When Will AI Meet Cash Flow Reality?

Published on October 19, 2026

Today, we are going to look at some of the cracks which are becoming visible in the AI space. It will change the nature of index investing, the economy and portfolio management for the next decade. And generally, not in a good way as far as current AI investors are concerned.

Continue reading on website
Other news

The Big Four Recession Indicators: Industrial Production

October 18, 2026
Industrial production grew 0.7% in September after August's 0.1% growth. This was lower than the expected 0.4% growth and marks a 2.8% increase compared to one year ago.

Hedge Fund Strategy Outlook: Fourth Quarter 2026

October 19, 2026
As we enter the final quarter of 2026, the investment backdrop remains constructive but increasingly differentiated. Economic growth and corporate earnings have remained resilient, while continued investment in artificial intelligence (AI) and other productivity-enhancing technologies has supported capital spending and market sentiment.