Market Signals: Investment Intelligence from the Second Week of 2026
In this week's episode, we analyze the critical market shifts that defined January 12-19, 2026.
Discover why tech stocks are diverging based on revenue visibility, how AI deployment is moving from hype to operational discipline, and where venture capital is actually flowing in 2026.
We break down the startup funding landscape showing a 10% increase to $400+ billion, examine why fintech is rebuilding as infrastructure with stablecoins hitting $217 billion market cap, and reveal why crypto markets traded patience over narrative despite Bitcoin testing $95,000 resistance.
Learn about the IPO market recovery with 72 traditional IPOs raising $33.6 billion through November 2025, global M&A volumes hitting $3 trillion (up 33% YoY), and why small-cap stocks are outperforming large caps by significant margins.
We also explore AI infrastructure economics showing monthly bills in the tens of millions for enterprises, why more than half of AI projects are being delayed or canceled due to complexity, and how inference costs could consume 70-80% of total AI compute spending by year's end.
This episode delivers actionable intelligence for investors, founders, and allocators navigating a market that rewards execution over narrative, fundamentals over potential, and discipline over speculation.
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