Well-known media outlets have highlighted key business trends, risks, and companies to watch in 2026.
Artificial Intelligence and Technology.
— In 2026, investors will insist on real revenues from AI companies rather than promises. A significant divide is expected between leaders and laggards in this field.
— The launch of OpenAI's advertising model will be an important event, while AI shopping agents will not have a significant impact on the e-commerce market.
Key player: Apple — the possible resignation of Tim Cook may cast doubt on the company's leadership future in the era of consumer AI.
Factor of uncertainty: a wave of mergers and acquisitions in the AI sector is expected, provided that the market adjusts and regulators are ready to approve deals.
Pharmaceutical Industry.
— The weight management drug sector continues to be a major growth driver. According to Goldman Sachs, global sales of such medications could reach $102 billion by 2030.
— In 2026, an increase in the share of tablet forms of medications is expected.
Key company: Novo Nordisk, which is facing challenges due to competition with Eli Lilly and corporate setbacks.
Factor of uncertainty: increased competition, the emergence of generics, and the expiration of patents on semaglutide in various countries starting in 2026.
Media and Creative Industries.
— Music and content created with AI are already making it to the charts, sparking new debates around copyright and revenue distribution.
— Streaming services, especially Spotify, will become the center of these discussions.
Key company: Warner Bros Discovery — the struggle for influence between Netflix and Paramount may become an important storyline in Hollywood.
Factor of uncertainty: potential strikes by writers and actors in 2026 over AI-related issues, which could lead to production delays and negatively impact the industry.
