... shortage of transactions, causing the M&A market to rely increasingly on the participation of Russian investors. Macroeconomic Factors The state of the economy and politics directly impacts the M&A market. In recent years, GDP growth has slowed, and inflation ... ... burden on banks' balance sheets, including funds accumulated by foreign companies, have created additional pressure on business valuations. Investors are compelled to raise their required returns, rendering transactions impractical under current conditions....

... companies planning to go public becomes more difficult. Funds and investment banks require large discounts, which leads to lower valuations and, accordingly, to smaller amounts of capital raised. This creates additional pressure on companies, which are forced ... ... an IPO in the coming months prefer to "lay low" and wait for more favorable conditions. This is due to a number of factors: Uncertainty in the market. In the context of high interest rates and general macroeconomic instability, companies prefer ...

... reassessment of assets could occur—resulting in a decrease in market value even amid stable current metrics. Conversely, successful transformations and exceeding expectations from AI implementations can lead to upward re-ratings. Thus, fundamental valuation in the context of AI disruption requires more attention to qualitative factors: technological strategy, innovation potential, management flexibility, and even regulatory risks that may arise at this new technological frontier. The internet industry is experiencing a moment of fundamental changes that present both new opportunities ...

... by approximately 24% at the market opening, resulting in an additional $1.4 billion to his wealth. According to Forbes, Trump's net worth is now estimated at around $6 billion. This example clearly illustrates how political events can impact company valuations and presents particular interest for investors, especially regarding short-term investments. Key Factors Driving Trump Media's Stock Growth and Their Impact on the Market The sharp rise in Trump Media's stock after the elections demonstrates that political circumstances can have a significant influence on market sentiment. A 24% increase in just ...

... reports progress in improving EV business margins or new initiatives to reduce costs, it will be taken positively. An additional factor is potential comments about negotiations with labor unions (the contract with the UAW ends in September 2025, and the market ... ... company returned to the stock market at the end of 2023, and now every performance attracts attention as a test of the high valuation's justification. The report will be released post-close and will encompass Arm’s first quarter of fiscal year 2026....