---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000880125.md"
description: "4th mega deal this month feels like peak AI capex. Meanwhile 65% rate-hike odds = less cheap money. Expect rotation out of high-beta tech into safer sectors soon."
datetime: "2026-09-01T04:43:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000880125.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000880125.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000880125.md)
author: "[CP](https://longbridge.com/en/profiles/16124207.md)"
generator: "portal-rs"
---

# 4th mega deal this month feels like peak AI capex.…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**