Free with Max AI Annual | 2026 MacroMicro Economic Outlook Full-Year Intelligence Live Pass

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1. 9/11 Live Outlook + the Full 2026 Economic Outlook Series

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9/11. The $1T Megatrends—Money, Margin & Macro

Where Is AI Spending Paying Off?

AI investment is reshaping company earnings, hardware demand, and global supply chains. In this live session, MacroMicro analysts examine where revenue is growing, where costs are rising, and where financial risks are building.

Get a Preview Before You Decide 📥

Want a closer look first? We've released a preview of the slides — covering the $1 trillion CapEx milestone, why memory and foundry are extremely tight, and where the short-term risks are building.

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Three key topics:

1. Money — AI Monetization: How falling model prices and growing enterprise adoption are translating into revenue and productivity gains.
2. Margin — Hardware Pricing & Profits: How demand for chips and infrastructure is changing pricing power, capital spending, and cash flow.
3. Macro — Restocking & the US–China Tech Race: How inventory cycles, supply bottlenecks, and technology competition are reshaping global manufacturing.

▌Speaker: MacroMicro Research Vice Director

▌Who Is This For?

Investors following AI-related companies, hardware suppliers, or global technology trends who want to connect industry developments with earnings and investment risks.

▌What You'll Learn

• AI adoption: How lower costs affect enterprise demand, productivity, and the labor market.
• Supply bottlenecks: What to watch in memory, advanced packaging, substrates, and power—and how to interpret restocking signals.
• Financial risks: How rising capital expenditure affects free cash flow and which indicators may signal liquidity pressure.
• US–China competition: How diverging technology supply chains affect companies and long-term investment decisions.

▌How to Access the Session

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I'm not a member. How do I join? Subscribe to Max AI Annual to access the 2026 Economic Outlook series, along with all Max AI Annual features. Join this September to also receive one year of AI Supply Chain Intelligence Hub access.

Can I keep watching after my subscription expires? Access through your subscription requires an active Max AI Annual plan.

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▌About MacroMicro

MacroMicro brings economic data, interactive charts, and research together to help investors understand global markets and make informed decisions.