The Rundown Deep Dive: 5 Predictions for Markets in 2026
27 snips
Jan 3, 2026 Bold predictions for 2026 are unveiled, sparking excitement and unease on Wall Street. Healthcare emerges as the top sector, driven by groundbreaking drug innovations. Anticipation builds for a record year of IPOs featuring major players like SpaceX and Databricks. A controversial take suggests the Magnificent Seven could underperform as industries shift. Could Google become the most valuable company? And there’s speculation about Sam Altman’s future at OpenAI, with rumors of a possible ousting.
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Uniform Wall Street Optimism Is A Red Flag
- Wall Street unanimously expects double-digit S&P gains in 2026, which makes Zaid nervous about consensus risk.
- He warns cracks in labor and persistent inflation could make that uniform optimism fragile.
Healthcare Poised For A Breakout Year
- Zaid predicts healthcare will lead in 2026 driven by GLP-1 pill rollouts and AI-driven drug innovation.
- He argues pills broaden adoption and AI will speed drug development and boost margins across the sector.
A Potential Supercharged IPO Year
- Zaid expects 2026 to be one of the biggest IPO years with SpaceX, Anthropic, Databricks, OpenAI, and Waymo potentially going public.
- He says companies will rush to IPO to capture frothy valuations and raise capital for massive AI and infrastructure plans.