AI Podcast Series Episode #2 | AI & Healthcare

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.

Market Beat | Episode # 5

In this episode of Market Beat by Argus Research, host Caroline Wygal highlights new additions to the Argus Focus List, including Applied Materials, Lyft, Maplebear (Instacart), and Nvidia, all rated Buy and tied to themes like AI, mobility, and consumer technology. On the market front, SpaceX continues its strong IPO momentum, Roku falls on the Fox acquisition news, and airlines rally on optimism around a U.S. and Iran peace plan. Caroline also previews a key week for the Federal Reserve as new Chair Kevin Warsh prepares for his first rate meeting, alongside a light economic calendar led by May Retail Sales. Quick takes include a Buy reiteration on Oracle, a strong turnaround at Cracker Barrel, and a downgrade of Eversource to Hold. The Deeper Dive focuses on the rationale behind the latest Focus List additions and the key growth drivers behind each stock. For full research and information about subscriptions, please visit argusresearch.com.

Market Beat | Episode #4

In episode 4 of Market Beat by Argus Research, host Caroline Wygal covers a double dose of inflation data: after yesterday's hot CPI print, this morning's Producer Price Index came in at a 6.5% annual rate, up sharply from 5.7% in April, adding more pressure on the Fed. Oracle disappoints after the bell, while Intel surges on an analyst upgrade and corporate travel company Navan rises on strong guidance. Quick takes cover a price target raise on Royal Bank of Canada, a buying opportunity in AutoZone despite recent weakness, and a HOLD on Union Pacific following its landmark merger agreement with Norfolk Southern. The Deeper Dive breaks down gold prices, from their century high of $5,500 in January to where they stand today, and what geopolitics, the dollar, and Fed rate expectations mean for the outlook. Argus's 2026 forecast range is $4,000 to $6,000. For full research and information about Argus subscriptions, visit argusresearch.com.