A dated archive edition for teams that want stable weekly URLs instead of a single rolling page. Root `/best-of-this-week` stays rolling; this route preserves editions.
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#1 archived pick
J.P. Morgan
Oct 23, 2026
36 sec read
The AI buildout, which has already absorbed $1.6 trillion in capital since 2023, faces growing financing risks.
While demand for compute remains exceptionally strong, with projections of over $1 trillion in annual spending, the expansion is increasingly reliant on debt markets.
#2 archived pick
Federated Hermes
Oct 23, 2026
38 sec read
September retail sales beat expectations at 0.8% growth, driven by a surge in gas station sales due to rising energy prices.
Excluding autos and gas, sales were a much more modest 0.2% increase.
#3 archived pick
Invesco
Oct 23, 2026
20 sec read
ETFs offer a structural advantage for tax efficiency compared to mutual funds.
This stems from their "in-kind" creation and redemption process, managed by authorized participants.
#4 archived pick
Federated Hermes
Oct 23, 2026
24 sec read
Data center securitizations offer fixed income investors a way into the AI boom, but structure matters.
Data center ABS are typically master trusts allowing for future collateral additions, while CMBS are backed by specific mortgage loans.
#5 archived pick
Federated Hermes
Oct 23, 2026
32 sec read
The AI revolution's reliance on data centers is shifting from copper to optical networking.
This transition is driven by the need for greater efficiency and reduced signal degradation over longer distances.