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The Archive

Tag: Free Cash Flow

Macro & Monetary Policy

Corporate Profits Jumped $400.9 Billion—Capital Allocation Comes Next

August 29, 2026 · Macro & Monetary Policy Corporate Profits Jumped $400.9 Billion—Capital Allocation Comes Next U.S. corporate profits accelerated…

Aug 28, 2026 6 min read

Tech & AI Infrastructure

AI’s $145 Billion Question: Can the CAPEX Wave Protect Margins?

The AI investment cycle has entered a harder phase. Demand for cloud capacity remains strong, but the amount of capital…

Aug 7, 2026 6 min read

Tag: Free Cash Flow

Corporate Profits Jumped $400.9 Billion—Capital Allocation Comes Next

AI’s $145 Billion Question: Can the CAPEX Wave Protect Margins?

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