8 Stocks for Offense AND Defense

AI EATS WALL ST.

AI isn't just writing emails anymore. It's coming for Wall Street. A new generation of AI agents is starting to do the actual work that armies of bankers and analysts get paid for — building financial models, writing pitch decks, screening compliance, reviewing earnings. Anthropic just launched ten AI agents built for financial services, with JPMorgan, Goldman Sachs, Citigroup, and Visa already on board. We break down what's changing, whose jobs are at risk, and the winners and losers across the banks and the software companies that serve them. Chapters: 0:00 Intro 0:30 Chapter 1 - What's actually changing? 1:13 Section 2 - Why Wall Street? 2:09 Section 3 - Are the jobs really at risk? 3:07 Section 4 - Which firms are at risk? 3:53 Section 5 - Who are the losers? 4:35 Section 6 - A pattern we've seen before... 5:55 Section 7 - How to think about it? Subscribe to stay on top of the companies, innovations, and opportunities shaping a world where AI is exploding. Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #ai #wallstreet #investing Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

Dan Ives' AI Lineup: 9 Stocks, Batting 1 through 9

Is it too late to buy AI stocks? Definitely not, according to AI bull Dan Ives of Wedbush Securities. Dan is one of the most closely followed tech analysts on Wall Street. He just returned from a trip to Asia, which confirmed his view that we're still in the early innings of the AI revolution. Sticking with the baseball analogy, Dan shared 9 AI stocks that make his all-star lineup. As always, this is not financial advice. Chapters: 0:00 Intro 0:20 Is it too late to invest in AI stocks? 0:47 The AI boom...what inning is this? 1:00 Why are these still the early days of the AI revolution? 1:56 How do you pick AI stock winners? 2:52 Stock 1 - Microsoft (MSFT) 3:16 Stock 2 - Alphabet (GOOG) 3:44 Stock 3 - Palantir (PLTR) 4:10 Stock 4 - Nvidia (NVDA) 4:30 Stock 5 - Taiwan Semiconductor (TSM) 4:51 Stock 6 - CrowdStrike (CRWD) 5:11 Stock 7 - Palo Alto Networks (PANW) 5:37 Stock 8 - AMD (AMD) 6:04 Stock 9 - Tesla (TSLA) Our thanks to Dan Ives for joining us on Ticker Take! Learn more about Dan here: https://www.wedbush.com/analysts/daniel-ives/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #ai Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

8 Stocks for Offense AND Defense

JOIN US AT THE NYSE: How do you build a balanced portfolio that works regardless of whether the market is up or down? Today, we’ll tell you about a “barbell” investing approach that investor Jay Hatfield uses. It includes a mix of "high beta" and "low beta" stocks -- 8 names in total! As always, this is not financial advice. Chapters: 0:00 Intro 0:23 Understanding "beta" in the stock market. 1:22 The benefits of a barbell investing approach. 2:05 How do you pick good "high beta" stocks? 3:02 How do you pick good "low beta" stocks? 4:19 Stock 1 - Citizens Financial Group (CFG) - high beta 5:32 Stock 2 - Bank of America (BAC) - high beta 6:20 Stock 3 - Amazon (AMZN) - high beta 7:49 Stock 4 - Marvell Technology (MRVL) - high beta 9:17 Stock 5 - KKR (KKR) - high beta 10:44 Stock 6 - Energy Transfer (ET) - low beta 12:26 Stock 7 - Cheniere Energy (LNG) - low beta 13:32 Stock 8 - Lockheed Martin (LMT) - low beta Our thanks to Jay Hatfield for joining us on Ticker Take! Learn more about Jay here: https://www.infracapfunds.com/leadership If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

4 Mispriced Stocks

What are 4 mispriced stocks? We asked successful investor Liz Miller. Liz doesn’t think of herself as a stock picker. Instead, she focuses on positive economic trends and searches for stocks that are out of sync with with those trends. The idea is that if there’s a lot of wind behind an idea, BUT the market hasn’t caught up, that becomes an opportunity for investors. As always, this is not financial advice. Chapters: 0:00 Intro 0:19 What are "mispriced" stocks? 0:49 Why macro trends helps identify stock opportunities. 2:12 How to find good stocks that match those trends. 3:36 Stock 1 - Toll Brothers (TOL) 5:07 Stock 2 - Lennar (LEN) 6:06 Stock 3 - Microsoft (MSFT) 7:43 Stock 4 - Netflix (NFLX) Our thanks to Liz Miller for joining us on Ticker Take! You can learn more about Liz here: https://summitplacefinancial.com/our-team/liz-miller-cfa-cfp/ If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]

5 Software Stocks AI Can't Replace

Software was supposed to eat the world. Now, investors are asking if AI is going to eat software. But not all software stocks are the same. Fatima Boolani, co-head of U.S. software research at Citi, told us about 5 companies she believes are best set up to win in the AI era — and why they have everything to do with plumbing! As always, this is not financial advice. Chapters: 0:00 Intro 0:21 What's happening to software stocks in AI era? 0:49 Why "plumbing" companies will win in software. 2:10 How to pick a winning software stock. 5:02 Stock 1 - Palo Alto Networks (PANW) 7:09 Stock 2 - CrowdStrike (CRWD) 8:54 Stock 3 - Datadog (DDOG) 11:30 Stock 4 - Rubrik (RBRK) 14:22 Stock 5 - Cloudflare (NET) Our thanks to Fatima Boolani for joining us on Ticker Take! If you're just discovering us, subscribe so you don’t miss our next investing video! Exec Producer/Co-Host: Caroline Lesley - https://www.instagram.com/caroline.lesley/ You can also find more of our content here: ● Free investing newsletter: https://jonerlichman.substack.com/ ● Our Behind-The-Scenes newsletter: https://carolinelesley.substack.com/p/the-take-down ● TikTok - https://www.tiktok.com/@jonerlichman?lang=en ● Instagram - https://www.instagram.com/jonerlichman/?hl=en ● X - https://x.com/JonErlichman ● Apple Podcasts - https://podcasts.apple.com/us/podcast/ticker-take/id1832785387 ● Spotify - https://open.spotify.com/show/2xrbo2v18T7jYr9DSZ3GUf ● Website - https://www.tickertakeonline.com/ About me: I’ve covered the stock market for more than 25 years and worked at places like Bloomberg and Fortune. I launched my YouTube channel to share with you the investing insights I've had access to! Why Ticker Take? Well, there are thousands of stocks. They all have different TICKER symbols. We explore lots of them and talk to experts…getting their…ticker take! #stocks #investing #technology Learn more about your ad choices. Visit megaphone.fm/adchoices [https://megaphone.fm/adchoices]