AI Podcast Series Episode #2 | AI & Healthcare

Market Beat | Episode #12

In episode 12 of Market Beat by Argus Research, host Caroline Wygal covers the markets for June 29, 2026, as last week's tech rout reverses course. The Nasdaq surges 2% to claw back some of its prior week's 5% loss, with Mag7 names including Alphabet, Amazon, Tesla, and Meta all posting strong gains. Comcast jumps 6% on news of a planned split into two publicly traded companies. The Market Buzz looks ahead to two key catalysts this week: the June Jobs report, moved up to Thursday ahead of the July 4th holiday, and Fed Chair Kevin Warsh speaking Wednesday in Portugal. Argus forecasts 188,000 nonfarm payrolls and a 4.3% unemployment rate, reflecting a continued healthy labor market. Quick Takes from the Argus analyst team include a raised price target on United Airlines, continued bullish momentum for Carnival Corporation, and a downgrade of Brightstar Lottery to Hold. The Deeper Dive spotlights Argus's Sustainable Growth Model Portfolio, covering the methodology behind the screen, the recently added Nasdaq Inc., and current holdings across eight sectors, from Alphabet and Walmart to Eli Lilly and Ecolab. For full research and information about Argus subscriptions, visit argusresearch.com.

Market Beat | Episode #11

In episode 11 of Market Beat by Argus Research, host Caroline Wygal covers the latest market developments for June 25, 2026. Today's headline is Inflation Rising, as fresh PCE data confirms prices continue to climb, with headline PCE reaching 4.1% annually through May and core PCE ticking up to 3.4%. On the growth front, Q1 GDP was revised upward to a 2.1% annualized rate in the Commerce Department's final estimate. In Active Stocks, Micron (MU) surges 10% on a blowout earnings report, and Qualcomm (QCOM) gains 5% after doubling its non-handset revenue target for 2029. Quick Takes from the Argus analyst team include a raised price target on Micron, a long-term bullish outlook on Pinnacle West Capital (PNW) amid Arizona's warming climate and demographic growth, and a buying opportunity flagged on Cencora (COR) following recent share price weakness. The episode closes with a Deeper Dive into investor sentiment, covering the latest AAII survey, mutual fund and ETF flow data, and a read on the VIX volatility index, currently sitting at 18.6 below the long-run average of 20. For full research and information about Argus subscriptions, visit argusresearch.com.

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.