The AI Boom Is Changing Hands
The AI Boom Is Changing Hands For much of the last three years, the AI story looked deceptively…
July 2026Stat 2.3 – Monthly Data Dive of 10 essential charts shaping the markets
From tech-driven profits to shifting global supply chains, here are a few signals that stood out:
🔹 Big Tech capex continues to surge, with hyperscalers leading the spend cycle while Apple stays asset-light
🔸 Tech companies are now a growing force in investment-grade debt issuance, alongside financials.
🔹 US households have more wealth allocated to equities than real estate — a shift last seen during the dot-com era.
🔸 The recent correction in software stocks has been driven by multiple compression, not earnings downgrades.
🔹 India’s aerospace manufacturing remains skewed toward lower-value segments of the global value chain.
🔸 Customer support hiring has dropped significantly, reflecting increasing automation and AI adoption.
Also in the deck:
– Global aircraft fleets are ageing, with supply struggling to keep pace with demand.
– Domestic 2W sales in India are set to surpass previous peaks, signalling a cyclical recovery.
Swipe through the full deck for charts, data, and our sources.
You can also download the PDF file by clicking here
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