My back-to-work morning train WFH reads: (opens in new tab)

My back-to-work morning train WFH reads: • The impact of the AI capex boom on S&P 500 return on equity: Record profitability has been one of the factors supporting high S&P 500 valuations. S&P 500 ROE has surged by 150 bp during the past four quarters, driven by a boost from the mega-cap technology stocks… The post appeared first on .