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

• [New] AI's value will surge to $642 billion by 2029, with quantum-AI convergence creating $131 billion in investment opportunities in hybrid infrastructure. ThePromptBuddy
• [New] Capital investment alone, catalyzed by disruptive innovation platforms, could add 1.9% to annualized real GDP growth this decade. ZDNet
• [New] In 2026, insurance-backed financing and sovereign co-investment will accelerate, especially in sectors needing patient, flexible capital. Clifford Chance
• [New] AI investment is set to exceed $1,000 billion by 2028, and government capital expenditure (CAPEX) programs focus on energy and infrastructure. Yahoo Finance
• [New] 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
• [New] 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
• [New] 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.
• [New] 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
• Success in 2026 will hinge on balancing efficiency and automation with human connection, experiential differentiation, and disciplined capital investment. Hospitality.today
• In short, the capital expenditures of both manufacturers are focused on DRAM, HBM investment will increase in 2026, Samsung's total expenditure is higher, and both are relatively conservative in NAND expenditure. / South Korea Global Semi Research
• SMR shares have remained on an upward trajectory since NuScale disclosed that its global strategic partner, Entra1 Energy, could receive $25 billion in capital as part of Japan's broader $550 billion investment into the U.S. Stocktwits
• 2026 will see significant investment in healthcare AI infrastructure, driven by demand from both model labs and application companies. Bessemer Venture Partners
• The newly signed Malaysia-United States Agreement on Reciprocal Trade (ART), together with increased technology flows, is expected to attract greater foreign investment into higher-value property segments, including advanced industrial parks, mixed-use developments and commercial offices. Bernama
• Like other Western countries, the UK's total pipeline of projects and programmes requiring capital investment between now and 2040 has increased, driven primarily by plans to raise UK defence spending as a share of GDP to 3% and 5% by early 2030s and 2035 respectively. EY
• According to a survey of more than 500 global institutional investors by Natixis Investment Managers, the asset management arm of the French bank, 74% predict markets will undergo a correction in 2026, with the risks of a geopolitical shock and a tech bubble being the top two concerns. KrASIA
• Capital investment in AI will slow down around the world in 2027. KrASIA
• Global upstream operators are expected to cut capital expenditure for a second consecutive year in 2026, with investment falling by at least 2-3% year-on-year and more than 5% compared to 2024 levels. IndexBox Inc.
• Big Tech has tripled its annual capital investment (capex) spending from $150 billion in 2023 to what could be $500 billion in 2026. Fortune
• After a year of broad-based asset rallies, 2026 is set to test investors with rising interest rates, shifting growth drivers, and the need for more selective, risk-aware investment strategies. https://vir.com.vn/
• Central themes for the year will be the path of AI investment and corporate re-leveraging, alongside a potential rotation into value stocks. Ainvest

Last updated: 03 February 2026