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Motley Fool Hidden Gems Investing

Wall Street’s Wild Week to Start 2026

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.33.1K Ratings

🗓️ 9 January 2026

⏱️ 40 minutes

🧾️ Download transcript

Summary

The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moonshots we’re interested in. Travis Hoium, Jason Moser, and Lou Whiteman discuss: - Pulse of the market - $1.5 trillion for defense - Alphabet passes Apple - Crowdstrike’s acquisition Companies discussed: Crowdstrike (CRWD), Alphabet (GOOG, GOOGL), Joby Aviation (JOBY), Archer Aviation (ACHR), AST Spacemobile (ASTS), Rocket Lab (RKLB). Host: Travis Hoium Guests: Jason Moser, Lou Whiteman 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

2026 started off hot on the market.

0:08.0

Where do we go from here?

0:09.0

Molly Fool Money starts now.

0:11.0

The Everybody needs money.

0:27.8

That's why they call it money.

0:30.0

The best things in life are free,

0:33.2

but you can give them to the pros and bees.

0:36.6

From Fool Global Headquarters, this is Motley Fool Money.

0:40.4

Welcome to Motley Full Money.

0:41.3

I'm Travis Hoyam, joined today by Jason Moser and Lou Whiteman.

0:46.1

Guys, this is the first recording, Friday recording that we've had in 26.

0:49.9

Last Friday, we had to record a little bit early because of New Year's.

0:53.3

But I wanted to get your thoughts on where we are in the market to start the year. It seemed like everything was on fire

0:58.7

the first couple of days of the year. I saw people post about how, you know, if this continues,

1:02.7

I'm going to have 10,000 percent returns for 2026. We've maybe slowed down a little bit from

1:07.9

there. But Lou, in the absence of kind of news, we're getting a little bit of economic news, but the vibes seem pretty good in the market. So is that good news to start the year? Yeah, I hate to settle, but guys, I'll be honest, I'll take half of a 10,000 return this year, wouldn't you? Not bad at all. So, you know, Travis, it's funny because I, you know, I'm always wrong, but I was really

1:28.7

curious how this week would go. And I was kind of worried. I was worried that there were a lot of like positions leading into the end of year that were kind of window dressing because we've talked about all of these walls of worry. And I'm thinking that some of these money managers would just want to have these hot companies in their portfolio

1:44.4

on December 31st. And then there might be some trimming of the sales on January 5th.

1:51.4

And boy, was I wrong. We just kind of took off. I'll say, though, there's still a ton

1:57.2

to worry about. There's always a lot to worry about. To me, the biggest thing

2:03.1

I'm looking at for 2026 is there is this critical mass of spenders who are continuing to keep

2:11.1

the economy going. I think things are still looking brighter on Wall Street. Do you mean that from

...

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