The biggest market risk in 2026 is the one no one talks about

The biggest market risk in 2026 is the one no one talks about

Deal activity is heating up as 2025 nears a close amid lower interest rates from the Fed and a sense from sellers that valuations are about as full as one could expect. Yahoo Finance executive editor Brian Sozzi sits down on the Opening Bid Unfiltered podcast with Apollo Global Management co-head of equity David Sambur. After being held by Liberation Day market related volatility, the environment for deal-making has picked up. This year is on track to become the second highest in deal activity, up 36% in value to an estimated $4.8 trillion according to Bain & Company. Megadeals greater than $5 billion have represented more than 75% of incremental deal value. Meanwhile, exit activity for private equity companies accelerated meaningfully in the third quarter. Private equity firms have announced exits totaling $470 billion so far this year per data from EY, marking a 40% increase by value compared with the same period last year. Sambur shares his outlook for M&A and exits in 2026, the drivers of that potential activity and what he has learned from making big deals over the course of his career. Disclosure: Yahoo is a portfolio company of funds managed by affiliates of Apollo Global Management. Learn more about your ad choices. Visit megaphone.fm/adchoices

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Everyone’s watching tech but the next big deals may be industrial

Everyone’s watching tech but the next big deals may be industrial

There are dealmakers on Wall Street, and then there are the teams at Perella Weinberg. If you have a big deal to get done as a CEO, this is one of your first stops on the Street to try and make it hap...

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Why CrowdStrike's CEO says you need AI to fight AI

Why CrowdStrike's CEO says you need AI to fight AI

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. From the racetrack to the race for cybersecurity spending dollars. Yahoo Finance Executive ...

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Why Investors Are Watching SailGP’s Explosive Audience Growth

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Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. From hyrox to pickleball, this is a great moment to take a crack at starting a new sports v...

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AI cost cutting is eroding company culture and future profits

AI cost cutting is eroding company culture and future profits

Rest assured that if a leader can cut expenses to boost profits, they will often do so without hesitation. This practice is likely to worsen in the years ahead as leaders are drawn in by the use cases...

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Circle's CEO explains why the dollar is going digital

Circle's CEO explains why the dollar is going digital

It has been a very eventful year for stablecoin player Circle (CRCL). The company completed its IPO in June. Then, in July, President Trump signed the GENIUS Act, which is seen as a significant future...

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How AI is quietly reshaping industrial stocks like C.H. Robinson

How AI is quietly reshaping industrial stocks like C.H. Robinson

The market loves putting money to work on AI stocks; that much has been made clear in the past two years. The appetite to own AI plays is broadening to more under-the-radar names, including companies ...

17 Dec 202525min

Why OpenAI dominated the AI trade in 2025

Why OpenAI dominated the AI trade in 2025

There has been one company at the very center of the AI trade this year. That is none other than OpenAI (OPAI.PVT)! OpenAI has won Yahoo Finance’s 11th annual Company of the Year award. Here is why. F...

15 Dec 202529min

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