JPMorgan's Dimon Weighs In on AI Boom, Bond Selloff and UK Banks
THE SO WHAT
When Jamie Dimon is talking in the same breath about financing the AI boom and a global bond selloff, he’s flagging that cheap capital for long-duration AI infrastructure is not guaranteed. If your AI buildout assumes low rates and easy debt, revisit your financing stack and timing before the window narrows further.
READ THE SOURCE
MORE FROM THE WIRE
Tech & InnovationXPO grows service center network to 300 sites
XPO pushing its LTL network to 300 terminals in Phoenix and Kansas City is a capacity and service-level play—more doors, shorter hauls, tighter SLAs. Shippers should treat this as leverage in 2027 bid cycles, especially if your incumbents are slow-walking density in those metros.
Tech & InnovationApple hiked the M5 MacBook Air’s price. Prime Day just erased it
Retailers wiping out Apple’s M5 MacBook Air price hike on Prime Day shows how quickly hardware ASP increases can be neutralized by channel promos. If you’re planning device refreshes, treat list prices as signaling, not reality—lock in volume deals around these event windows instead of chasing launch cycles.
Tech & InnovationTop trucking conferences and events in 2027
A concentrated 2027 trucking conference calendar is less about swag and more about where procurement, tech, and regulatory conversations will actually converge. If freight is material to your P&L, pick 1–2 events where your shippers, carriers, and autonomy vendors overlap and anchor your roadmap discussions there.
Tech & InnovationUber is spending $2.3B to get into catering
Uber putting $2.3B into catering is a move upmarket—from on-demand meals to scheduled, high-ticket, B2B food logistics. If you run a restaurant group or office food program, expect new bundle offers and tighter SLAs, and reassess whether your existing caterers can match Uber’s routing and demand aggregation.