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202620252024
January 9, 2026

All of us here at LionTree hope that you have had a nice holiday and New Year. 2025 was certainly a momentous year with many twists and turns but we are optimistic that the stage is set for a year of growth and opportunity in 2026. Deep and trusted relationships are the cornerstone of our culture and we are deeply grateful for our continued partnership with each and every one of you. Read More

Intro

  • While The Major US Indices Tweaked Higher In Q4…Under The Hood, The Majority Of TMT Stocks Traded Down…
  • Key Takeaway From CES…“The ChatGPT Moment For Robotics Is Here”
  • Holiday Spending Wrap…While Y/Y Growth Rates Slowed Vs 2024, Consumer’s Spending Resilience Remains On Track
  • Major AI Developments Across Healthcare & Music + Even More Capital Raises
  • Live Sports Cont’d To Reign Supreme on US Screens In 2025
  • The Streaming & Connectivity Sectors Already See Some +/- Pricing Adjustments To Start The Year
  • AV Launch Timelines Slip, While Complex Self-Driving Tech Proves Far Pricier Than Earlier Projected
  • Grab Bag: 2025 Set A Record For Shareholder Activism Globally / Meta Announces Nuclear Energy Projects / iOS 26 Adoption Has Been Lagging

Stock Market Check

This Week's Other Curated News

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