Hyperscaler Capex by Company A once-in-a-generation AI-driven capex boom is reshaping the industry. Hyperscalers are spearheading this change with massive investments in AI infrastructure, with spending set to reach $330 billion in 2025. Image: Goldman Sachs Global Investment Research
Economy-Wide Firm AI Adoption Rate Since 2025 began, the adoption of artificial intelligence by firms has surged, largely due to proven increases in efficiency, reduced expenses, and improved profits industry-wide. Image: Goldman Sachs Global Investment Research
U.S. Tech Stocks During the first half of 2024, large U.S. tech companies have significantly outperformed their smaller counterparts, reflecting the ongoing dominance of major players in the tech industry. Image: BofA US Equity & Quant Strategy
U.S. Wage Inflation – Average Hourly Earnings: Leisure and Hospitality Wage inflation is building in the service industry in a context of labor shortages. Image: BofA Global Research
Tourism as a Share of GDP in Different Countries The spread of coronavirus in Europe could affect its tourism industry. Image: Deutsche Bank Global Research
Most Important Variables When Forecasting Real GDP Search trends are very different between China (manufacturing industry) and the USA/Eurozone (consumer), when forecasting real GDP. Image: Arbor Research & Trading LLC
Investor Allocation by Region in the U.S. This chart is a good example of investment bias and shows the likelihood of owning stocks in an industry vs. national average. Picture Source: J.P. Morgan Asset Management
Why Are Oil and Gas Companies Making Massive Investments for the Next 10 Years? Oil and gas companies are making massive investments for good reasons. The energy demand will flatten after 2030 and the oil and gas industry will go through a transition over the next decades. Below is the oil and gas forecast to 2050.…
Which Country Has the Highest Density of Robot Workers? South Korea had 710 installed industrial robots per 10,000 employees in the manufacturing industry in 2017. When robots replace manual labor, the productivity and the quality of products increase dramatically. Robots increase labor productivity levels and won’t take all the jobs. Image: Statista
Why Potential GDP Has Been Cut in Half Since the 1950’s? The main reason is a lower productivity than previous business cycles, due to: – lower population growth – the service sector is growing faster than the industry sector – lower quality jobs in the service sector have a lower productivity than in the industrial…
Watch Warren Buffett’s full interview with CNBC’s Becky Quick In this interview, Warren Buffett speaks about rail road, Berkshire Hathaway, economic slowdown, yield curve, recession, stock vs. bond, airlines & automotive industry, capitalism, inequality, benefits of free trade, IPOs, entertainment industry, Apple, American Express, Wells Fargo, real estate commission, philanthropy with 2% of GDP, odds,…