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May 06 2026

AI’s Profit Pushmi-Pulyu

  • May 6, 2026

Capital spending booms are often remembered as periods of IT transformation and optimism. Firms race to expand productive capacity, ushering in a new era of efficiency and growth. The current AI wave fits that description, but there is one underappreciated aspect of the frenzy: The asymmetric impact the capex surge will have on corporate profits today, versus several years from now.

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About The Author

Scott Opsal / Chief Investment Officer

Scott Opsal Chief Investment Officer

Scott oversees asset allocation, investment policies, and team coordination. He also conducts in-depth research using fundamental and quantitative analyses to support the firm’s portfolio and strategy recommendations.

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