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

• [New] The European Chip Pact will have to accelerate with more capital investment (CAPEX), supply clauses and coordinated purchasing. Atalayar
• [New] Amazon might need to re-evaluate its capital allocation strategies for AI infrastructure, perhaps focusing on more immediate return-on-investment projects or diversifying its growth drivers beyond pure AI expansion. Star Tribune
• [New] With an initial investment of $13 billion over five years on a cash basis, starting in 2025-26, Build Canada Homes will deploy capital to supercharge the housing industry. Crestview Strategy
• [New] The reorientation of the German growth model towards investment, potentially financed by better mobilization of domestic savings, could lead to an increase in imports and reduce the current account surplus, which would nevertheless remain comfortable. economic-research.bnpparibas.com
• [New] Salesforce has told investors it is upping prices for AI agent platforms, claiming customers will get between three and ten times the value from investment as it introduces new AI charging models. The Register
• [New] The U.S. needs a 15 × increase in sawmill investment to close a 7% softwood supply gap and will redirect capital to the timber rich U.S. Wood Central
• [New] Capital investment in AI is up, but the lagging gains in productivity limits U.S. growth potential. TD Securities
• Through the India Semiconductor Mission, the PLI (Performance Linked Incentive) schemes, and capital investment in the development of ATMP facilities, India hopes to emerge as a major force in global semiconductor material production. Bisinfotech
• Capital investment from the five primary hyperscalers - Alphabet, Amazon, Meta, Microsoft, and Oracle is expected to increase 62% in 2025 and another 32% in 2026 based on recent consensus estimates, putting mid-teens earnings growth next year within reach if everything goes right. Hackman Financial Group
• Investors who shunned safe havens, by contrast, and were prepared to risk investing in China at a time when many declared it uninvestable, have been rewarded by a 42.8% gain in that sector's investment trusts over the first 11 months of the year. Fidelity UK
• The IRDF has already approved its first investment and maintains a pipeline of potential projects, with fundraising continuing into 2026 to attract additional insurance and institutional capital. Insurance Business
• Across CB6 (2033 to 2037) policies represent an investment opportunity of £20 billion per year on average, incentivised through policies such as capital support schemes and Heat Network Zoning. GOV.UK
• Deutsche Bank recently warned of an AI funding gap based on Bain Capital estimates of a US$ 800 billion mismatch between projected AI revenues and the investment in chips, data centers and power that would be needed to keep current growth going. The Conversation
• Capital investment in AI data centers could soar from $125 billion in 2024 to $2 trillion by 2030, with facilities requiring electricity loads comparable to mid-sized cities. / USA PRG
• Venture capital investment in cellular agriculture will exceed $50 billion over the next five years, driving accelerated innovation and scaling. Futurist Speaker on AI Leadership, Future of Work, Futu
• Most forecasts predict Bitcoin's value to exceed $200,000, with some even projecting over $500,000 to $1 million by 2030, supported by global adoption, limited supply, and expanding institutional investment. Statesman-Examiner
• The AI investment cycle could sour, as companies start cutting jobs to defend margins and capital spending falters when lofty expectations prove hard to meet. / USA CNBC
• Investors will closely scrutinize the return on investment from the massive AI expenditures by major hyperscalers like Microsoft, Alphabet, and Amazon, as any indication of misallocated capital could further depress their valuations. Financial Advisors
• As retirement anxiety continues to weigh heavily on Canadians, the Canada Pension Plan Investment Board's stewardship of the national pension plan is emerging as a stabilizing force - offering reassurance at a time when many fear their savings will not last. Markets Group

Last updated: 16 December 2025