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The geopolitical implications of President Trumps controversial weekend attack on Venezuela and the capture and extradition of its president, Nicolás Maduro, are still being digested by legal and security experts in the two days following the shocking announcement. What is more certain is the immediate market reaction from a select number of publicly traded stocks that have the potential to be impacted by the military action. Heres how Americas top energy, defense, and tech stocks are moving on the first trading day after the U.S. intervened in the affairs of its South American neighbor. Americas oil and energy stocks soar Some of the most closely watched stocks today will be those of oil and energy giants traded on U.S. exchanges, particularly Chevron Corporation. The Texas-based oil company is the American energy giant with the biggest footprint in the region, notes CNBC, and thus the one primed to benefit the most from Trumps stated desire to start making money for the country. But Chevron isnt the only one that stands to benefit. In a Saturday press conference addressing Americas military intervention, Trump said, Were going to have our very large United States oil companiesthe biggest anywhere in the worldgo in, spend billions of dollars, fix the badly broken infrastructure, the oil infrastructure. While the president did not name any specific companies, based on premarket trading this morning, investors seem to think that the following oil and energy giants stand to benefit from the intervention: Chevron (NYSE: CVX): up 7.3% ExxonMobil (NYSE: XOM): up 4.5% ConocoPhillips (NYSE: COP): up 7.3% Halliburton Company (NYSE: HAL): up 10.3% One interesting thing to note: Two prominent oil companies that trade on the New York Stock Exchange are currently down slightly in premarket trading. Those companies are Shell (NYSE: SHEL), down 0.7%, and BP (NYSE: BP), down 0.7%. Shell is a British-Dutch company and BP is a British company. Investors may believe that Trump is unlikely to allow foreign oil companieseven those of its alliesto profit from Americas intervention in Venezuela. But investors are cautious about defense stocks Americas military intervention in Venezuela suggests that under Trumps second term, the U.S. may engage in a new expansionist hard power policy, directly using its military might to enforce changes around the globe. Indeed, as noted by Reuters, Trump has already threatened another military operation against a southern neighborthis time in Colombia. While the moral and legal aspects of such action are debatable, it’s undeniable that an expansion of Americas military action is good for the bottom lines of the countrys most prominent defense companies. However, investors so far seem to be taking a cautious approach to U.S. companies operating in the defense space, with many companies up only slightly in premarket trading on Monday: Lockheed Martin (NYSE: LMT): up 1% RTX (NYSE: RTX): up 0.7% Northrop Grumman (NYSE: NOC): up 1% General Dynamics (NYSE: GD): up 1% The Boeing Company (NYSE: BA): up 0.2% Defense-adjacent tech stocks are also up While many of Americas tech giants, including Google and Microsoft, have defense contracts, some smaller tech firms almost exclusively cater to the countrys military and security apparatus. Such companies likewise stand to benefit from increased U.S. military operations. Yet as of the time of this writing, investors also seem to be taking a more cautious approach to these stocks, which include: Palantir Technologies (NASDAQ:PLTR): up 3.8% Honeywell International (NASDAQ:HON): up 0.2% L3Harris Technologies (NYSE:LHX): up 0.7%
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2026 will be a year of architectural showstoppers. Major projects, from corporate headquarters to sports stadiums and museums, will wrap construction and open to the public in 2026, bringing bold, sometimes audacious buildings to cities around the world. Here are nine buildings opening in 2026 to watch for. [Photo: Vincenzo Lombardo/Getty Images] Arena Milanoopening in FebruaryMilanDavid Chipperfield Architects Built partly to host ice hockey games during the 2026 Winter Olympics, Arena Milano is a 16,000-seat multipurpose arena that’s expected to become a new center for sports and concerts in Milan. Pritzker Prize-winning David Chipperfield Architects’ design, done in conjunction with Arup, is the standout venue for this edition of the Olympics. An inverted triple-decker layer cake that calls to mind Frank Lloyd Wright’s Guggenheim Museum in New York, the building is intended to evoke the elliptical form of the city’s former Roman amphitheater. Guests attend the LACMA First Look Reception on June 26, 2025 in Los Angeles. [Photo: Stefanie Keenan/Getty Images for LACMA] Los Angeles County Museum of Art’s David Geffen Galleriesopening in AprilLos AngelesPeter Zumthor Inherently controversial, architect Peter Zumthor’s Wilshire Boulevard-spanning blob-like replacement of Los Angeles