Interest rates are falling. Employment and GDP are beating expectations. Trade deals are accelerating. And in January 2026, the “Big Beautiful Bill” activates, unlocking incentives across infrastructure, digital modernization, broadband, data-centers, and domestic innovation. For tech and telecom companies , this isn’t just good macro-noise. It’s a rare, time-sensitive opportunity  to win market share, shape enterprise spend, and lock in high-value contracts before  the flood

2026 will be remembered as the year the market rewarded the disciplined, signal-driven, and buyer-intelligent — and left behind the reactive, story-driven, and nostalgia-led. This isn’t a market correction. It’s a capability correction.