The Case for AI Is (Finally) Showing Up in Earnings

Published on November 17, 2025

The artificial-intelligence boom is raging, fueled by a mad dash to add computing capacity. Tech giants are funneling billions of dollars to construction companies and industrial suppliers of equipment and power to build the vast data centers that the technology requires.

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Economic Reacceleration: A Contrarian View

November 17, 2025
While consensus remains cautious, there is a case, however tenuous, for economic reacceleration. This isn’t about ignoring risks. It’s about acknowledging that conditions aligning could drive a shift from stagnation to renewed growth.

A Quiet Wall Street Force Fueled $17 Trillion Alternatives Boom

November 17, 2025
A small circle of investment consultants played a central role in the multi-trillion-dollar push into private markets, steering US pension funds toward private equity, real estate and hedge funds, according to a new study.