Ben Emons, Founder and CIO of Fed Watch Advisors, says the odds of a September hike are far higher than markets are pricing in — and breaks down what this could mean for your portfolio and where to invest now.

Andrew Graham of Jackson Square Capital explains where the biggest opportunities sit across tech, healthcare, and consumer stocks — and the oversold trigger he watches before putting cash to work.

Anastasia Amoroso says the AI trade is shifting away from chip stocks and reveals the overlooked areas — from hyperscalers to power and software — where she sees the strongest new opportunities for investors.

Recorded: August 25, 2026

CFRA Senior Vice President and Equity Analyst Angelo Zino breaks down where he sees opportunity in AI, what could derail the trade and which stocks he likes best. Plus, he weighs in on Nvidia ($NVDA), Salesforce ($CRM) and Marvell ($MRVL) ahead of earnings, the outlook for software, and the AI stock he’d be most nervous owning.

The S&P is already near Ahmed Riesgo’s 7800 target, and he says rising rates are the biggest risk to this market right now. He breaks down exactly where he’d take profits — and why he’s rotating money into bonds, healthcare, and equal‑weight exposure to stay ahead of the next move.

Dan Ives of Yorkville Ives & Company breaks down why he believes the AI trade is still in the early innings, what's driving the recent sell-off, and the key signals he's watching—including enterprise AI demand, Big Tech CapEx, cloud growth, and what could actually change his bullish outlook.