AI Spending Anchoring Macroeconomy: Board’s Gallagher

During the last full trading week of 2025, AI anxiety has intensified on Wall Street, as highlighted by Bloomberg's Caroline Hyde. ServiceNow is reportedly nearing a deal to acquire cybersecurity startup Armis for up to $7 billion, while Intel is considering a purchase of AI startup SambaNova Systems. Additionally, shares of Juventus surged after a bid from Tether was rejected.

Chai Discovery, an AI drug-discovery startup, has successfully raised $130 million in a Series B funding round, achieving a valuation of $1.3 billion. The company aims to develop a computer-aided design suite for molecules, enhancing its capabilities in drug discovery. Co-founder Joshua Meier and investor Elena Viboch discussed this milestone on Bloomberg Tech.

Analysts at Citizens Financial Group Inc. predict that the revenue of prediction markets companies will grow fivefold, exceeding $10 billion by 2030, indicating a significant expansion in this sector.

Some lenders to CommScope Holding Co. are demanding immediate repayment of their loans along with over $100 million in additional payouts following the company's sale of a key asset. This development highlights the financial pressures facing the company after significant asset divestiture.

The Canadian government has announced a funding initiative of up to C$92 million ($66.8 million) aimed at supporting quantum computing firms in Canada as competition from the United States intensifies in this emerging technology sector. This move is part of a broader strategy to retain domestic talent and innovation in quantum computing.

Sweden's largest commercial banks are participating in a new government initiative aimed at enhancing the country's defenses against hybrid threats, including cyberattacks. This collaboration involves 13 financial companies working together to bolster national security measures in the face of evolving digital risks.

Asahi Group Holdings Ltd. is contemplating the establishment of a new cybersecurity unit following ongoing disruptions to its operations and financial reporting, which stem from a ransomware attack that occurred in September. The impact of this attack is anticipated to extend into the upcoming year.

In 2025, advertising agency stocks are anticipated to benefit from the disruptions caused by advancements in artificial intelligence (AI), contrasting with other sectors that may face declines. This shift highlights the evolving landscape of the stock market as AI technologies reshape traditional business models.