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Motley Fool Hidden Gems Investing

3 Bold Predictions to Start 2026

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 8 January 2026

⏱️ 19 minutes

🧾️ Download transcript

Summary

It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with three stocks on their radar Tyler Crowe, Matt Frankel, and Jon Quast discuss: - Which AI company will reign supreme in 2026 - The case for the solar industry’s outperformance - The long overdue revival of the housing market - Stocks on our radar Companies discussed: GOOG, FSLR, TSLA, GEV, GRBK, FND, ARRY, PLD Host: Tyler Crowe Guests: Matt Frankel, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

Three investing predictions to get 2026 started.

0:08.9

This is Motley Fool Money.

0:20.4

Welcome to Motley Fool Money. And'm Tyler Crow, and today I'm joined by longtime Fool contributors,

0:26.1

Matt Frankel and John Quast. Now, between the holidays and some ill-time seasonal illnesses,

0:31.4

the three of us haven't really been together for some times to record this podcast. We've all

0:35.6

had some time to reflect, as we've been thinking about

0:38.0

investing in 2026, and maybe some of the themes and predictions we expect in the coming years.

0:43.1

You know, we're eight days into 2026, but that's not too late to get some investing predictions

0:47.1

in here on time. So we're going to go around the horn here and give some of the investing

0:51.4

predictions and kind of themes, investing that we're thinking about in the coming year.

0:56.5

Now, John's going to go first,

0:57.9

but after you give you like your hot take,

1:00.9

controversial way of giving it,

1:03.1

Matt and I are going to mention like how much we believe in prediction

1:05.3

and then try to convince us, you know, afterwards.

1:08.8

So what is like your big headline, you know, prediction for

1:12.6

the year? 2026 will be the year that Alphabet's Gemini erases chat GPT's market share advantage.

1:20.3

Let me put it in another way. Gemini will reach market share parity with Open AIs chat GPT this year.

1:49.1

So we got these just before we started today. And when I first saw it, I was like at a six out of ten because it's directionally I like it, but I think it's pretty bold for one year. Matt, what did you think? Yeah, I'm about a two out of ten on this, but for the same reason, I think we're closer than the numbers make it sound. I just think Chad GPT is going to lose market share overall over time, but I think it's going to take much longer than a year for anyone to truly catch up. All right. So John, perfect

1:54.1

market parity between the two convince us. Yeah, and I totally get the hesitancy here, but just

2:00.1

understand how fast chat GPT is losing

2:03.2

market share.

...

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