The AI boom is transforming one of the biggest deflationary forces into a key source of US inflation:
Import prices for computer and electronic products surged +7.4% in the first 6 months of 2026, to 77.1 points, the highest since January 2016.
This also marks a +8.0% YoY jump, the largest annual increase on record.
This represents a historic reversal from a downtrend which persisted for over two decades.
Between 2006 and 2019, computer and electronic product import prices fell -30%, as improving technology and manufacturing efficiency consistently pushed costs lower.
Now, the AI investment boom is straining manufacturing capacity for semiconductors, servers, and electronic components, as companies race to build out AI infrastructure regardless of cost.
The AI revolution has flipped technology from a long-term source of deflation into a major driver of inflation.
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Import prices for computer and electronic products surged +7.4% in the first 6 months of 2026, to 77.1 points, the highest since January 2016.
This also marks a +8.0% YoY jump, the largest annual increase on record.
This represents a historic reversal from a downtrend which persisted for over two decades.
Between 2006 and 2019, computer and electronic product import prices fell -30%, as improving technology and manufacturing efficiency consistently pushed costs lower.
Now, the AI investment boom is straining manufacturing capacity for semiconductors, servers, and electronic components, as companies race to build out AI infrastructure regardless of cost.
The AI revolution has flipped technology from a long-term source of deflation into a major driver of inflation.
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MoneyGramβs CEO says crypto payments work best when customers donβt know theyβre using crypto
the goal is to make cross border payments faster, easier and cheaper
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the goal is to make cross border payments faster, easier and cheaper
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Disturbing video aboard a Carnival cruise ship shows a woman with a severe case of foot fungus scraping flakes of skin from her foot with her hand before switching to the shipβs utensils to finish the job
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NEW - UK's new Prime Minister Andy Burnham approves the use of British military bases by the U.S. for "defensive strikes" against Iran
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More than 6,000 illegal aliens were registered to vote in New Jersey, with hundreds of them casting ballots in various elections since 2023.
This comes after the Department of Homeland Security alleged that New Jersey had more than 35,000 illegal aliens on its voting rolls.
Democrat Governor Mikie Sherrill claims that the enrollments were due to a 'software error', and that the accidental voters were "scattered across the state."
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This comes after the Department of Homeland Security alleged that New Jersey had more than 35,000 illegal aliens on its voting rolls.
Democrat Governor Mikie Sherrill claims that the enrollments were due to a 'software error', and that the accidental voters were "scattered across the state."
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65-year-old Carl Isom-McDaniel is speaking out after being tossed by a charging bison in Yellowstone, saying the landingβnot the launchβcaused his fractured hip and broken femur. Heβs now thanking the medical team treating him as he begins a long recovery
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Secretary of War Pete Hegseth: "Iran is at the weakest point militarily it has ever been in... I acknowledge they still have capabilities, no doubt, but the amount of damage that we have done to them over the course of these series of operations has put them in the worst place they've ever been."
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This is the "Pickaxe Mountain".
It's made entirely from granite.
The site is 120-150 meters under this mountain.
I doubt even a nuke can do anything to it.
SimurghRes
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It's made entirely from granite.
The site is 120-150 meters under this mountain.
I doubt even a nuke can do anything to it.
SimurghRes
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"The Trump economy is doing better than the media want to admit" FoxNews
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You can't lure the female cop. She always knows if it's a male
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Bearish bets on US stocks are surging:
Short interest in the S&P 500 is up to ~3.7% of its free float, near the highest in data going back to 2010.
Short interest in the Russell 3000 is up to ~6.1%, also near an all-time high.
Both metrics have steadily increased since the start of 2025.
Furthermore, short interest across all NYSE-listed stocks rose to a record 9.0% of shares outstanding in late June.
By comparison, this metric peaked at ~5.0% during the 2008 Financial Crisis and ~6.0% during the 2020 pandemic.
Conditions for a short-squeeze are rising.
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Short interest in the S&P 500 is up to ~3.7% of its free float, near the highest in data going back to 2010.
Short interest in the Russell 3000 is up to ~6.1%, also near an all-time high.
Both metrics have steadily increased since the start of 2025.
Furthermore, short interest across all NYSE-listed stocks rose to a record 9.0% of shares outstanding in late June.
By comparison, this metric peaked at ~5.0% during the 2008 Financial Crisis and ~6.0% during the 2020 pandemic.
Conditions for a short-squeeze are rising.
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