— Topic
AI Investment
4 briefings
Venture Capital Trends
The Great Filter: Why Startup Funding is Rising but Deals are Disappearing
While global venture capital stabilized at $314 billion in 2024, the numbers hide a harsh reality: investors are writing fewer checks, forcing a pivotal shift toward capital efficiency.
Jan 02, 2026
3 min read
Stock Market 2026
The $500 Billion Bet: Wall Street Unifies Behind a Bullish 2026
Driven by unprecedented AI capital expenditures and resilient earnings, major financial institutions project the S&P 500 could breach 8,000 in 2026, though risks of overvaluation remain.
Dec 27, 2025
3 min read
SoftBank
SoftBank in High-Stakes Race to Close $22.5 Billion OpenAI Deal Before Year-End
With a December 31 deadline looming, Masayoshi Son's conglomerate is liquidating assets and leveraging Arm Holdings to cement its position in the AI revolution.
Dec 22, 2025
3 min read
Federal Reserve
The Great Divergence: Tech Stumbles as Investors Rotate Following December Fed Cut
While the Federal Reserve's move to lower rates usually signals growth for tech, late 2025 sees a pivot toward defensive sectors amid tariff concerns and valuation recalibrations.
Dec 13, 2025
3 min read