Tech has not TAKEN OFF yet, but expert says it is a matter of when
Bond yields falling supports the stock market rally.
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A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
yucky — well below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredCrude oil 8 →S&P 500 7 →Technology sector 5 →
Bond yields falling supports the stock market rally.
'Caution is the word' — eerie echoes of 1987 amid rising Treasury yields and stretched AI valuations.
US Treasury yields continue rising.
Jay Hatfield is bullish on Broadcom and sees a chance for 'great growth'
Supply-demand picture still skews bullish for technology
Mahaney frames the social media addiction settlement as a 'clearing event' for Meta
Oil prices will go higher if China takes the described action
Amazon's fundamentals continue to improve and AWS strengthens its growth outlook amid tech volatility.
The selloff in Walmart was an overreaction and consumers will keep spending.
Ramaco Resources opened the first U.S. rare earth mine in 70 years, positioning it to lead the rare earth race.
Kimberly-Clark is a cash-generating machine with room for growth — a top stock pick.
Lumentum's CEO says customer demand for optical transceivers is surging beyond current supply, driven by AI infrastructure.
America faces an 'interest rate shock' with higher interest rates ahead.
Strategist Phil Blancato pushes back on market naysayers and says to 'enjoy the ride higher' in the S&P 500.
Kenny Polcari says he does not think the Fed will raise rates following the weak July jobs report (23,000 jobs lost, rising unemployment).
Matthew Tuttle names Franco Nevada as one of his top stock picks.
Matthew Tuttle names Waterbridge as one of his top stock picks.
Matthew Tuttle names Vicor as a top stock pick that the AI boom could send higher.
Zeta Global CEO says customer spending shows no signs of slowing, posts 44% revenue growth and raises full-year guidance.
Apple looks like the 'winner' in AI.
Meta is in a 'world of trouble' over its AI spending — bearish warning on the stock.
Positive on BlackBerry's pivot to robotics as a favorable strategic repositioning
Remains bullish on the Magnificent Seven despite the AI-driven tech sell-off
The 'Mag 7' has become the 'Lag 7' — mega-cap tech will underperform the broader market rally
Falling oil prices are driving the rally, implying continued downward oil pressure
As long as there is fighting in Iran, oil prices will remain elevated
Inflation could be above 4% by year-end
Campbell's stock could surprise investors in a trend reversal
Bullish on Intel ahead of earnings
Identifies Palantir as a strong investment opportunity
Identifies Datadog as a strong investment opportunity
Wells Fargo, 'left for dead' with sunken expectations, could shock Wall Street to the upside in Q2 bank earnings
Sees Google as a long-term value opportunity
JPMorgan is 'superbly positioned' to benefit from AI
Investor Stephen 'Sarge' Guilfoyle says he started buying IBM, expressing a bullish view on the business and its quantum computing prospects.
Brian Mulberry highlights Caterpillar favorably among power generation-linked companies benefiting from the AI trade.
Brian Mulberry highlights power generation company GE Vernova favorably as a beneficiary of the AI/power buildout.
David Katz says investors should consider consumer staples as the second half of the year becomes more volatile.
The AI revolution is far from over, implying continued upside for AI-levered stocks.
Amazon is a long-term growth pick on the strength of its AI business.
Collapse of the Iran ceasefire is 'not good news' for markets, raising concerns about further selling.
Highlights technology as an opportunity amid Iran-driven volatility.
Investors should be very careful with chipmakers after huge run-ups, implying downside/pullback risk.
Robotics suppliers could outperform competitors in the next AI wave.
Hot weather boosts the investment case for natural gas stocks.
Hot summer weather and AC demand strengthen the natural gas demand picture.
Acuity is a top stock pick.
Microsoft is a top stock pick.
Pfizer CEO says the Metsera GLP-1 acquisition is game-changing and primary care performance is strong, implying upside for Pfizer
Najarian is constructive on Meta Platforms' new cloud business selling excess AI computing capacity
Doubles down on a bullish market outlook.
Gus Scacco names American Express as a stock pick
Gus Scacco names Uber as a stock pick
Declining gold prices cited as evidence of a coming anti-inflation environment
Pompliano argues Bitcoin's value is misunderstood and volatility should not deter investors, implying a bullish stance
Jason Katz says market leadership is broadening from the Mag 7 into small caps, favoring small caps
Declining cryptocurrency prices cited as part of the deflationary environment
Danielle Shay frames Micron as a 'buy the rumor, sell the news' setup with traders bracing for a post-earnings shock
Inskip highlights tailwinds including rising earnings estimates and an expanding AI narrative supporting the market
Glen Smith says mining plays are a patient and prosperous pick
Polcari says cash is rotating out of tech into industrial stocks
Predicts a major market rotation into hard assets.
