Investing in equities within technology infrastructure is accelerating, with cloud service providers reporting a 20% increase in enterprise contracts. Analysts suggest this trend could drive above-market returns over the next 12 months, especially for firms scaling AI and IoT integration. ‘We’re in a market bubble based on AI exuberance’: I’m moving my $200K IRA to a money-market account. Is that wise? Rising borrowing costs Thirty-year government bond yields, 2000-2025 The materials sector outlook for investing in equities is increasingly positive, given rising demand for rare earth minerals used in EV batteries. Stock prices in this sector have outperformed the S&P 500 by 3% in the past month.
