Corporate shocks, market plumbing and the structure that can break.
Datacenter and chip investment remains a durable engine of US capex and GDP, underpinning the expansion and supporting cyclical and tech equities alike.
Datacenter and grid demand drive a multi-year boom in transformers, switchgear and turbines, re-rating electrical-equipment makers as core AI beneficiaries.
A backlog of strategic and sponsor-led deals converts into announced transactions, rebuilding advisory pipelines and underpinning a sustained investment-bank fee upcycle.