U.S. investment in data centers and AI infrastructure is projected to total $10.3 trillion from 2025–2032, averaging about 3.6% of GDP annually. The scale would exceed past infrastructure booms, including railroads at 2.24%, highways at 1.13%, and telecom/fiber at 1.1%. 1
The Federal Reserve increased interest rates by 0.25% on September 16th. Since 1994, the Fed has raised rates in a tightening cycle six times, and the S&P 500 has declined an average of 3% in the month after the first rate hike. *2
New business creation in the US was up 25% from the end of 2024 as of August 2026. Interestingly, solo founders (i.e., no employees) started 36% of new companies last year, up 53% from 2019 levels. 3
Despite concerns about AI-driven job losses, companies that heavily invested in and deployed AI grew their workforces by roughly 10% in the two years after adoption, based on an analysis of more than 70,000 U.S. businesses. 4
Barron’s - “The AI ‘Jobpocalypse’ Isn’t Happening. Here’s What the Data Actually Shows.”
MFS - “Beyond the News”
Barron’s - “How to Protect Your Retirement Savings From AI Scams and Cyber Threats”
WSJ - “The AI Build-Out Is Becoming the Biggest Economic Bet in U.S. History”
*Past performance is not indicative of future performance
Client Focused Trading® for large institutions, pensions, hedge funds, wealthy families, and private equity for over 30 years.
Glen Eagle Wealth, LLC is a member of FINRA and SIPC
This desk commentary is for informational purposes only
