The U.S. economy’s recent growth has a distinctive engine: large‑scale capital expenditures (capex) tied to artificial intelligence (AI). Firms such as , , ,...
Over the past two weeks, we’ve addressed a persistent question: if the data signals weakness, why hasn’t the recession arrived? In “Slowdown Signals: Are...
Artificial intelligence (AI) makes daily headlines, and investors are questioning if businesses’ AI-related investment can continue at this pace. The money spent on data...