Street Talk

TheStreet
  • 5.0 (1)
  • Investing
  • Daily

Welcome to Street Talk with Caroline Woods, where inside our studio at The New York Stock Exchange, Caroline sits down with Wall Street’s top minds to break down the most talked-about companies, share expert stock picks, uncover under-the-radar opportunities, and put today’s market trends into context. Our mission is simple: to cut through the noise and translate complex market data into clear, actionable investing strategies, helping investors at every level stay confident and ahead of the market.

  1. 18 hr ago

    Tech Volatility Is a “Huge Opportunity” — What to Do Now

    In this episode of ETF Spotlight, Shelton Capital’s Jonathan Molchan explains why tech volatility is a “huge opportunity” for investors and how the STF Tactical Growth and Income ETF (SEPQ) targets monthly cash flow while keeping long-term growth intact. Recorded: November 10, 2026 00:00 Introduction00:13 Tech Stock Volatility: What Should Investors Do?00:58 How SEPQ Uses Stocks and Options to Generate Monthly Income03:01 SEPQ’s Current Allocation: Stocks, Cash and Bonds04:48 SEPQ vs. the Nasdaq 100: What’s the Difference?06:28 SEPQ’s Downside Protection and Upside Potential07:27 The Trade-Off Behind SEPQ’s 10% Yield08:37 How SEPQ Removes Market Timing for Investors09:21 Market Outlook: AI, Inflation and the Risk of More Volatility12:37 Is Inflation the Biggest Risk to the Bull Market?12:46 Can AI Growth Offset a Weakening Consumer?13:45 Best Investing Advice for Retail Investors Right Now16:10 Is Nvidia (NVDA) a Buying Opportunity or a Warning Sign?17:35 Is Tech Cheap After the Recent Selloff?18:02 SEPQ vs. CP: Which ETF Complements an S&P 500 Portfolio?19:46 Rapid-Fire: This or That Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  2. 1 day ago

    Don’t Buy Nvidia Yet: 4 Stocks to Buy Instead

    Nvidia may be 30% off its highs and trading below $170, but rushing in to buy the dip could land you right in a value trap. Hudson Value Partners’ Christopher Davis breaks down why you should hold your fire on Nvidia—and reveals the 4 resilient stocks retail investors should buy aggressively instead. Recorded: November 10, 2026 00:00 Introduction 00:09 Is the Stock Market Rally Already Fading? 00:48 Inflation and Interest Rates: Where Should Stocks Go From Here? 02:28 Can the S&P 500 Keep Rising Despite Another Fed Rate Hike? 03:12 Is It Too Soon to Buy Tech Stocks After the AI Selloff? 04:37 Which AI and Tech Stocks Should Investors Buy or Sell? 05:36 Is Nvidia (NVDA) a Value Stock or a Value Trap? 06:46 Is Nvidia Below $170 a Buying Opportunity? 06:51 Best Tech Stocks to Buy: Alphabet (GOOGL), ASML, Arm and Microsoft (MSFT) 10:44 Could Nvidia’s (NVDA) Decline Drag Down the Entire AI Trade? 12:06 How S&P 500 Investors Can Reduce AI and Tech Exposure 12:50 Sony (SONY): Why This AI Beneficiary Is Undervalued 15:22 Green Brick Partners (GRBK): Why Buy Homebuilders Now? 17:02 Marzetti (MZTI): Buying Opportunity or Value Trap? 19:19 ESAB: The Industrial Stock Benefiting From Global Rebuilding 20:47 Which of These Four Stocks Is the Best Buy? 20:54 How Much Should Retail Investors Hold in Tech and International Stocks? 21:57 How to Diversify Across Healthcare, Industrials and Other Sectors 23:04 Which Stocks and Sectors Should Investors Avoid? 23:51 Should Investors Keep Buying Stocks During Market Volatility? 24:43 How to Diversify an S&P 500 Portfolio 25:39 Rapid-Fire: This or That Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  3. 5 days ago

    “Buy The Pullback”: Where To Put Money To Work Right Now

    After a brutal selloff in tech and AI, should you buy the dip or sit in cash? Nomura’s Chief Investment Strategist Andy Goldberg breaks down why this drop is a classic market overreaction, why you should “stay invested,” the biggest mistake retail investors must avoid, and the exact sectors to rotate into right now. Recorded: November 6, 2026 00:00 Introduction00:17 Buying the AI Stock Selloff: Opportunity or Warning Sign?02:00 Was the Stock Market Selloff an Overreaction?03:26 Is This a Repeat of the Liberation Day Selloff? Why Dip Buyers Are Returning04:41 Should Investors Buy the Dip in AI Stocks?05:36 How to Choose AI Stocks: Finding Winners and Avoiding Risk06:01 Data Center Restrictions: What They Mean for AI Stocks07:05 Semiconductor Stocks: Why Chip Shortages Could Create Opportunities08:25 AI Data Center Spending: Is the CapEx Boom Peaking Sooner?10:41 Stock Market Outlook: How to Position Your Portfolio After the Selloff13:19 Software vs. Semiconductor Stocks: Where Should Investors Look?14:41 Should Investors Avoid Software Stocks?16:20 Are the Magnificent Seven Stocks Still Buys?17:59 Best Tech Stocks to Buy Beyond the Magnificent Seven: Cybersecurity19:25 Why Investors Should Diversify Beyond the S&P 50021:18 Building a Durable Portfolio: How Much Should You Invest in Tech?22:11 Best Sectors to Buy for Portfolio Diversification23:40 International Stocks and Dividend Opportunities: Europe, Japan and Emerging Markets25:27 Best Sectors to Add to a Diversified Portfolio: Defense and Healthcare26:31 REITs and Utilities: Are Interest Rate Cuts Creating Opportunities?27:27 Municipal Bonds and Private Credit: Alternatives to Stocks28:03 Which Stocks and Sectors Should Investors Avoid?28:35 Biggest Mistakes Retail Investors Make After a Market Selloff29:26 Rapid-Fire: This or That Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  4. 6 days ago

    Tech Is Cheap Again — Stocks To Buy Now

    Tech is now the market’s cheapest trade relative to growth. Main Street Research CIO James Demmert shares his exact playbook for semiconductors, deploying cash into this dip, and positioning for a year-end S&P 8,100 melt-up. Recorded: November 4, 2026 00:00 Introduction 00:06 S&P 500 Forecast: Can Stocks Reach 8,100 by Year-End? 01:18 What Could Derail the Stock Market Rally? 01:37 Midterm Election Rally: Can Positive Sentiment Continue? 02:14 What Would Make James Demmert Abandon His S&P 8,100 Target? 02:41 Why Strong Big Tech Earnings Aren't Lifting Stock Prices 03:53 Magnificent Seven Stocks: Which Are the Best Buys Right Now? 04:41 Alphabet (GOOGL) vs. Amazon (AMZN) vs. Nvidia (NVDA): Which Stock Looks Most Attractive? 05:06 Where Does Apple (AAPL) Rank Among the Magnificent Seven? 05:36 Best AI Stocks to Buy: Where to Invest New Money 06:26 Best Semiconductor Stocks Beyond Nvidia (NVDA): AMD (AMD), TSMC (TSM) and ASML (ASML) 06:59 Biggest Risk to AI Stocks: Data Center and Electrification Concerns 07:34 Data Center Slowdown: Which AI Stocks Could Be Hurt? 08:15 Will Congress Support More AI Data Center Construction? 09:01 CoreWeave (CRWV) Stock: Opportunity or Trap? 09:30 SpaceX: Is It a Good Investment? 09:42 Best Stocks to Buy Beyond Big Tech: Healthcare, Energy and Financials 10:46 Healthcare Stocks: Is It Too Late to Buy at Record Highs? 11:10 Best Healthcare Stocks to Buy on a Pullback 11:34 Best Energy Stocks to Buy: Valero (VLO) and Chevron (CVX) 11:43 International Stocks to Buy: Hitachi (HTHIY) and Royal Bank of Canada (RY) 12:35 Fed Rate Hike: Can the S&P 500 Still Reach 8,100? 13:31 S&P 500 Forecast 2027: What Will Drive a Rally to 9,100? 14:13 Which Sectors Could Struggle in 2027? 14:48 Best Consumer Discretionary Stocks to Buy in 2027 15:35 Will the Stock Market Rally Broaden Beyond Big Tech? 16:12 How Retail Investors Should Build a Portfolio for 2027 17:09 How Much of a Portfolio Should Be Invested in Tech? 17:45 Oil Price Outlook: When Should Investors Sell Energy Stocks? 18:40 Best Advice for Investors: How to Navigate the AI Trade and 2027 Market 19:27 Are Healthcare Stocks Still a Good Buy Near All-Time Highs? 19:45 Nike (NKE) and Lululemon (LULU): Are Beaten-Down Retail Stocks Worth Buying? 20:34 Rapid-Fire: This or That Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  5. 4 Nov

    Post-Election Rally: Stocks To Buy Even At Highs

    The Dow is surging 1500 points post midterm elections, but Gus Scacco of Advisors Capital says investors shouldn’t fear buying stocks near their highs. He breaks down why the S&P 500 has another 5% to 7% upside into year-end and reveals the high-flying stocks that are still bargains now. Recorded: November 4, 2026 00:00 Introduction 00:08 Election Results and the Stock Market: What Changes for Investors? 00:53 Best Sectors to Buy Under a Divided Government 01:49 AI Stocks and Data Centers: How the Election Could Impact Tech 02:38 Best AI-Adjacent Stocks: Opportunities Beyond Big Tech 03:14 eBay (EBAY) Stock: Why It's Still a Buy After a 35% Rally 04:23 eBay vs. Amazon (AMZN): Where eBay Has a Competitive Advantage 05:10 Thermo Fisher (TMO) Stock: Why It's a Healthcare Pick to Buy 06:03 Thermo Fisher vs. Eli Lilly (LLY): Which Healthcare Stock Is a Better Buy? 06:50 Deere (DE) Stock: Is It Still a Buy After a 40% Rally? 08:01 The Best AI Investments: Companies Using AI to Boost Profits 08:53 Software Stocks: Which Companies Are Most at Risk From AI? 09:52 Where to Find Undervalued Stocks: Union Pacific (UNP) 10:52 Best Tech Stocks to Buy: Microsoft (MSFT), Oracle (ORCL) and More 12:04 Micron, SanDisk and Oracle: Which Stocks Are Worth Buying After the Pullback? 12:47 Nasdaq Outlook: Is the Tech Stock Selloff Over? 13:20 Magnificent Seven Stocks: Should Investors Take Profits? 13:57 Which Stocks Should Investors Sell or Trim? 14:35 Stocks to Watch: Companies Benefiting From AI and Productivity Gains 15:25 How Retail Investors Can Navigate a Broader Stock Market Rally 16:01 S&P 500 Concentration Risk: How Much Big Tech Exposure Is Too Much? 16:20 Equal-Weight vs. Market-Cap-Weighted S&P 500: Which Is Better? 16:30 Best Stocks and Sectors to Buy Beyond Big Tech 17:34 Best Financial Stocks to Buy: Morgan Stanley (MS) 18:05 Consumer Discretionary Stocks: How to Find the Winners 19:17 Best Stocks to Buy Heading Into 2027 19:49 Which Stocks to Avoid: Companies With Too Much Debt 20:04 Rapid-Fire: This or That Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  6. 3 Nov

    Tech in a “Needed Reset:” 5 Sectors to Own Right Now

    Charles Schwab’s Kevin Gordon explains why tech is undergoing a “needed reset” and why an equal-weighted approach makes sense. He breaks down the four sectors to watch today and where he sees the market’s biggest value heading into 2027. Recorded: November 3, 2026 00:00 Introduction 00:06 AI Trade Outlook: Is the Tech Selloff a Buying Opportunity? 01:45 Big Tech Rotation: Healthy Reset or Shift Away From Technology? 02:59 Best Stocks to Buy During the Tech Selloff 04:10 How to Identify High-Quality Stocks: Interest Coverage and Cash Flow 05:11 S&P 500 Rally: Why the Bull Market Doesn't Feel Strong 06:48 Is the Stock Market in a Bear Market Beneath the Surface? 08:13 Where Will the S&P 500 Find Its Next Market Leaders? 09:01 Should Retail Investors Look Beyond the S&P 500? 10:07 Best Sectors to Buy: Energy, Financials, Industrials and Healthcare 11:55 How Much Tech Should Investors Own in a Diversified Portfolio? 13:03 Stock Market Outlook: Can the Rally Continue? 13:39 Is It Too Late to Invest in Energy and Other Leading Sectors? 15:20 How Investors Should Adapt to Bigger Market Swings 16:13 Biggest Risk to the Stock Market: AI Spending and Business Investment 17:42 Consumer Stocks: Why Kevin Gordon Is Cautious on Discretionary and Staples 19:05 Midterm Elections: What Investors Should Watch in the Market 20:32 S&P 500 Forecast: Can Stocks Finish the Year Higher? 21:12 Do Big Tech Fundamentals Justify Another Rally? 22:13 Rapid-Fire: This or That Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  7. 2 Nov

    Dan Ives: AI Sell-Off is a “Gut-Check” – 5 Tech Stocks to Buy Now

    Dan Ives: AI Sell-Off is a “Gut-Check” – 5 Tech Stocks to Buy NowTech stocks are reeling from earnings volatility, but Dan Ives warns retail investors that now is not the time to panic. Ives explains where the market is heading next and reveals exactly which three AI stocks to buy on the dip right now—as well as which vulnerable tech stocks investors should stay away from. 00:00 Introduction00:09 Tech Selloff: Is the Worst Over for AI Stocks?01:00 Big Tech Earnings: What the Results Reveal About the AI Trade01:52 Best Tech Stocks to Buy After the Selloff: GOOGL and ORCL02:41 Software Stocks at Risk From AI Disruption03:46 Salesforce and ServiceNow: The Software Stocks Positioned to Win04:52 Adobe's AI Risks and Competitive Position05:17 Chip Stocks vs. Software Stocks: Where the Biggest Upside Lies05:56 Best Software Stocks to Buy: CRM, NOW, PLTR and SNOW06:36 Oracle Stock Outlook: AI Ambitions, Debt and Business Risks07:42 CoreWeave and Nebius: The Neocloud Stocks Built to Survive08:33 IREN and the AI Data Center Spending Boom09:28 Apple Stock Outlook: AI Monetization, iPhone 18 and Services10:46 Apple's Siri Problem and the Next AI iPhone11:20 Apple vs. Nvidia: Which Is the Better AI Investment?12:02 Amazon Stock: Is the Post-Earnings Rally a Buying Opportunity?12:48 The Best-Positioned Hyperscalers: Microsoft, Google and Amazon13:10 Dan Ives' Top Three Tech Stocks to Buy13:42 Apple vs. Alphabet: Where AI Creates More Stock Value14:19 AI Stocks That May Be Overvalued After the Selloff14:55 Dell and SpaceX: New Additions to the AI 30 Winners List15:50 Tesla vs. SpaceX: The Better Stock Ahead of a Potential Merger16:26 AI Spending Risks: When Will Companies Deliver Returns?17:25 AI Demand Risks and the Companies Most Vulnerable to a Slowdown18:03 The Key Signs of AI Monetization Investors Should Watch in 202719:02 Dan Ives' Biggest AI Investing Risks and Long-Term Stock Picks22:39 Rapid-Fire: Dan Ives' Top AI Stock Picks Recorded: November 2, 2026 Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

  8. 30 Oct

    “Buy Chips on Dips”: Top Tech Stocks to Buy (And Which To Avoid) with Dryden Pence

    Is the tech selloff a warning sign or a massive buying opportunity? Pence Capital CIO Dryden Pence explains why you should be buying “chips on dips” and reveals the 6 AI and semiconductor stocks to scoop up right now—plus the stock to avoid. Recorded October 30, 2026 00:00 Introduction00:08 Why Dryden Pence Remains Bullish Despite Market Headwinds02:37 Tech Selloff: A Rotation or a Buying Opportunity?04:16 Earnings Growth vs. Stock Prices: The Disconnect in Tech05:04 Finding Opportunities in the Tech Selloff06:16 Amazon (AMZN) vs. Alphabet (GOOGL): Better Buying Opportunity07:38 Best Semiconductor Stocks: NVDA, AMD and AVGO08:29 Dryden Pence’s Outlook on Broadcom (AVGO) and Microsoft (MSFT)08:56 Software Stocks and AI’s Impact on Productivity09:48 AI Supply Chain Leaders: TSMC and ASML10:40 Energy and Healthcare Stocks: XOM, CVX and LLY13:02 Consumer Spending and Defensive Stock Opportunities15:22 Consumer Staples and Discretionary Stock Picks15:36 Luxury Stocks and the Shift Toward Value16:17 Portfolio Strategy for the Final Months of 202617:44 Holiday Shopping Trends and Retail Stock Opportunities18:11 S&P 500 Outlook: Earnings Growth and Year-End Gains19:25 Fed Rate Hikes and the Risk of a Market Correction20:35 Oil Prices, Inflation and the Federal Reserve21:53 Potential Risks to the Bullish Market Outlook22:20 Oil Prices and the Risk of Recession22:20 Oil Prices and the Risk of Recession23:37 Advice for Retail Investors During the Tech Selloff24:39 Rapid-Fire: This or That27:13 Big Tech Stocks for a Concentrated Portfolio Want more investing content? TheStreet Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.thestreet.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheSteet X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/TheStreet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/thestreet/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TheStreet Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/TheStreet/ ⁠⁠⁠⁠⁠⁠⁠⁠ Want to advertise? Send us an email at thestreetsocial@paradium.ai

See All (48)

About

Welcome to Street Talk with Caroline Woods, where inside our studio at The New York Stock Exchange, Caroline sits down with Wall Street’s top minds to break down the most talked-about companies, share expert stock picks, uncover under-the-radar opportunities, and put today’s market trends into context. Our mission is simple: to cut through the noise and translate complex market data into clear, actionable investing strategies, helping investors at every level stay confident and ahead of the market.

Information

  • Creator
    TheStreet
  • Years Active
    2026
  • Episodes
    48
  • Rating
    Clean
  • Copyright
    © TheStreet
  • Show Website
    Street Talk

You Might Also Like