• Foreign investors bought a record $426 billion in U.S. stocks and investment fund shares in the second quarter of 2026.
• AI investment is driving demand for U.S. equities, with annual AI capital expenditures projected at $765 billion.
• The Shiller CAPE ratio approached 41, versus a long-run average near 17, highlighting historically elevated valuations.
• CoreWeave bond yields exceeded 15% as investors questioned whether its debt-funded expansion could generate sufficient cash to meet obligations.
• Growing foreign exposure to U.S. technology shares raises cross-border financial risks if AI earnings disappoint.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Blend Financial Inc. published the original content used to generate this news brief on October 30, 2026, and is solely responsible for the information contained therein.