Mortgage costs could move lower in 2026 if employment slows. However some cuts to interest rates are already baked into mortgage rates, which is why rates fell in 2025.
AI infrastructure is transitioning into a phase where aspects like inference, power efficiency, and high-speed interconnects become more crucial than merely adding more..
However, does this solid operational performance warrant further growth from current levels? We believe there is limited upside potential from the current levels...