Key takeaways:The AI-driven race to buildout compute capacity has lead to a surge in capex and infrastructure is the hidden winnerUtilities in particular are core beneficiaries of the current capex super‑cycleHistory suggests infrastructure delivers outsized returns in capex cycles.

Artificial intelligence is rapidly entering financial services, promising efficiencyand better member experiences. But in regulated environments, whereaccuracy, consistency, and auditability are essential, concerns about AIhallucinations remain high.

Impact of AI on Financial Planning 

Salt  Global

A review of key global market trends in equities, bonds, and commodities.