AI Podcast Series Episode #2 | AI & Healthcare

Market Beat | Episode # 10

In episode 10 of Market Beat by Argus Research, host Caroline Wygal and the Argus team examine whether the market's recent rally is running out of steam. Caroline covers active stocks including FedEx, Alphabet's upcoming addition to the Dow, and a rough debut for Cerebras Systems as a public company. The Market Buzz digs into a disappointing new home sales report and what a new housing bill passed by Congress could mean for buyers. Analyst Quick Takes highlight raised targets and positive outlooks on Rockwell Automation, Smurfit Westrock, and Elanco Animal Health. The Deeper Dive breaks down the technical picture behind stalled market momentum, with roughly half of stocks sitting above and below key trendlines and a bearish pattern of lower highs and lower lows across short, intermediate, and long-term moving averages. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #9

In episode 9 of Market Beat by Argus Research, host Caroline Wygal and the Argus team pay tribute to former Federal Reserve Chairman Alan Greenspan, who passed away at age 100. Caroline breaks down what to expect from Thursday's PCE inflation report, with Argus forecasting a slight uptick to 4.0% on the headline number driven by Iran war energy fallout. Active stocks include a Merger Monday biotech deal as AbbVie targets Apogee Therapeutics, and a continued cooldown in SpaceX shares post-IPO. Analyst Quick Takes cover International Paper, Delta Air Lines, and Accenture, which has fallen more than 50% year to date amid AI disruption fears. The Deeper Dive reflects on Greenspan's legacy and what lessons the new Fed Chair Kevin Warsh may draw from his tenure. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #8

In episode 8 of Market Beat by Argus Research, host Caroline Wygal and the Argus team cover the Fed's first meeting under new Chairman Kevin Warsh, who held rates steady at 3.5%-3.75% and launched five new task forces signaling a potential shift in how the Fed communicates and operates. Caroline also breaks down active stocks including Intel, Micron, and Accenture, and what rising oil prices and inflation expectations mean for the rate outlook. Analyst Quick Takes include an upgrade on Integra LifeSciences and raised price targets on Jabil and Ulta Beauty. The episode wraps with a Deeper Dive on the U.S. Treasury yield curve, what its recent flattening means for growth, and why Argus no longer expects a rate cut in 2026. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode # 7

In episode of Market Beat by Argus Research, host Caroline Wygal and the Argus team break down the market action for June 10, 2026. Animal spirits are back on Wall Street, with the S&P 500 up 27% from its late-March lows following the SpaceX IPO and progress on the Iran conflict. Caroline covers active stocks including Intel, Applied Materials, and CarMax, then dives into a stronger-than-expected retail sales report. Analyst Quick Takes highlight raised price targets on Host Hotels, Teva Pharmaceutical, and Robinhood Markets. The episode closes with a Deeper Dive on the upcoming midterm elections, historical S&P 500 patterns in midterm years, and what a potential shift in congressional control could mean for markets heading into year-end. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #6

In episode of Market Beat by Argus Research, host Caroline Wygal covers the top market stories for Tuesday, June 10, 2026. The episode opens with Morning Market Movers, highlighting strength in data storage names like Western Digital and Seagate, gains in airlines including American and Southwest, a workforce cut announcement from Robinhood, and SpaceX surpassing Amazon in market cap. From there, Caroline walks through the Market Buzz, including Argus Chief Economist Chris Graja's Economic Call of the Week: a forecast for May Retail Sales to rise 5.5% year over year (6.0% ex. autos), ahead of tomorrow's report. She also covers a mixed session on Wall Street as investors await the Federal Reserve meeting, with new Fed Chair Kevin Warsh set to hold his debut press conference Wednesday. Quick Takes from the Argus analyst team feature BUY ratings on Canadian Pacific Kansas City (CP), Monster Beverage (MNST), and Hilton Worldwide (HLT). The Deeper Dive centers on two key forecast changes from Argus. First, the team now expects the Fed to hold rates steady through 2026, pushing a previously anticipated 25-basis-point cut to 2027, citing persistently high CPI and low unemployment. Second, Argus is raising its 2026 GDP growth forecast to 2.3%, its 2Q26 estimate to 2.5%, and its 2027 outlook to 2.4%, driven by stronger Gross Domestic Investment, particularly in AI. For full research and information about Argus subscriptions and to sign up for our Second Half Outlook Webinar live 11ET July 1st, please visit www. argusresearch.com.