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Motley Fool Hidden Gems Investing

Big Investing Takeaways From CES 2026

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 7 January 2026

⏱️ 18 minutes

🧾️ Download transcript

Summary

CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the announcements at CES. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: - Uber and Lucid’s big reveal - NVIDIA’s autonomy model - Lego’s smart blocks - Duds at CES Companies discussed: Uber (UBER), NVIDIA (NVDA), Apple (AAPL). Host: Travis Hoium Guests: Lou Whiteman, Rachel Warren 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

We're in the middle of CES.

0:07.2

So what new tech are we excited about?

0:09.4

Maybe what are we not so excited about?

0:11.6

Motley Full Money starts now.

0:20.7

Welcome to Monty Full Money. I'm Travis Hoyim, joined today by Lou Whiteman and Rachel Warren.

0:25.9

It's still a little bit slow in the traditional investing world, but we do have CES going on right now.

0:31.2

So I wanted to talk about a few of the interesting topics.

0:34.2

The first one I want to cover, we're going to talk about our duds.

0:36.3

I'm pretty excited about that later in the show. So stay tuned for that. But some of the biggest

0:40.4

announcements were actually related to autonomous driving. And I want to ask you to about one specifically,

0:45.4

and that's Uber's reveal with Lucid. We knew that they were working together. Neuro is actually

0:50.2

the technology behind Lucid's autonomous vehicle. But this is a Waymo-like vehicle,

0:56.4

runs on Nvidia's stack. They're actually bringing this to market, supposedly in 2026.

1:03.5

Lou, is this the blueprint for the future? Are we going to see more companies like this? Or is this

1:08.1

just kind of a one-off that, you know, is getting a lot of

1:10.8

a pub this week? I mean, I think alliances are a big part of the blueprint. So on that level,

1:16.3

yes. And, you know, the nice thing about this alliance is, look, you have best to breed, right?

1:20.7

Lucid makes excellent vehicles, I think, and also large luggage-ready vehicles with 400-plus mile range. So, that's

1:29.1

a big part of it. Uber, we've talked at length about their just distribution network,

1:34.0

so that is best-to-breed. And Nuro is a well-regarded player with Autonomous, doing a lot

1:39.2

of different things. I don't know, though, if this combination really strikes me as

1:43.7

wow. Lucid is an expensive automobile. I mean, who knows what, if this combination really strikes me as wow.

...

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