Core Insights - The market is shifting from the early-stage AI boom of 2025 to broader investment opportunities in 2026, with a focus on companies outside the "Magnificent 7" such as Micron Technology and AI infrastructure firms like GE Vernova [1] Trends Analysis What's IN - Agentic AI systems that execute tasks are gaining traction, replacing general-purpose chat models (LLMs) [5] - Tokenization of real-world assets (RWA) and stablecoins like USDC are becoming mainstream, moving away from passive crypto ETFs [3][5] - The return of IPOs is anticipated, contrasting with speculative late-stage venture capital rounds [5] - Prediction markets are emerging as a new form of event-based hedging, while traditional sports betting is declining [5] - Diversification across sectors is becoming a priority, moving away from over-concentration in major tech giants [5] - Gold and base metals, including gold, silver, and copper, are expected to perform well, while energy commodities like crude oil face bearish outlooks due to oversupply [4][5] What's OUT - General-purpose chat models (LLMs) are being phased out in favor of more specialized AI systems [5] - The popularity of crypto ETFs is waning, leading to "passive wrapper fatigue" [3][5] - Sports betting is losing ground as a pure gambling activity [5] - High-volatility alt-coins are falling out of favor as stablecoins gain importance for real-time settlements [5] - The focus on energy commodities, particularly crude oil, is diminishing due to concerns over oversupply [4][5]

Core Insights - An AI technology solutions provider, Altigen, will attend the 2025 International Highway Engineering Exchange Program (IHEEP) Conference [1] - Altigen will showcase its Agentic AI platforms aimed at helping transportation agencies reduce costs, streamline operations, and enhance infrastructure and transportation solutions delivery [1] Company Summary - Altigen is positioned as a provider of AI technology solutions [1] - The company focuses on applications within the transportation sector [1] Industry Summary - The 2025 IHEEP Conference serves as a platform for showcasing advancements in highway engineering and transportation solutions [1] - The integration of AI technology in transportation is expected to lead to cost reductions and operational efficiencies [1]