Amazon.com, Inc.

Commercial data centers (CDCs), on which companies are now spending billions of dollars and which have become scarce during the artificial intelligence revolution, have been the target of Iranian attacks. Three Amazon centers in the UAE and Bahrain were affected. Will this change AI investment in the Middle East?

Air defense for data centers: what attacks on Amazon's AI infrastructure in the Middle East will lead to

Over the past few months, the emergence of AI agents has "crashed" the market, and they allegedly managed to crash Amazon last December. You can find stories online of AI agents doing some amazing things, such as rewriting their own work rules and refusing to <a href="https://t.me/abstractDL/358">self-delete</a>. They even have their own <a href="https://www.moltbook.com/">social network</a> where they discuss work and people. Now everyone is no longer just talking about artificial intelligence, but about agent-based systems. What are they and what should we expect from them?

Artificial intelligence has emerged from the chat room: what do we risk from the rapid development of AI agents? 

Uber Technologies, Inc.

Lyft, Inc.

Alphabet Inc.

Tesla, Inc.

Baidu, Inc.

Pony AI Inc.

Digital mobility platforms Uber and Lyft, which recently successfully disrupted the traditional cab market with new technologies, are now under pressure themselves. The value of their shares is declining - investors fear that the emergence of fully autonomous robot cabs will make past innovation leaders obsolete.

Breaking down the disruptors: how robotaxis are breaking the Uber economy

Microsoft Corporation

At the end of January, Microsoft and Meta synchronously reported their quarterly results. Both companies performed well, showing revenue and profit growth, but the market reacted in a radically opposite way: Meta's shares rose by about 10%, while Microsoft's securities, on the contrary, investors staged the largest sell-off since 2020, in which a record $357 billion of capitalization <a href="https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html">evaporated</a> at once. Since the release of the reports, its quotations have lost almost 14%.

At the center of the SaaS apocalypse: why did investors stage a sell-off in Microsoft stock? 

Eli Lilly and Company

Novo Nordisk A/S

Dr. Reddy's Laboratories Limited

Sandoz Group AG

Hims & Hers Health, Inc.

The United Laboratories International Holdings Limited

Huadong Medicine Co., Ltd

DexCom, Inc.

Abbott Laboratories

Lupin Limited

The market for weight loss drugs that <a href="https://oninvest.com/article/vse-o-nikh-govoriat-kak-novye-preparaty-izmeniat-nashu-zhizn">revolutionized</a> pharmacoculture in the early 2020s is entering a new phase. This year, Novo Nordisk's patents for semaglutide, the active ingredient in Ozempic, perhaps the most famous drug in this class, will expire in five major countries. This means that generic manufacturers will enter the race, new numerous players who are already preparing to make money by flooding the world with inexpensive analogs.

Substance-for-money exchange: $32 billion semaglutide market enters patent collapse phase

Planet Labs PBC

Tennant Company

Serve Robotics Inc.

Richtech Robotics Inc.

Taiwan Semiconductor Manufacturing Company Limited

Leader Harmonious Drive Systems Co., Ltd.

There is one problem with new technologies - they are, in fact, new. Only those who can prove their maturity reach the stock exchange. Based on the results of the turbulent year 2025, I tried to find out which public companies may become beneficiaries of scientific and technological progress in 2026.

What technologies will drive markets in 2026: space, AI, robots and biotechs

Rocket Lab Corporation

The Boeing Company

5N Plus Inc.

One of the hottest technology topics in December was data centers - data centers - in space. Suddenly, just about everyone is talking about it: Nvidia, Google, Amazon, a number of startups, and the ubiquitous Elon Musk. Let's see what makes the idea of orbital data centers so attractive and whether it will be possible to make money on it in 2026.

AI in orbit: why Elon Musk and Sam Altman want to build data centers in space

Artificial intelligence is no longer a game for startups. In early December, it was <a href="https://www.ft.com/content/3254fa30-5bdb-4c30-8560-7cd7ebbefc5f">reported</a> that Anthropic, which created the Claude AI, had started preparing for an IPO. This is the third signal of this kind - in November, the leader of the AI race <a href="https://oninvest.com/article/prosto-normal-naa-kompania-na-1-trln-kak-openai-prokladyvaet-dorogu-na-birzu">OpenAI</a> and the startup <a href="https://oninvest.com/article/ne-na-blago-vsego-celovecestva-kakoj-ii-sozdaet-cohere-konkurent-openai">Cohere</a> indicated their intention to become public companies. It looks like the AI market is gradually maturing into a public offering, which will give retail investors a chance to directly participate in the AI boom, or bubble, which has been simmering for three years. To be prepared, let's take a closer look at Anthropic - this company is making much less media noise than OpenAI, but is steadily gaining momentum, remaining one of the favorites in the AI race.

Money loves silence: How Claude beat ChatGPT in the corporate segment

Tuesday, November 18 saw <a href="https://blog.google/products/gemini/gemini-3/">the</a> long-awaited launch of Gemini 3, Google's new version of AI, which has generated quite a bit of hype and rumors over the past month. Apparently, the rollout is going well and user feedback is mostly positive. That gave a boost to shares of parent company Alphabet, which were already up when it was revealed that they were <a href="https://www.cnbc.com/2025/11/14/warren-buffetts-berkshire-hathaway-reveals-new-position-in-alphabet.html">bought by</a> legendary investor Warren Buffett's Berkshire Hathaway fund in the third quarter. There is an interesting twist in the frenzied AI race: Gemini is clearly challenging the previously undisputed leader ChatGPT from OpenAI.

Okay, boomer: why Google is back in vogue

Roman Kutuzov

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