An estimated $800 billion is being spent on AI infrastructure for compute capacity this year.

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.

Goldman Sachs is expanding its presence in Texas from over 4,500 employees to more than 5,000.

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.