Nanya Technology predicts that the global DRAM shortage will continue until early 2028 due to supply chain delays and rising demand from the artificial intelligence sector.
Goldman Sachs has tripled its 2030 production forecast for humanoid robots, projecting a market value of $138 billion by 2035.
NVIDIA CEO Jensen Huang projects that annual global spending on AI infrastructure will hit $3 trillion to $4 trillion by 2030, driven by the continuous compute demands of autonomous systems.
Harvard University economists have revised their 2030 forecast for US electric vehicle sales to 38%, up from an initial estimate of 32%, despite the elimination of federal tax credits.
Bank of America has raised its 2030 semiconductor market forecast to $3,2 trillion, citing robust demand for AI infrastructure and memory chips.
TrendForce predicts that limited production growth for high-capacity NOR flash will lead to a price surge of 90–110% by the second half of 2026.
RBC Capital Markets warns of a potential 5-10% drop in the S&P 500 due to seasonal weakness and the November 3 midterm elections.
Sinopec expects a 600 000 bpd drop in China's oil demand for 2026, triggering a reassessment of crude oil price forecasts in prediction markets.
