Weekly Playbook
+2
Aug 3, 2026
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4 min read
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.
