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Source document· April 16, 2026

Goldman Sachs, Morgan Stanley see stock surge from AI boom

View original at finance.yahoo.com

Goldman Sachs, Morgan Stanley see stock surge from AI boom Talk about a real-time snapshot: Bank earnings season, unfolding this week, has offered perhaps the clearest picture yet of which sectors of the economy are benefitting from this historic capex binge brought on by the AI buildout…

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What we drew from this source

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The five major AI hyperscalers issued $121 billion in U.S. corporate bonds in 2025, compared to an average of $28 billion per year in the five years prior
60% confidence
Estimates for 2026 AI hyperscaler bond issuance range from $175 billion to $300 billion, representing either 50% growth or nearly triple 2025 levels
60% confidence
Major tech companies have announced more than $700 billion in capital expenditures for 2026 alone, a 70% increase over 2025
60% confidence
Oracle bonds are trading closer to junk than investment grade, making it the weakest credit bet among AI hyperscalers
60% confidence

Data points we hold from this source

Goldman Sachs & Co. LLC · advisory revenue	1.5 USD
Goldman Sachs & Co. LLC · investment banking fees	2.84 USD
Goldman Sachs & Co. LLC · investment banking fees growth	50 percent
Goldman Sachs & Co. LLC · equity underwriting revenue	535 USD
Goldman Sachs & Co. LLC · equity underwriting growth	45 percent