Street Talk

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.

Recorded: October 28, 2026

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

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The S&P 500 could surge to 9,000 by early 2027, and Key Advisors Wealth Management CEO Eddie Ghabour warns this is not the time to take chips off the table. As tech sets up for a November “coiled spring,” he breaks down his immediate playbook for deploying cash and the exact 5 stocks on his buy list today including names like Micron and CrowdStrike.

Recorded: October 28, 2026

00:00 Introduction
00:10 The Fed’s Biggest Threat to the Bull Market
01:53 Fed Rate Hikes: Nasdaq and S&P 500 Risk
03:03 Bond Market Warning Signs
03:35 How To Track Bond Market Risk
04:34 S&P 500 to 9,000: Bull Market Upside Scenario
06:01 Oil Prices, Inflation and Interest Rates
06:17 December Fed Rate Hike Odds and Market Outlook
07:35 Fed Chair Warsh’s Rate Hike Signals and Buying the Dip
08:14 Best Tech Stocks to Buy: Micron (MU) and Semiconductor Stocks
09:21 Cybersecurity Stocks: Why AI Is Driving Demand
10:16 Best Cybersecurity Investments: BUG ETF vs. CrowdStrike (CRWD)
11:12 Eli Lilly (LLY): A Defensive AI Stock Pick
11:55 Best Software Stocks to Buy: Microsoft (MSFT), Palantir (PLTR) and IGV ETF
12:36 Oracle (ORCL) and Software Stocks to Avoid
13:19 Best Investments Beyond AI: Gold, Housing and Utilities
14:36 Should Investors Take Profits Before a Potential Market Sell-Off?
15:27 Defensive Portfolio Strategy: Cash, Gold, Utilities and Healthcare
16:33 AI Bubble Risks and the Next Market Correction
17:08 Neocloud Stocks: Why Eddie Ghabour Is Staying Away
17:25 Where to Invest Cash During Tech Market Volatility
20:02 Rapid-Fire: This or That 

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In this episode of ETF Spotlight, Baron Capital’s Ashim Mehra breaks down the Baron Technology ETF ($BCTK) and why he’s buying semiconductor stocks he says have been “unfairly beaten up,” including Micron ($MU), Nvidia ($NVDA), and SiTime ($SITM). He also covers AI stocks to buy now, Spotify ($SPOT) as an AI application play, Bloom Energy ($BE), neocloud risks, the Anthropic IPO, and how $BCTK stacks up against the Nasdaq 100.

00:00 Introduction
00:09 Finding the Next AI Winners: Big Tech vs. Emerging Stocks
00:47 AI Infrastructure vs. AI Applications: NVDA and Beyond
01:50 Baron Technology ETF (BCTK): Buying the AI Stock Pullback
02:53 Undervalued AI Stocks: Nvidia (NVDA), Micron (MU) and SiTime (SITM)
04:09 Spotify (SPOT): A Top Technology Stock Holding
06:27 Spotify (SPOT) Stock Outlook and Growth Potential
06:54 Why BCTK Avoids Neocloud Stocks
08:06 Neocloud Debt Risks and AI Investment Opportunities
09:44 Technology Stocks Baron Capital Is Avoiding
10:51 Anthropic and OpenAI IPO Investment Outlook
11:31 Biggest Risks Facing AI Stocks
13:38 AI Power Stocks: Bloom Energy (BE), Lumentum (LITE) and Coherent (COHR)
15:22 The Next Nvidia (NVDA): AI Application Stocks With Growth Potential
17:48 Baron Technology ETF (BCTK) vs. Nasdaq 100 (NDX)
21:17 Rapid-Fire: This or That

Recorded: October 26, 2026

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George Seay of Annandale Capital says the market is “tired” and earnings will decide whether stocks can rally into year-end. He shares the AI and energy stocks he likes, including Micron ($MU), Microsoft ($MSFT) and Antero Resources ($AR), and how he’d split new cash today.

00:00 Introduction
00:10 AI Stocks, Anthropic’s IPO and the Market Outlook
01:06 What Will Re-Energize The Market?
02:34 Big Tech Earnings, Stock Sell-Offs and Buying Opportunities
03:57 Top AI Stocks: $MU, $NVDA, $MSFT, $GOOGL and $ORCL
05:21 Best AI Stock Pick: Microsoft ($MSFT)
05:41 Amazon ($AMZN) and Apple ($AAPL) Valuations
06:03 Case For Buying Oracle ($ORCL)
06:27 AI Cloud Stocks and the Risks of Excessive Debt
07:08 AI Stocks to Sell and High-Conviction Picks
07:42 Energy Stocks, Oil Prices and the AI Investment Boom
09:39 Energy Stocks as an AI Hedge and Data Center Play
10:51 Top Natural Gas Stocks for Growth
12:14 Energy Stocks: Remaining Upside After a Strong Rally
14:17 Oil at $150 and Gas at $6: Economic Risks
15:18 Housing Stocks and the Outlook for Fed Rate Cuts
16:50 Streaming Stocks: Disney ($DIS), Netflix ($NFLX) and Skydance ($SKYD)
18:18 Portfolio Allocation: AI, Energy, Housing and Streaming
19:04 Rapid-Fire: This or That

Recorded: October 26, 2026

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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.

As copper wiring hits physical limits in AI data centers, Tema ETFs CIO Yuri Khodjamarian explains why photonics and optical networking represent the next trillion dollar infrastructure bottleneck. He also breaks down how his fund $LAZR provides rare pre-IPO exposure to Anthropic, why photonics technology is positioned to outpace traditional chip makers, and how retail investors can capitalize on this massive shift to light-speed computing.

00:00 Introduction
00:15 Photonics: The Next Frontier of AI Infrastructure
01:33 Inside the $LAZR ETF Portfolio
03:02 Anthropic’s Role in the Photonics ETF
04:15 Why Anthropic Over OpenAI
05:18 Anthropic’s Pre-IPO Exposure and ETF Strategy
06:24 Photonics vs. Nvidia and Broadcom: AI Investment Opportunities
10:03 Photonics Growth Drivers and the Next Wave of Demand
11:26 AI Infrastructure Valuations and the Photonics Opportunity
13:25 The Best AI Investment Opportunities in Today’s Market
16:15 Rapid-Fire: This or That

Recorded: October 13, 2026

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