
Episode #19
From AI Infrastructure to IPOs: Investing Themes Shaping 2026
<p>In this year-end investor outlook, <b>Matt Oguz</b>, Founder and CIO of Venture Science, joins Marketloop to discuss how <b>AI shaped markets in 2025</b> and where key <b>investment themes are emerging for 2026</b>.</p><p>The conversation explores the unprecedented scale of <b>AI infrastructure spending</b>, elevated but fundamentally supported valuations, and the role of <b>healthcare and lifesciences</b> as AI accelerates discovery and innovation. Matt also shares insights on <b>space technology, nuclear energy, advanced materials, and critical infrastructure</b>, as well as how regulatory shifts and geopolitical uncertainty may drive increased market...

