Weekly Playbook
+2
Oct 26, 2026
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3 min read
SYK · CYH · FTRE · An aging population accelerates a rotation into lower-cost outpatient care.
Oct 19, 2026
4 min read
ARBV · BANR · EPRT · AI infrastructure decouples from broader commercial real estate weakness.
Oct 12, 2026
CFFN · BVFL · SMBC · Wall Street advisory fees just rebounded to their highest levels since 2021.
Oct 5, 2026
ABEO · LFVN · KROS · Orbital analytics face a valuation test as sovereign data demand expands.
Sep 28, 2026
ORCL · ANDE · GTES · Autonomous forecasting replaces heavy stockpiles to free up working capital.
Sep 21, 2026
BEP · OSBC · WD · Data centers pull away from office real estate on soaring power demand.
Sep 14, 2026
KNCRF · CRI · CIG · Surging AI compute demand is redirecting IT budgets into physical hardware.
Sep 8, 2026
KNCRF · CRI · CIG · Surging AI compute spend triggers a physical infrastructure supercycle.
Aug 31, 2026
FFXDF · JAMRX · SCGLY · Surging compute capex is driving demand upstream into critical materials.
Aug 24, 2026
BWB · AAGTX · CIBEY · Surging data center spending triggers a rush for physical commodities.
Aug 17, 2026
BBT · LPCV · UNB · Hyperscaler AI spending is fueling a physical infrastructure surge.
Aug 10, 2026
OBT · PRHI · TCBS · AI capex hits physical grid constraints as data center power needs soar.
Aug 3, 2026
RMBI · PAYS · NFBK · Enterprise AI demand is shifting capex from software to power and hardware.
Jul 27, 2026
TIPT · CRARY · KEY-PJ · State balance sheets are reallocating capital into physical infrastructure.
Jul 20, 2026
NPK · FANUY · SAFRF · Rate cuts and regulatory relief are coaxing capital off the sidelines.
