Hyperscaler Debt Issuance, Next-Wave Growth, and Industrial Renaissance

<p>This week, our 3 Things are:</p><ol><li>Hyperscaler debt issuance. Funding the AI build-out goes global. </li><li>Next-wave growth. Beyond AI and wealthy household spending, these forces will help.  </li><li>Industrial Renaissance. How real is it?</li></ol>