[New] Capital Markets and Investment Climate Capital markets are expected to improve gradually in 2026, even as uncertainty remains.
The CCIM Institute
[New] Several powerful cycles may help push stocks higher in 2026, most notably the AI investment cycle that has powered technology stocks in 2025.
Tortuga Wealth Management
[New] At the global level, we find that AI diffusion could generate one to two additional years of growth over the next decade, and the potential uplift for the US is even larger at two to four years as higher capital investment combines with measurable productivity gains.
EY
[New] The increased capital demands for AI infrastructure, as evidenced by Oracle's experience, signify a new era of investment cycles that will favor companies with strong balance sheets and strategic foresight in technology adoption.
FinancialContent
[New] JPMorgan reported a nearly 50% jump in investment banking fees earlier in the year, a trend that is expected to continue as corporate America gains more certainty regarding the cost of capital.
FinancialContent
[New] The BRICS New Development Bank will spend the coming year conducting a comprehensive portfolio review of all NDB investment projects that have been funded in South Africa.
BRICS
[New] Royal Bank of Canada says its investment in AI is paying off and is set to generate C$ 1 billion in enterprise value in 2027.
FinExtra
[New] Companies with significant free cash flow and a mature business model, like Shell, often resort to buy-backs when they believe internal investment opportunities do not yield returns superior to repurchasing their own stock.
FinancialContent
The European Chip Pact will have to accelerate with more capital investment (CAPEX), supply clauses and coordinated purchasing.
Atalayar
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
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
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
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
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
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
Last updated: 23 December 2025
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