University of Kwazulu-Natal

This Could Be The Biggest Investment Opportunity Of 2026 And These 3

Bonisiwe Shabane
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this could be the biggest investment opportunity of 2026 and these 3

It's not only AI that could make investors lots of money. When it comes to trillion-dollar opportunities, most investors' attention seems to be focused on artificial intelligence, and it's easy to understand why. However, there's a $35 trillion market opportunity that many investors are overlooking. In this video, I'll discuss what it is and three stocks that could be big winners from it. *Stock prices used were the morning prices of Aug. 20, 2025.

The video was published on Aug. 21, 2025. Matt Frankel has positions in Rocket Companies, SoFi Technologies, and Upstart and has the following options: short December 2025 $95 calls on Upstart. The Motley Fool has positions in and recommends Upstart. The Motley Fool recommends Rocket Companies. The Motley Fool has a disclosure policy.

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. *Average returns of all recommendations since inception. Cost basis and return based on previous market day close. Reading through dozens of 100-page investment outlooks to identify common themes for the year ahead is a daunting task.

Fortunately, there are some great tools available to summarize research reports sift through all the different points of view. Below are four major themes common in most of the 2026 investment outlooks. After reviewing 18 reports, four themes emerged again and again in the 2026 outlooks. Several firms referred to what is happening in AI as an infrastructure revolution. Fears of another tech bubble are understandable, but the current AI boom is fundamentally different from the dot-com era. Analysis from Barclays and Morgan Stanley point to the fact that today’s leaders are highly profitable, cash-generative companies, unlike their speculative, often profitless, counterparts from the dot-com bubble.

Hyperscaler capital expenditures are expected to continue, with increased investment in sourcing energy to meet growing demand. The data centers required to train and run advanced AI models are incredibly power-intensive. Goldman forecasts indicate that power demand from data centers is set to grow by more than 175% by 2030 compared to 2023 levels, creating a massive, long-term investment theme in energy and utilities infrastructure. Fidelity semiconductor analyst Jonathan Tseng addressed the doubters nervous about ROI on the huge infrastructure spend: “So far, AI models continue to improve and productisation is proceeding rapidly. If that works, then everything else will work.

Trying to claim that you conclusively know that AI doesn’t deliver value based on old data and old models is like looking at the Wright Flyer and deciding that mass air travel will never... Daily stocks & crypto headlines, free to your inbox By continuing, I agree to the Market Data Terms of Service and Privacy Statement A possible stock market bubble. Trump accounts. Tokenized stocks.

These are just three developments investors need to be aware of in the coming months. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. There's never a dull moment for investors, between the earnings calendar, economic data and Fed meetings. These days, the breakneck speed at which news hits the wires means we need to stay even more nimble. Some of these developments — such as the rapid shifts in tariff policy and on-again, off-again trade wars — are especially nerve-racking for investors tracking their portfolios.

Others, including new tax-free Trump Accounts for kids, are a little less stress-inducing. Here, we take a closer look at some of the major changes coming for investors in the months ahead. Depending on your situation, one or all these issues might directly impact your financial life — and if there's anything this year has taught us, it's to be informed and prepared. AFTER AN EXTRAORDINARY AND SURPRISING YEAR that saw the S&P 500 record double-digit gains and corporate profits outpace expectations, what comes next? Do equity markets have more room for growth? Are stock valuations too high?

What, if anything, could derail economic growth and the market’s resilience? “From energy grids and data centers to defense systems and digital platforms, power is driving the global economy — and shaping the outlook for 2026.” Chris Hyzy, Chief Investment Officer for Merrill and Bank of America Private Bank, believes the U.S. economy and financial markets are powering up for a new level of potential growth. “From energy grids and data centers to defense systems and digital platforms, power is driving the global economy — and shaping the outlook for 2026,” he says. Below, find answers from the Chief Investment Office (CIO) and BofA Global Research to four top-of-mind questions about the potential risks and opportunities ahead.

Plus, test your knowledge of current market dynamics. For additional useful insights and lively conversation, watch the Outlook 2026 webcast “Powering up: What could drive the next era of growth?” “The U.S. economy is firing on all cylinders,” says Joe Quinlan, head of Market Strategy for the CIO, who cites six reasons equity prices could potentially keep advancing: 2025 has provided plenty of twists and turns. What do experts think are the best investments in the year ahead?

Here’s where to invest in 2026. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. If you’re looking to review your portfolio following a bumpy year in the markets, then you may be wondering what the experts think will be the best investments in 2026 and where the key... The top stocks and funds for DIY investors throughout 2025 have reflected a turbulent year. We’ve seen Donald Trump’s tariffs threaten to upend global trade, DeepSeek disrupt the artificial intelligence (AI) narrative and, more recently, concern that the AI bubble may be about to burst.

Nvidia became the world’s first ever $4 trillion company, before crossing the $5 trillion threshold just months later. But Nvidia’s latest earnings release – despite trouncing expectations once again – has only fuelled the AI bubble fears further.

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It's not only AI that could make investors lots of money. When it comes to trillion-dollar opportunities, most investors' attention seems to be focused on artificial intelligence, and it's easy to understand why. However, there's a $35 trillion market opportunity that many investors are overlooking. In this video, I'll discuss what it is and three stocks that could be big winners from it. *Stock p...

The Video Was Published On Aug. 21, 2025. Matt Frankel

The video was published on Aug. 21, 2025. Matt Frankel has positions in Rocket Companies, SoFi Technologies, and Upstart and has the following options: short December 2025 $95 calls on Upstart. The Motley Fool has positions in and recommends Upstart. The Motley Fool recommends Rocket Companies. The Motley Fool has a disclosure policy.

Matthew Frankel Is An Affiliate Of The Motley Fool And

Matthew Frankel is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. *Average returns of all recommendations since inception. Cost basis and return based on previous market day close. Readi...

Fortunately, There Are Some Great Tools Available To Summarize Research

Fortunately, there are some great tools available to summarize research reports sift through all the different points of view. Below are four major themes common in most of the 2026 investment outlooks. After reviewing 18 reports, four themes emerged again and again in the 2026 outlooks. Several firms referred to what is happening in AI as an infrastructure revolution. Fears of another tech bubble...

Hyperscaler Capital Expenditures Are Expected To Continue, With Increased Investment

Hyperscaler capital expenditures are expected to continue, with increased investment in sourcing energy to meet growing demand. The data centers required to train and run advanced AI models are incredibly power-intensive. Goldman forecasts indicate that power demand from data centers is set to grow by more than 175% by 2030 compared to 2023 levels, creating a massive, long-term investment theme in...