AI Infrastructure Investment: Separating Signal from Cycle
Hyperscaler capex on AI infrastructure has reached historic levels. We examine whether current investment levels are sustainable, which segments of…
May 6, 2026
Hyperscaler capex on AI infrastructure has reached historic levels. We examine whether current investment levels are sustainable, which segments of…
Goods inflation has retreated but services remain stubbornly elevated at nearly 4% YoY. We examine whether the Fed can achieve…
Private credit has grown from a niche alternative to a $1.7 trillion asset class. We examine whether this reflects a…