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Big Tech’s $650B AI Capex Fuels Data Center Boom

Big Tech’s $650B AI Capex Fuels Data Center Boom

Treasury Yield Curve Steepens

Feb 6, 2026

•

12 min read

Home Values Fall 0.4% in January

Home Values Fall 0.4% in January

Google Doubles 2026 Capex to $175B–$185B

Feb 5, 2026

•

12 min read

Are Buydowns Inflating Home Prices?

Are Buydowns Inflating Home Prices?

The Supply-Demand Puzzle: Mortgage Buydowns and Home Price Dynamics

Jul 27, 2025

•

14 min read

Homebuilders Propose 'Trump Homes'

Homebuilders Propose 'Trump Homes'

Middle-Income Consumers Turn To Value As Chipotle Guides Flat 2026 Sales

Feb 4, 2026

•

12 min read

Power Production Move In-House

Power Production Move In-House

US Homebuyers Gain Leverage

Feb 3, 2026

•

11 min read

Most Popular

Latest Posts

Big Tech’s $650B AI Capex Fuels Data Center Boom

Treasury Yield Curve Steepens

Feb 6, 2026

•

12 min read

Big Tech’s $650B AI Capex Fuels Data Center Boom

Home Values Fall 0.4% in January

Google Doubles 2026 Capex to $175B–$185B

Feb 5, 2026

•

12 min read

Home Values Fall 0.4% in January

Homebuilders Propose 'Trump Homes'

Middle-Income Consumers Turn To Value As Chipotle Guides Flat 2026 Sales

Feb 4, 2026

•

12 min read

Homebuilders Propose 'Trump Homes'

Power Production Move In-House

US Homebuyers Gain Leverage

Feb 3, 2026

•

11 min read

Power Production Move In-House

Oracle Doubles Down: $50B AI Gambit

Blackstone Eyes REIT Take-Privates

Feb 2, 2026

•

16 min read

Oracle Doubles Down: $50B AI Gambit

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