Motley Fool Money 3 Bold Predictions to Start 2026
23 snips
Jan 8, 2026 
Matt Frankel, a savvy personal finance analyst, and Jon Quast, a seasoned investment guru, dive into bold stock market predictions for 2026. They debate which AI company might dominate, with Jon backing Gemini to rival ChatGPT. Tyler argues solar energy will outperform, while they highlight the vital role of battery storage. Matt predicts a potential 30% rally for homebuilders due to market changes, though cautioning about housing risks. They also reveal stocks on their radar, including Prologis and Array Technologies.
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Gemini's Momentum Could Close The Gap
- Jon Quast argues Gemini's momentum could erase ChatGPT's market-share lead within a year.
- He cites distribution, integration, vertical integration, and Alphabet's ability to subsidize losses as advantages.
Grok Could Leverage Musk's Ecosystem
- Jon Quast highlights XAI's Grok as a sleeper because Elon Musk can integrate AI across his companies.
- He argues Musk's ecosystem incentives could make Grok a meaningful competitor.
Prioritize Solar For Fast Energy Deployment
- Tyler Crowe recommends investors consider solar as the fastest way to add carbon-free electrons to grids.
- He argues speed to deploy and production ramp make solar attractive for hyperscalers and utilities.