This "Always" Happens to Stocks in a Midterm Year (It's Happening Again)

Get immediate access to Marc Chaikin's new 401 AI Report: https://www.marketbeat.com/y/yt1023/

AI stocks are selling off hard this week, but one corner of tech is turning around. Marc Chaikin, founder of Chaikin Analytics, joins MarketBeat's Bridget Bennett to break down what's driving the drop in memory chip, hardware and neocloud stocks, and why he sees it as a buying opportunity rather than a reason to panic.

A year ago, Marc predicted the market would bottom in mid-October of this midterm year. Now he says that low is in. He walks through 100 years of midterm history, including the median 22% gain from the midterm low to the following summer's peak, and explains why the weeks around the election can be one of the best buying windows of the four-year cycle.

Marc also shares three software stocks he likes right now as the sector bounces back from this year's sell-off: a government and defense data company near all-time highs, a corporate workflow company breaking out to a new six-month high, and a cybersecurity leader that just pulled back about 10%. Plus a bonus pick: the AI chip stock he calls his favorite for 2027, now down about 18% from its high.

Chapters: 0:00 Introduction 3:10 The Midterm Buying Opportunity 6:08 Stock 1 10:59 Stock 2 15:25 Stock 3 19:27 Bonus Stock

View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks.

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