While global venture capital stabilized at $314 billion in 2024, the numbers hide a harsh reality: investors are writing fewer checks, forcing a pivotal shift toward capital efficiency.
Driven by unprecedented AI capital expenditures and resilient earnings, major financial institutions project the S&P 500 could breach 8,000 in 2026, though risks of overvaluation remain.
With a December 31 deadline looming, Masayoshi Son's conglomerate is liquidating assets and leveraging Arm Holdings to cement its position in the AI revolution.
While the Federal Reserve's move to lower rates usually signals growth for tech, late 2025 sees a pivot toward defensive sectors amid tariff concerns and valuation recalibrations.