[New] In summary, AI infrastructure represents a once-in-a-generation investment opportunity, driven by hyperscaler capital expenditures that now exceed $400 billion annually and are accelerating rapidly.
GlobeNewswire
[New] By 2026, AI is projected to drive capital investment in 75% of supply chain organizations.
Slimstock
[New] 2026 will be the year when AI needs to prove its value through measurable Return on Investment (ROI), rather than artfully scripted demos, unsubstantiated claims and exciting predictions about the worlds of 2028 or 2030.
Adrian Swinscoe | Customer and Employee Engagement | Im
[New] Only 5% of automakers will maintain strong AI investment growth by 2029, compared to over 95% today, noting the automotive sector is currently experiencing a period of AI euphoria, where many companies want to achieve disruptive value even before building strong AI foundations.
National Law Review
[New] The growth capital includes work at the 245,000-BBL/d Humber Refinery in the U.K., as part of a multi-year investment that will enable production of higher-quality gasoline, facilitating greater access to higher-value global markets.
Industrial Info Resources
[New] While no investment is immune to risk, silver's combination of industrial utility and its long-standing role as a store of value increasingly positions it as a strategic asset as 2026 unfolds.
LearCapital.com
[New] Now is the time for Australian investors to plan how to align their investment policies, portfolio positions, and reporting practices to be consistent with impending climate-related investing regulation.
researchaffiliates.com
[New] The investment community's predictions for 2026 center on a straightforward dynamic: companies will shift hiring budgets directly toward AI infrastructure, creating a zero-sum trade-off between labour and capital.
European Express News
Paradoxically, sustaining Europe's social model will require greater investment in defence, beginning with meeting NATO's new spending target of 3.5% of GDP.
interest.co.nz
Boosting capital markets and retail investment: Government and regulatory action will continue to focus on the role of pensions, attracting investors and turning the UK and EU populations from savers into investors.
KPMG
Based on current momentum, federal standards will probably follow California's comprehensive model more closely than Texas' minimal approach, making early investment in robust compliance programs a sound strategic choice.
JD Supra
If investors continue to shy away from high-priced AI stocks, and if more signs of real-world return on investment from AI do not materialize fast enough, Apple could look like a better deal than tech stocks that have more AI exposure.
Nasdaq
Attractive investment opportunities are emerging in Asian private credit as traditional lenders withdraw and demand for tailored non-dilutive capital rises.
DIY Investor
The unstable prospects for growth and profit are leading to increased competition in the global race for control of value chains, natural resources, new markets and profitable investment opportunities.
International Viewpoint - online socialist magazine
While investments in AI may become more cautious and results-oriented in 2026, we are still likely to see a distinct push toward generative AI and autonomous agentic systems; one that will be reflected in capital investment.
Richard van Hooijdonk Blog
Meeting the demands of 2026 and beyond will also require sustained investment in healthcare infrastructure-creating a transparent, interoperable data superhighway that connects employers, insurers, providers, pharmacies, and patients in real time.
The American Bazaar
Venture capital investment in climate technology will reach $25 billion by year's end, down from last year's $31.7 billion in that category alone.
Happy Eco News
The ongoing wave of AI-driven physical investment is expected to be a powerful force, reminiscent of past periods of major capital expansion such as the development of railroads in the mid-19th century and the late-1990s information and telecommunications surge.
Fortune
The Bill allows 100% Foreign Direct Investment (FDI) in insurance, up from 74%, to attract long-term capital, boost competition, and support 'Insurance for All by 2047'. / India
Guidely
Equity markets could see an initial pullback, particularly in the U.S., before reaching new highs, supported by solid corporate fundamentals and ongoing investment in technology.
BENDURA BANK AG - Personliche Beratung in Ihrer Sprache
Abu Dhabi National Oil Company has approved a $150 billion (€130bn) capital investment plan for the years 2026 to 2030, strengthening its long-term position in global oil and gas markets.
The Mena Business Review
Capital Markets and Investment Climate Capital markets are expected to improve gradually in 2026, even as uncertainty remains.
The CCIM Institute
Last updated: 13 January 2026
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