Three trends stand out for where investment momentum is heading in the second half of 2026.

As DevDot 2026 opens its doors, we can get a clearer picture into where we can expect to see investment opportunities associated with Shopify's ecosystem this year.

Google's $32 billion purchase of Wiz, IBM's $27.8 billion data-stack acquisition, or Salesforce's $3.6 billion purchase of Fin, to name a few; last year, in fact, broke historic records for consolidation...

As the AI ecosystem matures, companies associated with Microsoft could benefit, growing at a faster rate than peers due to the funding and resources being allocated here.

With a global labor shortage in construction coupled with rising costs, demand for AI and solutions that make real estate more efficient will be in demand, offering a clear path for investors to explore...

With strong public-private partnerships and mutual support between organizations, these cities have a network effect that is greater than the sum of their individual parts, making this a strategic KPI...

Rising oil prices, supply chain disruptions and inflationary pressures have caused significant stock declines in emerging markets, with the MSCI Emerging Markets Index facing its steepest drop since March...

Despite the most recent success of its economy, the next government will need to work hard to unpack the current fiscal situation and compete against other markets in the Americas in order to continue...

As Big Tech pours hundreds of billions into AI, the rush to expand and modernize this infrastructure creates a powerful secondary opportunity for investors.

While investments into AI are expected to continue throughout 2026, the landscape of opportunities has already begun to evolve notably since last year.