Investing Experts

The market's sharp sell-off, AI valuations, data-center investment, and ways to approach volatility. Julia Ostian, Kenio Fontes, and Jack Bowman compare views on hyperscalers, chipmakers, utilities, speculative power plays, and ETFs, while weighing political and infrastructure risks against long-term opportunity.

Show Notes:
Being Picky With Stocks More Important Than Ever
ETF Portfolio Mechanics

Episode transcripts

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Main Street Alpha's Leo Nelissen discusses how the midterm elections might reshape market expectations and why AI data center investment will remain a major growth driver. Highlighting opportunities in infrastructure, energy, industrials and hyperscalers while remaining cautious on semiconductor stocks. 

Episode transcripts

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Raul Shah explains how value investing can help investors navigate volatile markets, highlighting opportunities in Hims & Hers, ServiceNow, and UnitedHealth. 2 tax-efficient charitable giving strategies: donor-advised funds and qualified charitable distributions. He also discusses eligibility, tax benefits, limitations, and common pitfalls.

Show Notes
Hims & Hers Health: The Lollapalooza Effect Of GLP-1s
ServiceNow: The Shift From Seats To 'Assists' Uncaps Exponential Growth
UnitedHealth Group: Operating Leverage Should Continue Sending The Stock Higher

Episode transcripts

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Sara Awad from Tech Contrarians answers if this is a dip worth buying (0:40) Will tech earnings act as a trick or a treat? (5:00) Tesla's capex cut last week (9:25) Micron (and memory) story has broken (16:20) Intel earnings preview (30:45) Anthropic over OpenAI (34:15)

Show Notes
What Will Micron's Gross Margin Guide Be?

Episode transcripts

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Chris Ciaccia talks market sell-off, mixed earnings reports, and AI spending (1:15) Tesla capex and political concerns, SpaceX timelines (2:50) Lam Research bottleneck guidance (5:15)

Episode transcripts

For full access to analyst ratings, stock and ETF quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions