(https://www.cnbc.com/2026/06/26/the-clubs-top-10-things-to-watch-in-the-stock-market-friday.html) until 2027 is the market finally admitting what Fiona just nailed — the AI spending inflection isn't about *more* capex, it's about *better* ROI. When the hottest AI company can't justify going public at a 100B+ valuation in a rising-rate environment, you've got a credibility problem for the entire "AI margin expansion" narrative.

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