The financing of artificial-intelligence infrastructure is shifting from internally generated cash to bonds, leases and private credit, adding supply pressure to markets already coping with high government borrowing.
A new round of U.S.-Canada tariffs, pivotal technology earnings and a closely watched Federal Reserve appearance are set to shape risk appetite in the final full week of August.
Wall Street’s AI debate is shifting from enthusiasm about capacity build-outs to a closer examination of revenue growth, margins, cash flow and credible evidence of customer value.
Devolver Digital plans to cancel its AIM listing and return to private ownership, arguing that the public market no longer suits the uneven economics and long revenue tails of independent game publishing.
Global PC shipments fell 4% year on year in the second quarter of 2026 as memory costs constrained supply and demand, while Apple and ASUS were the notable growth exceptions among the leading vendors.