Wall Street is betting on tomorrow

The Federal Reserve just held interest rates at 3.75% – 4.00%.

Inflation remains elevated. Two Fed officials wanted rates even higher. While Silicon Valley's trillion-dollar AI ambitions just ran into an expensive reality.

The future may be artificial intelligence. But the financing costs are very real.

Wall Street is betting on tomorrow. Who's paying today?

AI companies are racing to build data centers, secure electricity, and purchase increasingly expensive computing equipment. Much of that expansion requires borrowed money.

According to the Federal Reserve Bank of Kansas City, AI-related investment-grade bond issuance reached $330 billion through the second quarter of 2026. That's roughly ten times the amount issued during all of 2023.

Wall Street is pricing in enormous future profits. But what happens if those profits take longer to arrive while borrowing costs remain elevated?

Investors waiting for tomorrow's returns might consider a different question.

What could their existing assets be earning today?

Through Monetary Metals' Gold Yield Marketplace®, clients can lease physical gold to qualified businesses and earn up to 4% annually, paid in additional gold.

Not dollars. More ounces.

The AI revolution has an interest-rate problem

For years cheap capital helped fuel ambitious technology investments.

Now the Fed is keeping rates elevated while companies commit billions to infrastructure that could take years to generate sufficient returns.

Higher financing costs don't necessarily mean AI will fail. But they raise the stakes.

The more companies borrow, the more future earnings must justify today's spending.

And the Kansas City Fed has warned that AI financing risks extend beyond stock valuations into corporate bonds, private credit, and real estate.

What if the next opportunity isn't a higher valuation?

AI investors are betting that tomorrow's technology will justify today's prices.

Gold owners have a different opportunity.

Instead of relying exclusively on rising asset prices, they can potentially accumulate more of the asset they already own.

Gold leasing doesn't eliminate price volatility, and yields aren't guaranteed. But it offers a way to pursue returns measured in ounces rather than dollars.

Wall Street is spending billions chasing tomorrow's growth.

What is your gold doing today? Put your gold to work.

See if gold leasing is right for you.