Rumble founder Chris Pavlovski makes a bullish prediction, saying there is 'only room to grow' for AI expansion and the advertising business
Warns soaring AI memory costs are squeezing Big Tech profits, implying downside for Big Tech shares.
CIO says emerging markets are the 'place to be' and offer strong investment opportunities.
Discusses oil 'dropping like a stone' on easing Middle East tensions, implying lower oil prices.
CIO says Mag 7 stocks could have trouble outperforming the broader market amid weakening momentum.
Positive on Micron's AI-driven growth.
Says healthcare remains a top investment opportunity.
Advises investors to buy consumer stocks while others focus on AI.
Says this is a 'good environment' for banks, citing robust capital markets activity and strong banking revenues.
Steven Schoenfeld says AI fundamentals have not changed despite the semiconductor sell-off, implying the pullback reverses.
Kirk McDonald says XPO stands out as a top logistics stock as the freight recession eases and industry earnings improve.
Intel stock is soaring on a 'monster upgrade' — framed positively.
Apple's new Siri AI was not a 'smack out of the park' — negative assessment of Apple Intelligence.
Industry leaders signal potential oil price spikes ahead.
Warns semiconductor earnings bubble could lead to significant market downturn.
Expects gas prices to come down 'quite a bit' when the Iran war is resolved.
CIO says investors should lean into the AI trend, citing Marvell's AI-driven market activity
CIO says investors should lean into the AI trend, citing HPE's AI-driven market activity
Meta's huge user base could unlock massive new revenue
Bullish on the market rally continuing, with AI driving a productivity boost and new job creation
Enterprise software still wins in the AI era despite AI disruption concerns
Demand will exceed supply in AI for a 'very long time,' supporting AI investment
Trader sees major 'upside preparation' and 'very bullish flow' for Nvidia.
We will continue to see bullish news from the market
The gold trade still has room to run; investors should own gold in their portfolio
Charles Payne is 'pumped' for Intel based on how it is performing
Nuclear is the most probable answer to AI's energy problem, favoring Oklo via its collaboration with Nvidia
A $260M Nvidia deal signals a bigger wave of surging demand for private AI infrastructure
Charles Payne calls the market a 'coiled spring' poised for an upside move.
Monday could be a 'difficult day' for the market amid geopolitical uncertainty.
Mahaney is bullish on Google stock as an AI beneficiary.
Mahaney is bullish on Amazon as an AI beneficiary.
Geopolitical tensions from the Trump Iran speech drive oil prices higher.
Kaltbaum calls pressure on chipmaker and AI stocks a warning shot.
Danial discusses investing in Meta favorably.
High oil and gas prices are very negative for housing affordability and the housing market.
Hogan notes tech is holding strong as the second best performer amid geopolitical tensions.
Bitcoin continues to outperform despite the recent dip and retains safe-haven status
Evercore analyst Mark Mahaney initiates/assigns Uber an 'Outperform' rating with a $150 price target, citing robo-taxi rollout deals.
Nvidia's trillion-dollar AI demand outlook and a critical memory shortage will fuel the next phase of the tech boom, implying upside for Nvidia.
Nancy Tengler sees upside potential in Goldman Sachs stock, driven by a quick resolution to the Iranian conflict.
Uncertainty about the war in Iran may drive markets down even more.
Thomas Hayes says 'this event is over' — oil prices settle and markets stabilize once ships pass through the Strait of Hormuz.
Ray Wang says don't sell the Mag 7 — they are a buy now, with Broadcom's phenomenal quarter a strong buy signal.
Broadcom's 'phenomenal' quarter is a bullish signal for the stock and the broader tech complex.
Skyler Weinand makes a bullish, recession-proof case for Ross Stores as his retail sector pick.
UBS sees upside in US oil stocks.
Chris Brigati names ASML his top pick, arguing its monopoly position makes it a buy.
Max Baecker is bullish on gold, calling for a 'banner year' as the safe-haven metal continues its price surge.
Kyle Bass says oil prices can spike significantly higher amid escalating Middle East tensions
Jeff Sica argues stocks will quickly rebound from the selloff
Louis Navellier urges investors to buy the gold miners as inflation heats up
Panelist says tech will not be the market leader in 2026 (underperformance call)