AI Capex, Real Cash
AI spending got audited by the market: tech winners were the ones who proved monetization, not just ambition. We cover the mixed tape, Asia’s early signal, jobless claims, mortgage rates, selective CRE debt, two notable real estate financings, the latest stablecoin policy tension, and a practical hot sales idea you can run in 15 minutes. Also: a nod to SIMERP, the no-cost employee benefit program that can save $630 per year in taxes, plus grow group financing options—including up to 100% financing for data centers, solar farms, oil and gas, and ground-up development.
Until tomorrow, be the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.