August 21st, 2026 | AI Boom Leverage, Oil Supply Risks, Travel Boom, Healthcare Stocks, Treasury Bond Buybacks, Home Insurance Deductible & More

The AI boom is starting to look a lot more leveraged than investors realizeThere is a growing risk in the AI infrastructure buildout that isn’t getting nearly enough attention: how much of this spending is being financed, and how much of the risk is sitting off the balance sheet. The headline numbers around capital expenditures are already staggering, but what…Refined oil could be in jeopardy over the next 6 to 12 monthsU.S. refineries are currently operating at historically high utilization rates at around 96.5%. Aside from July 25 of this year, when utilization briefly reached 97.2%, the last time refineries were operating at this level was in 2018, when utilization hit 96.6%...Americans are traveling more than everIf you’ve noticed how busy airports have been lately, there’s a reason: Americans are traveling more than ever, and there’s little sign of that slowing down. One reason is wealth. Americans collectively hold roughly $100 trillion in wealth. They’re also living longer and, perhaps more than any previous generation…Do you have any healthcare stocks in your portfolio?You may be thinking, “What a boring investment.” And it’s true, healthcare stocks have performed poorly over the last few years. But if your portfolio is heavily concentrated in high-risk areas like AI and technology, you may want to consider adding a couple of healthcare stocks...The Treasury just doubled its bond buybacks. But how much does it really change?The Treasury announced this week that it will at least double the maximum size of its long-term bond buybacks from $2 billion to at least $4 billion per operation, beginning in September. The move is designed to improve liquidity in the longer-dated Treasury market after long-term yields surged…Financial Planning: Do You Have the Right Home Insurance Deductible?Homeowners insurance across California has been an ongoing issue, with premiums rising sharply and some policies being canceled or not renewed by insurers. If your goal is to reduce the cost of homeowners insurance, one strategy worth considering is choosing a higher deductible and paying for smaller losses out…Companies: Peloton Interactive, Inc. (Ticker: PTON)