The calendar is turning to 2026 tonight, so it's time to talk about stocks we love for

2026.

Molly full money starts now.

Welcome to Motleyful Money. I'm Travis Hoy. I'm joined by Lou Whiteman and Rachel Warren. We're going to do something a little bit different today, given it's a slow news week. We're going to talk about stocks that we like going into 2026. It's always one of the times we focus on what is next year going to look like. So, Lou, let's get specific. What stocks do you like in 2026. All right. So I'm going to start with the sector and then we'll get the stocks. I am really

in charge. Lou, let's get specific. What stocks do you like in 2026? All right. So I'm going to start with the

sector and then we'll get the stocks. I am really intrigued by space and what will become of the

space sector in 2026. This was a real winner in 2025, all right? Lots of excitement. The Arc

Space and Defense Innovation ETF, which is kind of one way to look at it,

up 50% for the year. That's not a bad year. A lot of these stocks we're talking about were did a lot

better than that. That's how averages work. So in one sense, how can this continue? Once you

had a year like this, there's no way you can see that again, or that's like conventional

wisdom. But on the other hand, it turns out SpaceX is going to IPO in 2026. $1.5 trillion is the rumored price, by the way. Yeah, we'll get to that in a second. But yeah, even if they come in at half of that, there's going to be a lot of discussion, a lot of talk about the potential of space. And if that 1.5 trillion valuation does happen,

hey, that makes a lot of these today speculative stocks. Look, the valuation look really reasonable,

right? So I think actually there can be momentum into 2026. Specific stocks, Rocket Lab is the leader.

RKLB is to ticker. I really like them. I'd rather own Rocket Lab than SpaceX,

even if SpaceX was public. That's how I feel about Rocket Lab. But let's have more fun,

something more obscure, something with a little more risk. I'm intrigued by Redwire, ticker

RDW. This is a component manufacturer for space and drones. They make a lot of the stuff that

is necessary to get things

into space. They have big exposure to areas like solar panels for space. There's stuff that you just

need if you are going to put something into space. Very neat company. Motleyful members can just

check out an interview I did with the CEO, Peter Cantillo. He described it as owning the fundamental

...