3 Overlooked Trends Shaping 2026

• Rate cuts: Wall Street expects only two Fed rate cuts in 2026, but White House rhetoric and Trump's dovish Fed chair preference suggest more cuts likely; Rocket Companies (RKT) positioned to benefit from mortgage refinancing wave if rates fall below 6%
• Gene editing: FDA introduced accelerated approval pathway in November allowing gene-editing therapies to skip large randomized trials; Crispr Therapeutics (CRSP) revenues projected to surge from $9.4M in 2025 to $112M in 2026 and potentially $1B by 2030
• Domestic security: Evolv Technologies (EVLV) produces AI-powered weapon detection gates for public spaces; company has improved after 2024 management changes and is DHS-approved, with Wall Street underestimating 2026 growth above 15% consensus

Market Summary: 3 Overlooked Trends Shaping 2026

Key Thesis

InvestorPlace analyst Tom Yeung warns that "hindsight investing"—betting on 2024-2025's AI and tech winners—may fail in 2026. Senior Analyst Louis Navellier has turned cautiously bearish, predicting a potential "hidden crash" as trillion-dollar tech giants show collapsing earnings momentum.

Three Overlooked Investment Trends

1. Accelerated Rate Cuts

• Wall Street expects only two rate cuts in 2026, but betting markets project 3-4 cuts
• President Trump seeks faster rate reductions, calling Fed Chair Powell "TOO LATE"
• Pick: Rocket Cos. Inc. (RKT) – A-rated mortgage refinancing leader
• Trump ordered $200 billion mortgage bond purchase to lower borrowing costs
• Mortgage rates could fall below 6% if Fed cuts rates below 2.75%

2. Gene Editing Technologies

• FDA unveiled accelerated approval pathway in November 2025, allowing companies to skip large randomized trials
• Pick: Crispr Therapeutics AG (CRSP) – B-rated, founded by CRISPR/Cas9 inventors
• Revenue projections: $9.4M (2025) → $112M (2026) → $273M (2027) → $1B (2030)
• First sickle cell gene therapy recently approved; Trump administration supportive

3. Domestic Security Technology

• Pick: Evolv Technologies Holdings Inc. (EVLV) – B-rated weapon detection systems
• Uses AI-powered, unintrusive screening gates for stadiums, schools, and public spaces
• DHS-approved; pursuing airport approvals
• New CEO implemented subscription model after 2024 scandal
• Wall Street forecasts 15% growth; analyst expects outperformance

Market Implications

Yeung draws parallels to previous crashes (1987, 2000, 2008), warning that lagging indicators mask underlying weaknesses in current AI-driven trends.