County Museum of Art’s (LACMA’s) main gallery buildings has been more than a decade in the making, with no shortage of hand-wringing about its shape, cost, and necessity. The concrete building’s ink blot form spreads across a single elevated floor, marking a hard departure from the museum’s mid-century campus design. One early reviewahead of a slightly odd three-day preview in June 2025 of what was essentially an empty buildingfound the execution of Zumthor’s vision flawed, but also calls the building a refreshingly risk-taking piece of architecture. View this post on Instagram A post shared by Studio Gang (@studiogang) Hudson Valley Shakespeare Theateropening in JuneGarrison, New YorkStudio Gang The Samuel H. Scripps Theater Center is the first permanent, purpose-built stage for Hudson Valley Shakespeare, an open air theater company that has been performing under a glorified tent since 1987. Tucked under a swoopy timber tortoise shell of a canopy, the new theater was designed by Studio Gang to shield performers and audience members from the elements and the sun’s glare during dusk performances. It’s also a picture frame for the site’s epic view, opening fully behind the stage to provide audiences a panorama of the ridgelines of the Hudson Valley. [Photo: Edward C. Robison III/courtesy of Crystal Bridges Museum of Art] Crystal Bridges Museum of American Art Expansionopening in JuneBentonville, ArkansasSafdie Architects The 2011 opening of the Crystal Bridges Museum of American Art in Northwest Arkansas was a bold investment by Walmart heir Alice L. Walton in broadening access to world class art beyond the typical metropolitan centers of the U.S. Now, 15 years later, Safdie Architects has returned to broaden the museum’s reach even further. The project expands the museum’s space by 50% while extending the aesthetics of the original design. Future visitors may be unable to tell where the expansion begins, or that there ever even was one. [Image: Snhetta/Theodore Roosevelt Library] Theodore Roosevelt Presidential Libraryopening in JulyMedora, North DakotaSnhetta Set in the wide openness of North Dakota where Theodore Roosevelt ranched for years before becoming the 26th president of the United States, the new Theodore Roosevelt Presidential Library is a stunning earthship of rammed earth, mass timber, and a nearly camouflaged roofline. Designed by Snhetta to physically blend into the landscape, the building is meant to reflect Roosevelt’s environmental stewardship and deep connection to the landscape of the North Dakota Badlands. [Photo: Al Bello/Getty Images] Buffalo Bills’ Highmark Stadiumopening in summer 2026Orchard Park, New YorkPopulous The Buffalo Bills NFL team is moving on from its previous home of more than 50 years into a brand new 60,000-seat stadium. Despiteor possibly because ofBuffalo’s snowy winters, the stadium was designed to be an open bowl, welcoming the elements onto the field and all but the uppermost stadium seats. The stadium’s designer, sports architecture specialists Populous, calls it “one of the most intimidating home field environments in the league.” [Photo: Mario Tama/Getty Images] Lucas Museum of Narrative Artopening in SeptemberLos AngelesMAD One of the most anticipated new cultural institutions in recent years, George Lucas’s $1 billion museum is hotly awaited both for its extensive art collection and its far-out architecture. Designed by MAD Architects with an integrated landscape by Studio-MLA, the spaceship-shaped building is a curvaceous modern behemoth in Los Angeles history-laden Exposition Park. Though his firm has built dozens of shapely museums and opera houses across China, this will be lead architect Ma Yansong’s first major cultural institution in the U.S. View this post on Instagram Atlassian Centralopening in NovemberSydneySHoP Architects When software giant Atlassian’s new headquarters building opens in 2026, this 39-story skyscraper will be the world’s tallest hybrid timber building. Made up primarily of six mass timber four-level buildings-within-the-building, the tower encases everything in a criss-crossing steel exoskeleton wrapped in operable glass windows. Designed by SHoP Architects, the tower is also a hybrid at ground level, preserving a historic train shed and converting part of it into the tower’s new lobby. [Photo: Sadak Souici/ZUMA Press Wire/Shutterstock] Guggenheim Abu Dhabiopening TBDAbu Dhabi, United Arab Emirates Gehry Partners Possibly the last major project to be designed by architect Frank Gehry before his death in December 2025, the long-awaited Guggenheim Abu Dhabi is expected to open to the public sometime in 2026, 20 years after it was first announced. Appearing to be a jumble of funnels, tubes, and cubes, the museum fully embodies Gehry’s signature style. Its government backers hope the museum also taps into the energy of previous Gehry projects, like its counterpart museum in Bilbao, Spain. One official recently told a local newspaper the museum aspired to be “a civic space.”
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E-Commerce
Hello and welcome to Modern CEO! I’m Stephanie Mehta, CEO and chief content officer of Mansueto Ventures. Each week this newsletter explores inclusive approaches to leadership drawn from conversations with executives and entrepreneurs, and from the pages of Inc. and Fast Company. If you received this newsletter from a friend, you can sign up to get it yourself every Monday morning. Twenty twenty-six will be a year of financial corrections, AI-driven biological breakthroughs, and new thinking about cybersecurity and executive protectionat least according to the CEOs I recently asked to provide bold prognostications. Heres how 12 of them responded. New threats, new protections Rick Caccia, CEO of AI security platform WitnessAI, believes 2026 will bring the first major AI-driven cyberattack that causes significant financial damage. After that happens, he predicts corporations will augment their existing security budgets, and those deals will close three times faster than current cycles as companies move fast to secure their systems. Currently, enterprise AI spending remains largely compliance-focused as companies prepare for regulatory requirements in the absence of active threats, Caccia says. An AI-powered attack will highlight the need for additional security investment, he says, adding, This will create a new market dynamic where AI security moves from nice to have to business critical overnight. Ted Bailey, founder and CEO of Dataminr, and Balaji Yelamanchili, CEO of ThreatConnect, see business leaders demanding threat intelligence thats tailored to their specific organizations in 2026. Amid tight budgets and staffing shortagesnot to mention AI threatscompanies need real-time intelligence about threats, communicated in the context of their businesses and investments. They say information that cant answer the question How does this affect my organization? is unhelpful, and that 2026 will see organizations matching data about external threats with the effectiveness of their internal controls to understand their true vulnerabilities. Filip Kaliszan, CEO and cofounder of software-driven building security company Verkada, predicts that attacks on politicians and executives will drive a new era of investment and standardization in executive protection. Rising threats, ranging from harassment and doxxing to high-profile physical attacks such as the killing of UnitedHealthcares Brian Thompsonwill prompt boards of directors to think differently about C-suite security. Just as cybersecurity teams measure dwell times, breach costs, and vulnerability exposure, executive protection teams will increasingly quantify risk reduction and operational impacthow many threats were identified, potential losses avoided, or disruptions mitigated, he says. AI infrastructure evolves KR Sridhar, founder, chairman, and CEO of Bloom Energy, maker of fuel-cell energy systems, predicts that AI data centers and large-scale manufacturing facilities that need massive, reliable energy will move to onsite power rather than relying solely on the central grid. As AIs explosive growth collides with grid limitations, businesses and regulators will accelerate adoption of next-generation energy models that deliver clean, affordable, and abundant power, Sridhar says. This is essential for building a future where innovation and sustainability go hand in hand. And Sami Issa, director and CEO of Global AI, believes the world will treat sovereign AIa nations ability to use its own infrastructure and data to produce AIthe same way it treats national energy grids. This shift may look sudden from the outside, but from my vantage point, the demand signals are already impossible to ignore, Issa says. Nations will compete to secure gigawatt-scale, single-tenant capacity, and the organizations that move early will define the next decade of AI capability and security. Evan Beard, CEO and cofounder of Standard Bots, predicts the United States will hit 45,000 new industrial robot installations as AI-powered robots prove they can handle sustained production. He believes that first-time automation buyers, especially small to midsize manufacturers, will embrace the technology as industrial robots become more accessible and affordable. By year-end, those new deployments will empirically confirm what American manufacturers already tell us: When companies adopt advanced robotics, they become more cost-competitive, improve productivity, and retain or grow their workforce in more technical and higher-wage roles, he says. AI: big and small Bam Azizi, CEO and cofounder at Mesh, a global payment network, predicts the true engine of growth for agentic commerceAI agents handling digital transactionswont be fueled by consumer shopping but by business-to-business applications, especially micropayment processing. “Agents are set to perform thousands of high-velocity, fractional transactions for API (application programming interface) calls and cross-border services that traditional card rails cant handle, Azizi says. Micha Breakstone, cofounder and CEO of biotech company Somite AI, predicts venture capitalists this year will prioritize investing in biotech companies that essentially transform cellular biology into a predictive engineering science that can transform medicine and drug development. He asserts that these companies will be valued less like traditional biotech and more like Tesla. The value proposition to investors is not just the individual car (the drug), but the autonomous driving software (the platform) that powers it. A coming correction A few CEOs expressed concerns about overheated financial markets. Ive been in private equity for 31 years, and Ive never seen anything like the current level of froth in the credit markets, says Graham Weaver, founder and CEO of Alpine Investors. Indeed, corporate bond issuance and growth in the $1.1 trillion private credit market showed little sign of slowing last fall. “I cant predict when this endsmaybe its 2026, maybe notbut as night follows day, it will end, Weaver says. When it does, and when debt becomes less available and the froth begins to fade, [over-leveraged] companies could face a very painful reckoning. My advice is to prepare now so the de-leveraging becomes a soft landing rather than a crash landing. Sam Miller, CEO and cofounder of payments app Kasheesh, offers an even starker warning: In 2026, America could face the largest financialcorrection in modern history, and AI will not be the safety net for everyday Americans. As AI scales, he says, corporations will gain efficiency and speed, but small businesses and consumers will struggle. We need AI built for inclusion, designed for those being left behind, to create a financial system that helps everyone rise, not just those already ahead. Then again . . . If these projections feel unsettling, you can always take solace in the words of Kunal Kapoor, CEO of Morningstar, who takes a refreshingly contrarian stance: I predict that most predictions will not come true! (Disclosure: Morningstars executive chairman, Joe Mansueto, owns Inc. and Fast Companys parent company.) Kapoor adds: Put me in the optimist camp when it comes to thinking about the impact changing technology will have on our industry, the economy, or business landscape. Indeed, being a Modern CEO requires a good measure of enthusiasm and sanguinity in the face of change and uncertainty, which were sure to experience throughout 2026. Your predictions What big changes are you anticipating in 2026? Send your bold predictions to me at stephaniemehta@mansueto.com, and Ill compile the most compelling prognostications in a future newsletter. Read more: unpredictable predictions Axios Pro Ratas Dan Primack collected one-line predictions on AI, life sciences, and more Three futurists weigh in on how AI will change the world in 2026 AI predictions from a ChatGPT pioneer
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