#wall street #investment #markets - The Stocks S&P-Beating Investors Are Buying Now: TheStreet

29 October 2026

Interactive Brokers’ Steve Sosnick reveals the stocks investors are piling into now, why AI enthusiasm is back after Anthropic’s IPO filing, and why he’s shifting new money toward value stocks despite the market’s relentless rally. 00:00 Introduction 00:07 Investor Sentiment and the Biggest Trading Trends 01:53 Are Investors Making Money on AI and Space Stock Trades? 02:19 Space Stocks and SpaceX: Investment Risks and Market Hype 03:28 Leveraged ETFs: Why SOXL Can Underperform Over Time 04:55 AI Stock Concentration Risk in the S&P 500 and 401(k) Portfolios 06:31 AI Stocks: Is the Risk of Lower Returns Worth It? 06:45 Is It Too Late to Invest in AI Stocks? 09:56 Anthropic IPO: Is AI Optimism Justified or a Market Risk? 11:55 Which Parts Of The AI Trade Are Most Vulnerable? 14:27 Safest Tech Stocks to Own: Hyperscalers and Big Tech 15:35 S&P 500 Diversification: Equal-Weight Funds vs. Market-Cap Funds 16:49 Value Stocks vs. Growth Stocks: Where Retail Investors Should Look 18:14 Portfolio Allocation: How Much to Invest in Value vs. Growth 19:25 Is the Stock Market Overdue for a 10% Correction? 20:35 Stock Market Correction vs. Crash: How to Tell the Difference 21:57 Small-Cap Stocks: Should Investors Avoid the Russell 2000? 22:13 International Stocks: Opportunities and Risks in China, Japan and Europe 23:15 Should Investors Buy Growth Stocks After a Market Correction? 24:17 Stock Market Seasonality and the Santa Claus Rally 25:39 Value vs. Growth Stocks: Which Performs Better in a Year-End Rally? 25:56 Best Value Stocks to Buy: Industrials, Consumer Staples and Telecom 27:16 Rapid-Fire: This or That Recorded: October 28, 2026

SpaceX Competitors: 5 Alternatives to Watch

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Yesterday, Putin revealed that Russian authorities are "in close touch" with Elon Musk about the technology Ukraine needs to defend itself. Our new report @TheAtlantic investigates how @elonmusk went from supporting Ukraine to coordinating with Moscow. https://t.co/sTjaLgcwJe

— Simon Shuster (@shustry) October 29, 2026

#S&P500 #investment #markets - “New Highs Are The Best Time To Buy” — Art Hogan’s Playbook For S&P 8,000: TheStreet

9 October 2026

B. Riley Wealth Chief Market Strategist Art Hogan reveals why the S&P 500 is poised to hit 8,000 and how tech pullbacks will create prime buying opportunities in stocks like Microsoft and Apple. He also breaks down his “barbell” strategy across financials, healthcare, and industrials and warns of the exact macro risk that could halt the rally. 00:00 Introduction 00:08 S&P 500 Price Target & Year-End Market Highs 01:21 Leadership Shift: Will Non-Tech Sectors Outperform? 02:10 Is It Time to Trim Big Tech Holdings? 02:53 Buying Tech Pullbacks: Strategy & Opportunities 03:30 Top Tech Stocks to Buy on a Pullback 04:35 Top Stock Ideas Outside of Technology 06:13 Market Timing vs. Investing in Sector Rotation 06:57 Is Index Investing in the S&P 500 Safe at All-Time Highs? 08:11 Impact of Middle East Escalation & $100 Crude Oil on Stocks 09:43 Earnings Season Warning Signs & Defensive Portfolio Moves 10:36 When & How to Shift to Defensive Investments 11:35 Is Gold a Bargain After Pulling Back From Highs? 13:00 Clarifying Gold Strategy: Buy Now or Wait? 13:13 Is Bitcoin a Buy Above $80,000? 14:03 Small-Cap Stocks Outlook & Interest Rate Risks 15:43 The Biggest Midterm Election Mistake Investors Make 16:32 Rapid-Fire: This or That Recorded: October 8, 2026

#Investing #Stocks #WallStreet - A ‘Much Larger Pullback’ Is Justified: How to Prepare: TheStreet

