Who needs rate cuts? Even the Fed's new chair admits companies are easily raising capital on financial markets amid epic stock and debt binge | Fortune

Who needs rate cuts? Even the Fed's new chair admits companies are easily raising capital on financial…

$225B in 2026 IPO proceeds (vs. $44B in 2025) and $1.23T corporate debt YTD fuel hyperscaler AI infrastructure acceleration. IT leaders should expect intensified vendor competition, compute pricing shifts, and rapid evolution in enterprise AI budget allocation over the next year.