Latest Industry Trends News
B2B Software Markets Polarized with AI Boosting Large Caps
Large-cap software like Alphabet and Oracle surged over 26% weighted average in 2025 due to AI adoption, while small-cap segments like CRM and ERP fell amid disruption risks. Corporate M&A and venture deals hit highs, with mega AI rounds from OpenAI driving 2.5x increase over 2024.
IPO activity rebounded past 2019 levels, signaling renewed exits into 2026.
Clean Energy Hits Record with Solar and Wind at 800 GW
Global solar and wind deployments tripled since 2021 to over 800 GW in 2025, led by China at 42% clean power generation. Countries like Bulgaria and Poland hit 20%+ solar electricity at times, cutting costs and emissions.
EU sets 90% emissions cut by 2040, with new funds for cross-border grids.
AI Industrialization Drives US Market Themes for 2026
2026 shifts from AI hype to enterprise buildout in data centers, semis, and software, with productivity gains in automation and healthcare IT. S&P 500 earnings growth projected at 14.8%, fueled by AI capex over $500B and deregulation.
Barbell strategy recommended: AI enablers like cloud and power alongside adopters.
Tech Sector Focuses on Responsible AI and Cybersecurity
AI moves beyond hype to operational improvements, but requires strong cybersecurity amid digitization risks. M&A and capex rise signal growth confidence despite trade tensions.
Trillions committed to AI, but overinvestment and supply chain disruptions loom.
Global Growth Slows to 2.6% Weighing on Developing Economies
UNCTAD projects 2.6% global growth in 2026, with developing economies at 4.2% excluding China; US at 1.5%, China 4.6%. Major economies lose momentum amid subdued demand.
Policies needed to navigate fragmented trade environment.
Value Chains Reconfigure Amid Geopolitical Shifts
Firms diversify suppliers, relocate production near markets, and control chains more for risk management. Asia's high-tech manufacturing dominates regional value chains; South-South trade deepens.
Africa's exports over half to developing markets, boosting resilience.
IMF Forecasts Gradual Global Growth Decline to 3.1%
Global growth slows to 3.2% in 2025 and 3.1% in 2026, advanced economies at 1.5%, emerging at 4%. Inflation declines but US risks upside; downside risks from protectionism and uncertainty.
Policymakers urged for credible policies and structural reforms.
EV and Renewables Commitments Surge Globally
116 companies accelerate EV transition via EV100; 445 commit to 100% renewables with RE100. 107 join energy efficiency via Smart Energy Coalition; 36 for net-zero concrete.
UK funds electric trucks up to £120K; Sweden eases rules for quiet EV deliveries.
Geopolitics Reshapes US Policy and Supply Chains
Tensions with Russia, China, and others drive industrial policy, redirecting capex to tech and energy at higher costs. US exceptionalism persists with higher growth estimates from tax refunds and capex.
Policy uncertainty high ahead of midterms on trade and immigration.
Clean Energy Tech Markets to Hit $640B by 2030
113 countries' pledges could cut emissions 12% by 2035; clean-energy trade accelerates. EU carbon border mechanism starts 2026; industrial policies reshape competitiveness.
Chile issues €1.5B biodiversity-linked bond tied to 30x30 targets.
Key Tech Policy Trends: AI Federalism and US-China Rivalry
Experts highlight AI federalism, autonomous cyber ops, and intensifying US-China tech competition shaping 2026 policy. Trends include emerging tech governance amid global power shifts.
Focus on strategic tech dominance.