Notes, ideas, and updates from the Open Finance Academy community.
September 13, 2026
Few questions matter more to investors, workers, and household budgets right now than whether the artificial intelligence boom is a durable technology shift, a financial bubble, or some combination of both. This post looks at the numbers behind that debate and lays out the most likely directions the industry could take between now and the end of 2027.
September 13, 2026
Read a technology earnings headline today and you might encounter something like this: Hyperscalers are increasing CAPEX to meet inference demand, despite pressure on free cash flow. In ordinary language: giant technology companies are buying more computing infrastructure to run AI, leaving less cash after those purchases. The vocabulary sounds complicated. The underlying question is familiar: will an expensive purchase earn enough to justify its cost?
September 12, 2026
As of September 12, 2026, the latest official US inflation data covers August. The Bureau of Labor Statistics released that report on September 11, because the September CPI report is not scheduled until October 14.
September 12, 2026
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