Wall Street has been asking the same question since ChatGPT went mainstream: who’s actually paying for all this AI?

RBC’s latest CIO survey offers a clear answer: almost everyone.

90% of respondents plan to spend more on AI next year. Company leaders are prioritizing the technology above cybersecurity and core IT software, and funding it with dedicated budgets aimed at both cost savings and revenue growth.

Enterprise demand is starting to look less theoretical, and a lot more inevitable.

But one big question remains. With investors already starting to panic about AI companies’ capacity for monetization, will the extra revenue arrive in time?

— Brooks & Cas

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Weyerhaeuser $WY ( ▼ 0.9% ) has had a rough stretch. The timber REIT has sagged with weaker housing and remodeling demand, which pushed lumber prices lower. Earnings look thin, so the stock screens expensive on basic valuation metrics.

But according to Barron’s, the asset picture tells a different story.

Weyerhaeuser controls more than 10 million acres of timberland in North America, including high-value Douglas fir forests in the Pacific Northwest. On Street estimates, the stock now trades below the implied value of those acres alone.

In a healthier cycle, Weyerhaeuser can earn far more than today. At stronger pricing a few years ago, earnings topped $3 a share. Since then, the company has cut costs, streamlined mills, and built a growing Natural Climate Solutions arm that leases land for renewables and carbon projects.

Cash generation should investors stay patient, Barron’s says. Management targets about 75%-80% of funds available for distribution, flowing back through dividends and buybacks. The base dividend yields close to 4%. Leadership maintains that this is sustainable, even near the bottom of the cycle.

Barron’s named several potential catalysts on the horizon. A housing recovery would lift demand. Any firming in lumber prices can flow quickly into profit because fixed costs are trimmed. An activist could eventually push for land sales to fund larger buybacks.

But none of that needs to happen immediately, per the publication. Weyerhaeuser plants about 100 million trees a year and harvests only a small slice of its forests. Timber keeps growing while investors collect income. For patient holders, that living balance sheet may be the real story.

Vietnam's stock market is on a tear. The VanEck Vietnam ETF $VNM ( ▼ 0.14% ) has rallied sharply ahead of Chinese and broad emerging market funds this year, while the VN Index has surged on rising volumes from local investors.

Foreign buyers largely missed the move. Domestic retail traders drove turnover to roughly $2 billion per day at times. Valuations still sit below US levels, which gives bulls confidence that this is more than a one-year sugar high.

FTSE Russell plans to upgrade Vietnam to secondary emerging status in 2026, following steps that made trading and settlement easier for foreign funds. Local managers think the shift could draw $5-$6 billion of new capital into the market over time.

At home, the picture is equally rosy. Foreign direct investment for the first 10 months of 2025 hit a five-year high. Meanwhile, a new domestic policy, Resolution 68, aims to cut red tape and support private companies. On top of that, changes to land rules should help restart stalled real estate and infrastructure projects.

Vietnam's run has been narrow so far. A small group of property names carried much of the VN Index gains.

But local investors expect a broader earnings picture in 2026. Some project profit and index growth in the mid-teens.

US investors cannot easily buy most local listings. The practical entry point is VNM, which charges a modest fee and owns many of the largest Vietnamese companies.

For investors who can live with volatility and politics, Vietnam offers a focused way to tap Asia's next growth chapter.

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Walmart $WMT ( ▼ 0.57% ) trades near 40x forward earnings. That’s richer than several Magnificent 7 names.

The stock is up strongly this year as e-commerce scale, faster delivery, and expanding digital revenue push margins higher. A move to the Nasdaq helped, too. Morgan Stanley $MS ( ▲ 0.52% ) estimates that index demand could reach about $20 billion.

According to the Wall Street Journal, much of Walmart’s momentum is earned. The sales engine is working, with e-comm growing more than 20% year over year in most of the past eleven quarters, and delivery able to reach 95% of US households within three hours.

However, expectations have also moved faster than earnings, per WSJ. The market is pricing in either tech-style growth or Costco-level $COST ( ▼ 2.13% ) consistency. Over the long run, Walmart has yet to prove it can deliver either.

Advertising revenue is growing about 30% year over year. Memberships have room to scale. Marketplace fulfillment adds leverage. These lines push the mix toward the digital profit engine investors want.

But Walmart still trails Amazon $AMZN ( ▼ 1.49% ). Its ad revenue last year was roughly 8% of the e-commerce giant, and its membership base is far smaller.

What’s more, unlike Amazon, Walmart has no cloud arm to fuel recurring profits. Future growth depends on investment, rather than on untapped white space.

Long-term earnings growth sits near 8% annually. That is steady, but not spectacular for a stock valued at more than 30x earnings.

Costco has shown what consistency can justify. Walmart’s record is more uneven.

Incoming CEO John Furner promises discipline. Even so, e-commerce, advertising, and AI will require more capital. Walmart has earned investor trust. Now it must earn its multiple.

Are you bullish or bearish on ASML $ASML ( ▲ 1.31% ) over the next 12 months?

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