Zacks Investment Ideas feature highlights: Nvidia, Bloom Energy, Oklo, Lockheed Martin and Red Cat

For Immediate ReleaseChicago, IL – January 13, 2026 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Bloom Energy BE, Oklo OKLO, Lockheed Martin LMT and Red Cat Holdings RCAT.Why 2026 Will See Unprecedented U.S. GDP GrowthAs Q4 GDP Expectations Soar, Can the Momentum Continue?The "GDPNow" forecast is a real-time, data-based "nowcast" of the current U.S. real Gross Domestic Product (GDP) growth rate, generated by the Federal Reserve Bank of Atlanta. GDPNow leverages the freshest monthly economic data, such as retail sales, housing starts, and trade balances, to imitate the official calculation method of the U.S. Bureau of Economic Analysis (BEA).The Atlanta Fed's GDPNow is among the most widely followed GDP forecasts due to its accuracy. The Atlanta Fed's latest GDP forecast now projects a massive 5.4% Q4 GDP expansion, largely due to a narrowing trade deficit.Meanwhile, in a recent appearance on the "All-In" podcast, U.S. Commerce Secretary Howard Lutnick said that he believes that the U.S. can achieve 5-6% GDP growth in 2026. GDP of such an elevated magnitude would be unheard of for an open economy that is the size of the United States, but is it possible?A Dovish Fed Chair Will Replace Jerome PowellBy now, it's no secret that the Trump Administration wants to see much lower interest rates. With the inflation rate falling, the market is pricing in multiple interest rate cuts in 2026. Meanwhile, the current Fed Chair, Jerome Powell, who has been "hawkish" and slow to cut interest rates, will have his term end in May.According to Treasury Secretary Scott Bessent, President Trump has narrowed the field of Fed Chair candidates to four, and his pick will be announced at the end of this month. The candidates, who include Kevin Hassett, Kevin Warsh, Christopher Waller, and Rick Rieder, are all far more "dovish" than Jerome Powell. A "dovish" Fed Chair replacement means more liquidity, and a hotter economy is likely in 2026. Finally, the Fed's balance sheet ticked up for the first time in two years, suggesting expansionary monetary policy.Government Reopening will Have a Positive Impact on GDPIn Q4, the longest government shutdown in history occurred (43 days). According to Howard Lutnick, GDP was likely 1.5% lower than it would have been had the government remained open. In other words, the economy is already stronger than the Q4 GDP number will suggest.The AI Bull Market & Building Boom ContinuesNvidia is the most critical AI stock and the best gauge of the strength of the AI buildout. Recently, Nvidia CEO Jensen Huang confirmed that his company has strong revenue visibility through 2026. Zacks Consensus Analyst Estimates agree with Huang and forecast robust double-digit top-and-bottom-line growth through next year.Additionally, "pick and shovel" AI energy plays such as Bloom Energy andOklo will benefit, leading to a snowballing effect.$1.5 Trillion Defense Budget Will Drive the EconomyAmid a shifting and uncertain geopolitical environment, President Donald Trump is calling for a ~40% increase in the U.S. Defense budget to a mind-boggling $1.5 trillion. Defense and drone stocks like Lockheed Martin and Red Cat Holdings will benefit.Deregulation, Tariff Dividend, & Largest Tax Return in HistoryThe Trump Administration will seek to drive economic growth in 2026 by sunsetting cumbersome regulations. Meanwhile, President Trump has suggested that a portion of the billions in tariff revenue may be paid out to Americans through a special tariff dividend. Finally, the 2026 tax season is expected to provide the largest tax refund in U.S. history, providing yet another stimulus to the already hot U.S. economy.Bottom LineWhile a 5-6% GDP growth rate for an economy as massive as the United States was once considered unthinkable, the alignment of historical stimulus and a shift in monetary policy suggests the ceiling is moving higher.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performancefor information about the performance numbers displayed in this press release.Zacks' Research Chief Names "Stock Most Likely to Double"Our team of experts has just released the 5 stocks with the greatest probability of gaining +100% or more in the coming months. Of those 5, Director of Research Sheraz Mian highlights the one stock set to climb highest.This top pick is a little-known satellite-based communications firm. Space is projected to become a trillion dollar industry, and this company's customer base is growing fast. Analysts have forecasted a major revenue breakout in 2025. Of course, all our elite picks aren't winners but this one could far surpass earlier Zacks' Stocks Set to Double like Hims & Hers Health, which shot up +209%.Free: See Our Top Stock And 4 Runners UpWant the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Lockheed Martin Corporation (LMT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Bloom Energy Corporation (BE): Free Stock Analysis Report Red Cat Holdings, Inc. (RCAT): Free Stock Analysis Report Oklo Inc. (OKLO): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks