Homrich & Berg sees AI data center build-out lifting investment, profits amid sticky inflation risk

Stocks stayed tied to the AI theme as leadership broadened; earnings forecasts remained firm despite narrowing growth gaps for the Magnificent-7.

Sticky inflation shifted focus to possible Fed tightening later this year, raising near-term policy risk as fiscal support fades.

Homrich & Berg’s September 3, 2026 market monitor flagged steady growth led by AI data-center investment, supporting corporate profits and risk assets.

In rates, the firm favored the belly of the curve as front-end Fed risk met long-end fiscal supply pressure; spreads stayed tight.