Don’t think for a second that cyber insurance underwriters didn’t notice your fancy new generative AI tools. Nothing gets past them.

Just as companies think through the risks associated with the booming technology, so too do the insurance companies covering those risks. AI risks touch on numerous property/casualty policies—such as employment practices liability, product liability, and errors and omissions, to name a few. In addition, cyber underwriters are looking keenly at risks such as intellectual property infringement, data integrity, prompt injection, and contracts with AI vendors, according to experts who spoke with CFO Brew, as well as a new Cyber Insurance Market Outlook report from insurance broker Gallagher.

Cyber underwriters “are much more interested in how companies are viewing their own risk when it comes to AI, and how they are attempting to mitigate that through the use of these [AI governance] frameworks,” Dan Burke, national cyber practice leader at Woodruff Sawyer, a subsidiary of Gallagher, told CFO Brew.

Keep reading here.—AZ

North American accountants are heading into 2026 a tad worried, and their outlook may signal a mild economic slowdown ahead.

That’s according to a survey by the Association of Chartered Certified Accountants and the Institute of Management Accountants. The survey found that North American finance professionals’ confidence in the economy is “very weak by historical standards,” and down slightly from Q3 2025, but still higher than the first half of last year.

The survey, fielded quarterly for more than 10 years, polled nearly 1,200 accountants and other financial professionals, including CFOs, globally. The survey took place December 2–15, 2025.

The economic factors North American finance pros said they witnessed hinted at the reason for their pessimism. Two-thirds saw costs rise in Q4 2025, the highest percentage since Q4 2023. Globally, new orders dropped over the course of 2025, though they rose slightly in North America. The survey’s employment index for North America hit a record low, signaling it could be a key downside risk.

Keep reading here.—CV

The hottest stocks of 2025 are also the hottest stocks of 2026, with hard drive makers emerging as the newest winners of the AI trade.

Sandisk, Western Digital, and Seagate Technology jumped 388%, 219%, and 189% last year, respectively, as investors piled into data storage names tied to the AI buildout. All three have already posted double-digit gains in 2026—Sandisk in particular has been red-hot, soaring 74.24%, while the S&P 500 has climbed just 1.38%.

Memory mayhem

Those massive gains reflect a sharp imbalance between supply and demand: Memory is a critical input for training and running AI models built on chips from Nvidia and AMD, yet production has struggled to keep pace with the surge in AI infrastructure spending. “Your performance is limited by the amount of memory and the speed of the memory that you have, and if you keep adding more GPUs, it’s not a win,” Sha Rabii, co-founder of Majestic Labs, told CNBC.

Not every company in the tech industry is enjoying the party, though.

Keep reading on Brew Markets.—SY

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