Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss what real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks; what changes are coming in 2026 — faster, cheaper models, and accelerating adoption; and how to invest without over-indexing your portfolio to a volatile sector. Companies discussed: ALAB, MU, NVDA, AMD, PSTG, MSFT, AMZN, GOOGL. Access the The Motley Fool 2026 AI Investor Outlook Report here: fool.com/research/ai-investor-outlook. Host — Emily Flippen; Guests — Donato Riccio, Asit Sharma.

Guests: Donato Riccio,Asit Sharma

Published: Sat 10 January 2026