The latest CapEx Finance Index (CFI), released by the Equipment Leasing & Finance Association (ELFA), shows that demand surged in July due to AI-related investment. Seasonally adjusted new deal volumes were $14.3 billion, standing $2.8 billion, or 24.5% above their previous all-time monthly high. The full-year forecast for annual new volume in 2026 is $137.3 billion, which would surpass its previous all-time high set in 2024 by 14%. Financial conditions improved, with the average loss rate falling to its lowest level in nine months. With...