Election Year Bets on Tech Stocks, Semis, and AI’s Next Steps

Yesterday, we talked market trends, AI hype, and where the real opportunities lie. I sat down with JC Parets, Phil Pearlman, and Michael Parekh to break down September’s market madness. Here’s what we covered:

• Why September’s market was as unpredictable as ever

• How the bull market kept broadening, with sectors doing their usual musical chairs routine

• The latest on AI’s shake-up of everything from healthcare to robotics, and which countries are leading the race

• The case for tech stocks continuing their run and why they’re still dominating

• In our “Trends with No Friends” segment, Riley dug up an under-the-radar stock pick that could be worth a closer look

• And, of course, we couldn’t resist throwing in some football talk and predictions that may or may not age well

Here are the charts from this week

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Skip Ahead (because who’s got time?)

(00:00) Introduction and September market overview
(04:16) AI’s impact on semiconductors and data centers
(12:20) The potential of AI in healthcare and robotics
(20:09) Global competition in AI and technology
(27:24) Monthly charts with JC
(35:50) NYSE and DJ Industrial Average hitting new ATH’s
(36:55) Continued strength in technology stocks
(39:55) Is Nvidia the greatest stock of all time?
(42:20) Myopic loss aversion 
(46:00) Global stock market review
(49:13) Trends with No Friends: Lamar Advertising (LAMR)
(56:27) NFL predictions and closing thoughts