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Rob Kaplan, Sonic AI
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Rob Kaplan
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An estimated $800 billion is being spent on AI infrastructure for compute capacity this year.
Expert perspective
Rob Kaplan
May 22
Rob Kaplan predicts a multi-year trend where S&P earnings improve at double-digit rates, even with sluggish GDP growth, due to corporate AI adoption.
Expert perspective
Rob Kaplan
May 22
Goldman Sachs is expanding its presence in Texas from over 4,500 employees to more than 5,000.
Official source
Rob Kaplan
May 22
Market consensus has shifted from expecting a Federal Reserve rate cut later this year to now considering a potential rate hike or no change at all.
Expert perspective
Rob Kaplan
May 22
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