The AI revolution is reshaping the US job market:
Wind turbine service technicians are expected to be the fastest-growing occupation in the US from 2024 to 2034, with projected employment growth of +49.9%, according to BLS estimates.
This is followed by solar photovoltaic installers, at +42.1% over the same period.
By comparison, nurse practitioners are projected to grow +40.1%, while data scientists are estimated to rise +33.5%.
Furthermore, electricians and construction managers are forecast to grow nearly +10% by 2034, more than double the pace projected for accountants and lawyers.
The construction sector already faces a shortfall of ~350,000 workers, a gap expected to exceed 1 million by 2030 as existing workers retire.
Meanwhile, customer service and cashiers employment is projected to decline -5% and -10%, respectively, from 2024 to 2034.
Blue-collar workers are driving America's next jobs boom.
Markets in Taiwan and South Korea are experiencing unprecedented inflows:
Total equity fund inflows into Taiwan have risen to +155% of assets under management (AUM) since January 2024, the largest among all global markets.
South Korea has followed closely, at +150% of AUM over the same period, tripling so far in 2026.
Both are now running at least +500% above every other market.
South Korea also leads all markets with +45% of AUM in inflows year-to-date.
This is followed by Brazil, at +25%, and Taiwan at +18%.
Capital is flooding into Asia at an unprecedented pace.
The AI revolution needs more funding:
Net equity issuances are estimated to rise to ~$200 billion in 2026 and surge +500% YoY in 2027, to ~$1.2 trillion, according to JP Morgan.
This includes IPOs, secondary offerings, and other share sales after accounting for buybacks.
Combined, this would be the largest 2-year period of net stock issuance since at least the late 1990s.
This marks a sharp reversal from ~$12 trillion of shares repurchased in the previous 20 years, shrinking the available stock supply consistently each year.
The surge is being driven by SpaceX's, $SPCX, $85.7 billion IPO, the largest in history, alongside upcoming mega IPOs from OpenAI and Anthropic.
At the same time, Alphabet, $GOOGL, Meta, $META, and Oracle, $ORCL, are expected to raise hundreds of billions in secondary share offerings to fund their AI spending plans.
We are about to witness a historic wave of US equity issuance.