The outlook for tech investment
"What we are seeing in the U.S. tech M&A market is not just a surge in AI investment, but a fundamental reimagining of business models. Many companies are reorganizing their entire strategies around AI, recognizing its transformative power to drive growth, efficiency, and competitive advantage. With record funding and a sharp focus on integrating AI across operations, I expect this profound shift to underpin technology M&A for the rest of 2025 and beyond, even as companies navigate regulatory uncertainty and market volatility."
"Investors hold significant dry powder and despite the geopolitical and economic headwinds are optimistic about the tech investment outlook in general and the U.S. in particular. As investors and corporates adapt to the new realities, we expect valuations to narrow and deal activity to pick up."
The outlook for antitrust
The outlook for AI
The outlook for IP
The outlook for crypto and digital assets