AI Capex Hits a Tipping Point as Investors Demand More Corporate Discipline

Published on July 31, 2026

Cash is king. Not for investors right now, but among the hyperscalers. The craving for capital is high as the AI arms race takes new twists and turns.

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Frayed Nerves

July 31, 2026
Forecasting is always fraught, but geopolitical turmoil makes it especially hazardous. Economic projections are only as reliable as the assumptions behind them, and those inputs can change quickly when conflicts are involved.

Build a Better Path, Part Two: Three-Dimensional Investing

July 31, 2026
In part two of AB’s “Build a Better Path” Disruptor SeriesTM, we shifted from diagnosing the challenge of long-term investing to a potential approach for solving it. With practical, actionable steps, investors have the potential to translate the concept of improving up/down capture into strategies aimed at improving portfolio design.