Show Notes
With the 10‑year Treasury climbing toward levels Kenny Polcari calls the market’s ‘danger zone’, he breaks down what could happen if yields push even higher — and the exact stocks he’s positioning into now, from financials and healthcare to select tech and AI names he expects to outperform once the reset hits.
More from Street Talk
Matthew Tuttle, CEO of Tuttle Capital Management, shares his stock market outlook, which AI stocks to buy on the dip, and where he sees opportunities beyond Big Tech. He breaks down how investors can diversify their portfolios, avoid overexposure to technology, and navigate rising interest rates, oil prices and growing concerns about AI spending.
Sam Stovall, Chief Investment Strategist at CFRA Research, shares his stock market outlook for year-end and 2027, reveals his top sector to own, and explains why he remains bullish on technology, healthcare and energy. Plus, what history says about the bull market, interest rates and a potential year-end rally.
With more than 80% of S&P 500 stocks down at least 10% from their highs, Ted Thatcher, founder and president of Bright Lake Wealth Management, reveals why he's bullish on Nvidia, Microsoft, and Alphabet, whether CoreWeave is a buying opportunity after the AI selloff, and where investors should put their money now.
With stocks trading near record highs and concerns mounting about an AI bubble, Julian Koski, chief investment officer at New Age Alpha, says the market is actually undervalued and investors should be buying now. He breaks down five stocks his model favors, including Nvidia (NVDA), Alphabet (GOOGL) and Meta (META), five stocks it flags as risky, and why he'd put $10,000 to work in the S&P 500 today.
With tech shares selling off, Motley Fool Asset Management’s Bill Mann warns that debt-heavy AI stocks could plunge 40% or more as the bubble starts to burst. He breaks down why more market turbulence is ahead, the major tech giant he is actively avoiding, and 3 stocks to buy right now before leadership shifts.