common stock and a senior bond to expand cloud capacity for large AI customers including OpenAI. The move highlights the enormous capital required for AI-scale data centres and has intensified investor concerns about returns, credit risk and the feasibility of the company’s expansion plans.
Alibaba Stakes a Claim in Nuclear Power to Secure an AI Advantage
Alibaba has taken a stake in a large nuclear power project as part of a broader push by Chinese tech firms to secure the baseload electricity needed for large AI deployments. China’s industrial capacity in power equipment and fast delivery gives its companies an edge in the global struggle for compute, reframing energy as a core element of AI competitiveness.
Gold Breaks $5,000 Barrier as Central‑Bank Buying and Safe‑Haven Flows Lift Prices
Spot gold topped $5,000 per ounce for the first time on January 26, propelled by central‑bank purchases, safe‑haven flows and expectations of easier U.S. policy. Analysts see both structural and cyclical support for higher prices, though they caution that a stronger‑than‑expected U.S. economy or profit‑taking could prompt corrections.
AI Boom Ignites a Metals Supercycle — Copper Poised to Stay in Shortfall as Gold Surges
A broad commodities rally led by metals has accelerated on the back of AI, EVs and robotics. Copper is forecast to remain in deficit this year and possibly worsen, while gold targets have been raised to unprecedented levels as investors seek real assets amid uncertainty.
Countdown to $5,000: Central Banks, US Debt and Geopolitics Reprice Gold
Gold has surged to within sight of $5,000 an ounce as geopolitical tensions, weakening US fiscal metrics, persistent central-bank buying and expectations of lower real rates reprice long-term financial risk. The rally is prompting both retail and corporate shifts into gold-linked instruments, while analysts caution against speculative chasing and highlight enduring structural drivers that could sustain higher prices.
Copper Bars Go Viral in China — A Genuine Bet on Electrification or a Retail Fad?
Small one-kilogram copper bars have become a social-media-driven retail fad in China's Shenzhen jewellery market, marketed as a low-cost way to invest in copper. While copper's industrial demand is structurally strong and prices have recently hit records, the bars trade at large premiums and lack established buyback channels, creating liquidity and valuation risks for retail buyers.