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#ai capex
Stock analysis posts tagged "ai capex" from Openbook.
Saturday Special
AI Spending Has Become An Inflation Problem Before A Productivity Gain
The AI build-out has become a macroeconomic demand shock, and it is the marginal reason the Fed is close to hiking. Investors hold AI equities as shelter from the tightening they are causing.
Saturday Special
Why A Rate Hike Would Lower The 30 Year Treasury Yield, Not Raise It
The 30-year Treasury yield is now a supply variable, not a Fed variable. A December rate hike is the thing long bond holders should worry about least. The deficit and AI debt are the real drivers.