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Longbow Asset Management CEO Jake Dollarhide says markets are undergoing a leadership shift, with healthcare and industrials gaining momentum as the Mag 7 lose steam. He also discusses Samsung's earnings-driven “sell the news” reaction, what it could mean for SK Hynix's IPO, and why stocks can continue moving higher even without big tech leading the rally.
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Eric Beiley sees market leadership shifting in the second half of 2026, with financials poised to outperform as semiconductors remain under pressure. He highlights opportunities in select Mag 7 stocks, the strength of value and small-cap stocks, and the resilience of the U.S. economy.
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Diane King Hall talks about Erste Group’s upgrade on Meta Platforms (META) as the firm sees promise in the Mag 7 giant's CapEx plans. Bank of America is reinstating Shopify (SHOP) with a buy rating and a $150 price target. Diane also mentions reports of Fiserv (FISV) looking to sell its payments infrastructure business.
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Rob Thummel explains why AI’s growing power needs are creating opportunities in natural gas and infrastructure. He highlights rising demand from data centers, the bullish outlook for natural gas prices, and the critical role of water and energy infrastructure in supporting AI growth.
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Samsung's projected revenue slightly missed expectations, but as Kevin Hincks points out, guidance came in way above expectations and year-over-year growth shows phenomenal traction. The stock still slid and brought a lot of U.S. tech down with it. It's no secret AI memory is here to stay, says Kevin, the problem lies in how far stocks like Samsung, Micron (MU), SanDisk (SNDK) and others can rally. He turns to the macro front by talking about a report that Iran has fired on commercial ships in the Strait of Hormuz.
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Shares of Reddit (RDDT) recently caught bullish traction as a quiet outperformer in the social media space. Rick Ducat analyzes the recent price action and key levels to watch following a recent price target hike at Wells Fargo. He also offers an example options trade for Reddit.
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Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
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The best AI competitors will have the best customer experience more than anything else, argues Puneet Mehta. He says businesses need to create an entire system around their AI product to ensure consumer happiness draws more future customers in. Puneet explains the growth behind AI ecosystems and how businesses starting to assemble their own can create new opportunity through the tech.
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McGraw Hill (MH) CEO Philip Moyer offers insight into how he sees AI affecting the education industry. "There is so much proof today that you need a variety of technology" to teach in the modern age, says Philip, though he says evolving tech can never replace a teacher. He explains how his company is combining AI with societal learning techniques to help students and educators.
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"Investors have been strolling down the aisle " when it comes to window shopping for shares of Shopify (SHOP), says Ben Watson of Charles Schwab. He points to a recent push higher in the stock as a sign bulls are taking back control of shares. Ben uses the 20-day and one-year charts to highlight key support and resistance trends traders need to watch.
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Futures signaled a down open about an hour ahead of the opening bell. Tom White points to Samsung's earnings as a main culprit. The memory chipmaker beat and significantly raised guidance estimates, though shares fell due to not meeting an impressively high bar. More military operations in the Strait of Hormuz also gave global trade a black eye, says Tom White. It all comes as SpaceX (SPCX) begins trading in the Nasdaq-100 (NDX) at the start of Tuesday's session.
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