In 2026, the media reports on key business trends, risks, and companies that will be in the spotlight.
Artificial Intelligence and Technology.
— Investors are expected to stop being satisfied with mere promises from AI companies and start demanding real revenues. The market will become more polarized, highlighting clear leaders and outsiders.
— The launch of OpenAI's new advertising model will be an important milestone, although AI agents for online shopping are unlikely to radically change the e-commerce market.
Key company: Apple — the potential resignation of Tim Cook may raise questions about the company's future in the context of consumer AI.
Factor of uncertainty: a wave of mergers and acquisitions in AI is expected, provided the market normalizes and deals are approved by regulators.
Pharmaceutical Sector.
— The main growth factor remains the market for weight loss drugs. According to Goldman Sachs, by 2030, sales of such medications could exceed $102 billion.
— In 2026, new tablet forms of medications will appear on the market.
Key company: Novo Nordisk, whose position is under threat due to competition from Eli Lilly and internal issues.
Factor of uncertainty: increased competition, the emergence of generics, and the expiration of the patent protection for semaglutide in several countries in 2026. Creative Industries and Media.
— AI-generated music and content are already topping the charts, leading to disputes over copyright and revenue distribution.
— Streaming platforms, primarily Spotify, will find themselves at the center of these discussions.
Key company: Warner Bros Discovery — the battle for leadership between Netflix and Paramount may become a key event in Hollywood.
Factor of uncertainty: possible new strikes by writers and actors in 2026 over AI-related issues could lead to production delays and negative consequences for the industry.
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