11 September 2026

Gabelli Funds Portfolio Manager Justin Bergner says hotter inflation and a long‑term Treasury yield spike justify a much larger pullback — and lays out how retail investors should position, what stocks to watch, and what kind of pullback would trigger buying again. Recorded: September 11, 2026 00:00 Intro 00:14 CPI Report & Fed Rate Hike Outlook 01:18 The Biggest Risk Facing Markets Right Now 03:19 Can the S&P 500 Keep Rallying? 05:32 S&P 500 Outlook & Defensive Strategy 08:20 Top Healthcare Pick: Merck (MRK) 09:21 Top Value Pick: Ferguson Enterprises (FERG) 11:39 Consumer Staples Pick: J.M. Smucker (SJM) 13:41 Finding Value in Tech & Cyclicals 15:35 Market Pullback Strategy for Investors 18:52 Rapid Fire: This or That

#Investing #Stocks #WallStreet - The Market’s Getting Choppy — Ross Gerber’s Names to Hold Into 2027: TheStreet

10 September 2026

Ross Gerber, CEO, Gerber Kawasaki lays out the path to a potential 10% move higher — and lays out the stocks he says still deserve capital even in a choppy market. 00:00:00 Market Intro & Vibe Check 00:00:51 Primary Fall Stock Risks 00:01:45 Yields, Oil & Fed Rate Hikes 00:03:14 Earnings vs. Macro Risks 00:04:06 Defensive Strategy & Cash 00:05:11 Trimming High P/E Stocks 00:06:08 Stocks to Trim Now 00:07:15 Nvidia Growth & AI Demand 00:08:29 Micron Valuation & Memory 00:10:08 Eli Lilly & Healthcare 00:11:47 Take-Two & GTA 6 Catalyst 00:14:12 Netflix vs. Take-Two 00:14:55 Pullback Buy Candidates 00:15:50 Conditions to Turn Bullish 00:18:10 Downside Trajectory Risks 00:19:06 Rapid-Fire: Risks 00:24:43 Rapid-Fire: This or That

#Investing #Stocks #WallStreet - Sell in May? History Says You’ll Miss a 16% Rally - What To Do Now: TheStreet

7 May 2026

Sam Stovall, Chief Investment Strategist at CFRA explains why selling in May could cost you the 16% rebound that follows - and how to stay positioned for it.

#Investing #Stocks #WallStreet

Scott Lucas analyzes what Ukraine’s denial of a “victory” means for Vladimir Putin | Frontline

#Investing #Stocks #ai - Skip the AI Hype? Where Smart Investors Are Looking Instead: TheStreet

24 February 2026

In this week’s episode of ETF Spotlight, Jacob Hemmer, Chief Investment Officer at SRH Funds, breaks down the strategy behind the SRH Funds US Quality GARP ETF (SRHQ) and where he sees real growth opportunities in 2026.

#Investing #Stocks #ai

#usa #investing #WallStreet - Dan Ives Explains The Tech Sell-Off: Is This a Buy-The-Dip Moment? TheStreet

6 February 2026

Wedbush’s Dan Ives reveals why he’s still bullish on AI despite tech being the worst-performing sector this year, which names he’s buying, and why Microsoft could be a generational opportunity.

#Investing #Stocks #WallStreet

#usa #investing - Where Smart Investors Are Putting Their Money When Everything Feels Uncertain: TheStreet

23 January 2026

In this week’s episode of ETF Spotlight, Jake Schurmeier, Portfolio Manager, Multi-Asset Solutions, Harbor Capital Advisors explains how investors can stay invested without taking on hidden risk in 2026.

#Investing #Stocks #WallStreet

#usa #investing - The Market Is Ignoring a Recession Hiding in Plain Sight: TheStreet

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12 January 2026

Stocks keep rallying while the labor market flashes recession signals. Danielle DiMartino Booth, CEO & Chief Strategist, QI Research reveals what’s really driving the disconnect and when it breaks.

#usa #investment - Why 2026 Could Be A Riskier Year For Stocks: TheStreet

30 December 2025

In the latest episode of ETF spotlight, Ron Santella, CEO and CIO of Equable Shares breaks down why the year ahead could bring increased volatility and how investors can adapt.

#usa #investment - Why 2026 Won’t Be a Big Tech Year - And What Replaces It: TheStreet

22 December 2025

Why market leadership may shift away from mega-cap tech in 2026, and where investors can find the next gains.

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#Investing #Stocks #bigtech