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Dec 24, 2025 12:00 PM

Amazon, Meta, SpaceX, OpenAI And Trillion-Dollar IPOs Lead Futurum CEO Daniel Newman's Top 2026 Tech Predictions

Daniel Newman, CEO at Futurum Research, and strategist Shay Boloor shared their top seven stock market predictions for 2026 on Tuesday.

These predictions highlight long-term equity trends driven by AI infrastructure, software platforms, rising energy demand, and changing patterns in capital allocation.

Amazon, Meta Poised for Big Wins

Amazon.com (NASDAQ:AMZN) and Meta Inc. (NASDAQ:META) are back in favor after lagging peers over the past year. Concerns that AWS was underinvesting in AI infrastructure and that Meta was overspending on talent have eased, with AWS improving its AI capacity and strategy and Meta's investments beginning to pay off. The view is that both companies are positioned to be major winners in 2026.

Trillion-Dollar IPOs

SpaceX will be the largest IPO of 2026, surpassing OpenAI, with both valued above $1 trillion. It also expects blockbuster IPOs from Anthropic, Canva, and Databricks, while suggesting investor focus will center on ...