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Our Scans · (FS.3.04) Investment Theory & Pricing Models · Weekly Summary


  • [New] Amazon plans to spend roughly $200 billion on capital investments, including AI and satellite initiatives, and that the scale of the investment surprised investors. Tech Startups - Tech News, Tech Trends & Startup Fundin
  • [New] Corporate Investment in Data Science Training: In future, corporate spending on data science training is expected to exceed $15 billion, reflecting a growing recognition of data as a critical asset. Yahoo Finance UK
  • [New] Achieving the necessary grid build-out would require high levels of net new capital investment - at the tune of ~ $4.9 trillion by 2040, 60% of which would focus on transmission and distribution infrastructure. National Governors Association
  • [New] Executives surveyed expect AI investment to rise roughly 150% between 2025 and 2030, with spending increasingly directed toward product innovation, new services, and business model reinvention rather than cost reduction alone. AI Insider
  • [New] For the first time, the OBS Olympic Video Player will deliver high-definition live streams using Alibaba Cloud's infrastructure, enabling smaller broadcasters to access professional-grade broadcast capabilities without heavy upfront investment. Digital News Asia
  • [New] Global mining investment will be dominated by three main drivers in 2026: geopolitics, the energy transition, cautious capital investment. The Oregon Group - Investment Insights
  • [New] Investment in smart grids must more than double through 2030 to align with net-zero emissions targets, with the gap most acute in emerging markets and developing economies where grid infrastructure is often outdated and lacks real-time visibility. Programming Helper
  • [New] We expect global growth to remain robust in 2026, underpinned by reduced trade-policy uncertainty, a supportive fiscal stance, accommodative financial conditions, and sustained AI-driven capital investment. Goldman Sachs Asset Management
  • [New] If U.S. companies are allowed to re-engage with Venezuela's oil infrastructure, billions of dollars in capital investment could follow. ROI TV
  • [New] Mexico needs more investment to grow and to create quality jobs that will enable us to be more competitive in high value-added industries and to offer higher wages in order to reduce poverty and inequality. Mexico News Daily
  • [New] The principles of a just transition to a low-carbon and net zero economy to mitigate systemic risk, adhere to human rights standards and support sustainable value creation are embedded in NYCERS' Investment Beliefs as well as global and national policies. Office of the New York City Comptroller Mark Levine
  • AI's value will surge to $642 billion by 2029, with quantum-AI convergence creating $131 billion in investment opportunities in hybrid infrastructure. ThePromptBuddy
  • Capital investment alone, catalyzed by disruptive innovation platforms, could add 1.9% to annualized real GDP growth this decade. ZDNet
  • In 2026, insurance-backed financing and sovereign co-investment will accelerate, especially in sectors needing patient, flexible capital. Clifford Chance
  • AI investment is set to exceed $1,000 billion by 2028, and government capital expenditure (CAPEX) programs focus on energy and infrastructure. Yahoo Finance
  • In an environment of persistent global instability, political risk insurance is not only a protective tool, but also an enabler of investment, resilience and more efficient capital allocation. ReinsuranceNe.ws
  • The Japanese Financial Services Agency will revise its corporate governance code this year, with a focus on effective capital allocation and better use of cash for investment. BlackRock
  • Developing emerging markets, and even less-developed frontier markets, can often - in small doses - add real value to an investment portfolio, not least because they might zig when the developed world is zagging. Morningstar, Inc.
  • Energy Transfer expects to see stronger capital investment in 2026, with major processing and transportation developments in the Permian Basin accounting for a significant chunk of its projected spending. Industrial Info Resources
  • Axios previews a 63-page IBM Institute for Business Value study suggesting many executives expect AI investment to evolve over the next four years, moving from resource optimization toward innovation. MarketingProfs
  • Beginning in 2026, Medicare will negotiate prices for high-spend drugs, influencing manufacturers' pricing and investment strategies. Insight Global

Last updated: 10 February 2026



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