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AI accelerator chip in a Wall Street setting as U.S. stock futures fall on technology and geopolitical concerns / AI

September 14, 2026-

U.S. Stock Futures Slide as AI Slowdown Calls and Middle East Tensions Hit Markets

U.S. futures fell as investors weighed calls from leading AI executives to slow frontier-model development against renewed Middle East tensions, rising oil prices and expectations for another Federal Reserve rate hike.

An oil tanker moves through a Middle Eastern shipping route as supply disruption risks continue to support higher oil price forecasts.

Peter Fay-

September 8, 2026-

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Goldman Raises Oil Price Forecasts as Middle East Disruptions May Extend Into 2027

Goldman Sachs raised its Brent and WTI forecasts by $5 per barrel as the bank expects Middle East shipping disruptions and geopolitical risks to remain important into 2027.

Crude oil tanker sailing through the Strait of Hormuz as renewed U.S.-Iran tensions push oil prices higher

Peter Fay-

August 31, 2026-

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Oil prices climb after U.S. strikes Iranian launchers on Larak Island

Brent climbed above $90 after U.S. forces struck Iranian launchers near the Strait of Hormuz, reviving concerns over shipping and regional oil supplies.

Oil tankers passing through the Strait of Hormuz as the United States, Iran and Oman pursue diplomatic negotiations.

Peter Fay-

August 3, 2026-

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Trump says Iran negotiations to begin on Monday, Hormuz deal ‘imminent’s

Chinese memory chipmaker CXMT surged around 470% in its Shanghai debut after raising $8.6 billion in Asia’s largest IPO of 2026. The rally reflects intense demand for semiconductor companies linked to artificial intelligence...

Bitcoin digital coin above a futuristic trading platform with subtle financial charts and geopolitical lighting, representing the cryptocurrency rebound after softer US inflation data.

Peter Fay-

July 16, 2026-

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Bitcoin rebounds to near $65k as rate jitters ease

Bitcoin and major altcoins rebounded after weaker-than-expected U.S. CPI data eased fears of an imminent Fed rate hike. However, geopolitical tensions in the Middle East and persistent inflation risks continue to cloud the...

Minimalist financial illustration with an oil barrel, world map and market chart, representing the Strait of Hormuz oil crisis and the resilience of the global economy.

Peter Fay-

June 1, 2026-

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Global Economic Resilience Amidst the Middle East Crisis: A Goldman Sachs Analysis

Megan Peters (Goldman Sachs) deconstructs the 27% GDP "worst-case" scenario, revealing how global reallocation mechanisms protect the U.S. while leaving India and South Korea exposed.