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1. A Look at $7Trillion Cash on Sidelines

Spilled Coffee Blog Yes, money market balances are at all-time highs. But so is the value of everything else. The S&P 500’s total market cap has surged over the last decade. Even as cash balances look large in absolute terms, they haven’t grown nearly as fast relative to total asset values. As a percentage of total market cap, cash hasn’t really budged. In fact, as a percentage of the S&P 500 market cap, it’s near a record low.

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2. AI is Now Largest Segment of Corporate Debt-$1.2 Trillion

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3. UAE and Singaport Lead AI Adoption

Jim Reid Deutsche Bank

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4. Capital Spending From Major AI Hyperscalers

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5. AMD Yesterday’s Rally Kicked It Above 2024 Highs

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6. Gold vs. U.S. Dollar Chart

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7. Dan Ives M&A Target List-CNBC

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8. IBIT $100B

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9. 30-Year Home Mortgage Rates Chart

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10. Interesting Poll of Pennsylvania College Kids….2% Trust Politicians, Climate/Environment Ranks Last in List of Worries, and Academics Come In Last for Information Sources

Philly.com by Julia Terruso

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