Goldman: AI Driving Electricity Demand

MRKT Matrix - Tuesday, February 17th

• S&P 500 rises to start shortened week, led by banks; software shares slide (CNBC)
• The Macroeconomic Spillovers From AI Electricity Demand (Goldman Sachs)
• AI’s electricity demand is fuelling inflation, crimping consumer spending and slowing economic growth (FT)
• Apple Ramps Up Work on Glasses, Pendant, and Camera AirPods for AI Era (Bloomberg)
• Exclusive: Pentagon threatens Anthropic punishment (Axios)
• Anthropic Says New AI Model Is Better at Using Computers (Bloomberg)
• Ford to follow Tesla Cybertruck with electrical tech in new EV pickup (CNBC)
• Warner Bros throws ownership battle open by giving Paramount a week to up its offer (FT)

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MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets

Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs