Street Talk

TheStreet
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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. 1d ago

    “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

  2. 2d ago

    The Stocks S&P-Beating Investors Are Buying Now - with Steve Sosnick

    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 Introduction00:07 Investor Sentiment and the Biggest Trading Trends01:53 Are Investors Making Money on AI and Space Stock Trades?02:19 Space Stocks and SpaceX: Investment Risks and Market Hype03:28 Leveraged ETFs: Why SOXL Can Underperform Over Time04:55 AI Stock Concentration Risk in the S&P 500 and 401(k) Portfolios06:31 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 Tech15:35 S&P 500 Diversification: Equal-Weight Funds vs. Market-Cap Funds16:49 Value Stocks vs. Growth Stocks: Where Retail Investors Should Look18:14 Portfolio Allocation: How Much to Invest in Value vs. Growth19:25 Is the Stock Market Overdue for a 10% Correction?20:35 Stock Market Correction vs. Crash: How to Tell the Difference21:57 Small-Cap Stocks: Should Investors Avoid the Russell 2000?22:13 International Stocks: Opportunities and Risks in China, Japan and Europe23:15 Should Investors Buy Growth Stocks After a Market Correction?24:17 Stock Market Seasonality and the Santa Claus Rally25:39 Value vs. Growth Stocks: Which Performs Better in a Year-End Rally?25:56 Best Value Stocks to Buy: Industrials, Consumer Staples and Telecom27:16 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. 3d ago

    S&P 500 to 9,000? 5 Stocks to Buy Now - with Eddie Ghabour

    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 Introduction00:10 The Fed’s Biggest Threat to the Bull Market01:53 Fed Rate Hikes: Nasdaq and S&P 500 Risk03:03 Bond Market Warning Signs03:35 How To Track Bond Market Risk04:34 S&P 500 to 9,000: Bull Market Upside Scenario06:01 Oil Prices, Inflation and Interest Rates06:17 December Fed Rate Hike Odds and Market Outlook07:35 Fed Chair Warsh’s Rate Hike Signals and Buying the Dip08:14 Best Tech Stocks to Buy: Micron (MU) and Semiconductor Stocks09:21 Cybersecurity Stocks: Why AI Is Driving Demand10:16 Best Cybersecurity Investments: BUG ETF vs. CrowdStrike (CRWD)11:12 Eli Lilly (LLY): A Defensive AI Stock Pick11:55 Best Software Stocks to Buy: Microsoft (MSFT), Palantir (PLTR) and IGV ETF12:36 Oracle (ORCL) and Software Stocks to Avoid13:19 Best Investments Beyond AI: Gold, Housing and Utilities14:36 Should Investors Take Profits Before a Potential Market Sell-Off?15:27 Defensive Portfolio Strategy: Cash, Gold, Utilities and Healthcare16:33 AI Bubble Risks and the Next Market Correction17:08 Neocloud Stocks: Why Eddie Ghabour Is Staying Away17:25 Where to Invest Cash During Tech Market Volatility20:02 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. 4d ago

    AI Stocks ‘Unfairly Beaten Up’ — The Biggest Opportunities Right Now

    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 Introduction00:09 Finding the Next AI Winners: Big Tech vs. Emerging Stocks00:47 AI Infrastructure vs. AI Applications: NVDA and Beyond01:50 Baron Technology ETF (BCTK): Buying the AI Stock Pullback02:53 Undervalued AI Stocks: Nvidia (NVDA), Micron (MU) and SiTime (SITM)04:09 Spotify (SPOT): A Top Technology Stock Holding06:27 Spotify (SPOT) Stock Outlook and Growth Potential06:54 Why BCTK Avoids Neocloud Stocks08:06 Neocloud Debt Risks and AI Investment Opportunities09:44 Technology Stocks Baron Capital Is Avoiding10:51 Anthropic and OpenAI IPO Investment Outlook11:31 Biggest Risks Facing AI Stocks13:38 AI Power Stocks: Bloom Energy (BE), Lumentum (LITE) and Coherent (COHR)15:22 The Next Nvidia (NVDA): AI Application Stocks With Growth Potential17:48 Baron Technology ETF (BCTK) vs. Nasdaq 100 (NDX)21:17 Rapid-Fire: This or That Recorded: October 26, 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

  5. 5d ago

    Stocks Higher By Year-End: George Seay On Where To Deploy Cash Now

    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 Introduction00:10 AI Stocks, Anthropic’s IPO and the Market Outlook01:06 What Will Re-Energize The Market?02:34 Big Tech Earnings, Stock Sell-Offs and Buying Opportunities03:57 Top AI Stocks: $MU, $NVDA, $MSFT, $GOOGL and $ORCL05:21 Best AI Stock Pick: Microsoft ($MSFT)05:41 Amazon ($AMZN) and Apple ($AAPL) Valuations06:03 Case For Buying Oracle ($ORCL)06:27 AI Cloud Stocks and the Risks of Excessive Debt07:08 AI Stocks to Sell and High-Conviction Picks07:42 Energy Stocks, Oil Prices and the AI Investment Boom09:39 Energy Stocks as an AI Hedge and Data Center Play10:51 Top Natural Gas Stocks for Growth12:14 Energy Stocks: Remaining Upside After a Strong Rally14:17 Oil at $150 and Gas at $6: Economic Risks15:18 Housing Stocks and the Outlook for Fed Rate Cuts16:50 Streaming Stocks: Disney ($DIS), Netflix ($NFLX) and Skydance ($SKYD)18:18 Portfolio Allocation: AI, Energy, Housing and Streaming19:04 Rapid-Fire: This or That Recorded: October 26, 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

  6. Oct 23

    Too Much Tech? What to Buy Beyond AI Stocks

    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.

  7. Oct 21

    Bull Market Isn't Over: Sam Stovall's Top Sector to Own for 2027

    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.

  8. Oct 20

    80% of S&P 500 Stocks Are in Correction Territory. These 3 Are Still Buys

    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.

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Ratings & Reviews

4.7
out of 5
3 Ratings

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
    41
  • Rating
    Clean
  • Copyright
    © TheStreet
  • Show Website
    Street Talk

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