Welcome to Street Talk with Caroline Woods, where inside our studio at The New York Stock Exchange, Caroline sits down with Wall Street’s top minds to break down the most talked-about companies, share expert stock picks, uncover under-the-radar opportunities, and put today’s market trends into context. Our mission is simple: to cut through the noise and translate complex market data into clear, actionable investing strategies, helping investors at every level stay confident and ahead of the market.
“Buy The Pullback”: Where To Put Money To Work Right Now
After a brutal selloff in tech and AI, should you buy the dip or sit in cash? Nomura’s Chief Investment Strategist Andy Goldberg breaks down why this drop is a classic market overreaction, why you should “stay invested,” the biggest mistake retail investors must avoid, and the exact sectors to rotate into right now.
Recorded: November 6, 2026
00:00 Introduction00:17 Buying the AI Stock Selloff: Opportunity or Warning Sign?02:00 Was the Stock Market Selloff an Overreaction?03:26 Is This a Repeat of the Liberation Day Selloff? Why Dip Buyers Are Returning04:41 Should Investors Buy the Dip in AI Stocks?05:36 How to Choose AI Stocks: Finding Winners and Avoiding Risk06:01 Data Center Restrictions: What They Mean for AI Stocks07:05 Semiconductor Stocks: Why Chip Shortages Could Create Opportunities08:25 AI Data Center Spending: Is the CapEx Boom Peaking Sooner?10:41 Stock Market Outlook: How to Position Your Portfolio After the Selloff13:19 Software vs. Semiconductor Stocks: Where Should Investors Look?14:41 Should Investors Avoid Software Stocks?16:20 Are the Magnificent Seven Stocks Still Buys?17:59 Best Tech Stocks to Buy Beyond the Magnificent Seven: Cybersecurity19:25 Why Investors Should Diversify Beyond the S&P 50021:18 Building a Durable Portfolio: How Much Should You Invest in Tech?22:11 Best Sectors to Buy for Portfolio Diversification23:40 International Stocks and Dividend Opportunities: Europe, Japan and Emerging Markets25:27 Best Sectors to Add to a Diversified Portfolio: Defense and Healthcare26:31 REITs and Utilities: Are Interest Rate Cuts Creating Opportunities?27:27 Municipal Bonds and Private Credit: Alternatives to Stocks28:03 Which Stocks and Sectors Should Investors Avoid?28:35 Biggest Mistakes Retail Investors Make After a Market Selloff29:26 Rapid-Fire: This or That
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5 Nov 2026
Tech Is Cheap Again — Stocks To Buy Now
Tech is now the market’s cheapest trade relative to growth. Main Street Research CIO James Demmert shares his exact playbook for semiconductors, deploying cash into this dip, and positioning for a year-end S&P 8,100 melt-up.
Recorded: November 4, 2026
00:00 Introduction
00:06 S&P 500 Forecast: Can Stocks Reach 8,100 by Year-End?
01:18 What Could Derail the Stock Market Rally?
01:37 Midterm Election Rally: Can Positive Sentiment Continue?
02:14 What Would Make James Demmert Abandon His S&P 8,100 Target?
02:41 Why Strong Big Tech Earnings Aren't Lifting Stock Prices
03:53 Magnificent Seven Stocks: Which Are the Best Buys Right Now?
04:41 Alphabet (GOOGL) vs. Amazon (AMZN) vs. Nvidia (NVDA): Which Stock Looks Most Attractive?
05:06 Where Does Apple (AAPL) Rank Among the Magnificent Seven?
05:36 Best AI Stocks to Buy: Where to Invest New Money
06:26 Best Semiconductor Stocks Beyond Nvidia (NVDA): AMD (AMD), TSMC (TSM) and ASML (ASML)
06:59 Biggest Risk to AI Stocks: Data Center and Electrification Concerns
07:34 Data Center Slowdown: Which AI Stocks Could Be Hurt?
08:15 Will Congress Support More AI Data Center Construction?
09:01 CoreWeave (CRWV) Stock: Opportunity or Trap?
09:30 SpaceX: Is It a Good Investment?
09:42 Best Stocks to Buy Beyond Big Tech: Healthcare, Energy and Financials
10:46 Healthcare Stocks: Is It Too Late to Buy at Record Highs?
11:10 Best Healthcare Stocks to Buy on a Pullback
11:34 Best Energy Stocks to Buy: Valero (VLO) and Chevron (CVX)
11:43 International Stocks to Buy: Hitachi (HTHIY) and Royal Bank of Canada (RY)
12:35 Fed Rate Hike: Can the S&P 500 Still Reach 8,100?
13:31 S&P 500 Forecast 2027: What Will Drive a Rally to 9,100?
14:13 Which Sectors Could Struggle in 2027?
14:48 Best Consumer Discretionary Stocks to Buy in 2027
15:35 Will the Stock Market Rally Broaden Beyond Big Tech?
16:12 How Retail Investors Should Build a Portfolio for 2027
17:09 How Much of a Portfolio Should Be Invested in Tech?
17:45 Oil Price Outlook: When Should Investors Sell Energy Stocks?
18:40 Best Advice for Investors: How to Navigate the AI Trade and 2027 Market
19:27 Are Healthcare Stocks Still a Good Buy Near All-Time Highs?
19:45 Nike (NKE) and Lululemon (LULU): Are Beaten-Down Retail Stocks Worth Buying?
20:34 Rapid-Fire: This or That
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TheSteet X: https://x.com/TheStreet (https://x.com/TheStreet)
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4 Nov 2026
Post-Election Rally: Stocks To Buy Even At Highs
The Dow is surging 1500 points post midterm elections, but Gus Scacco of Advisors Capital says investors shouldn’t fear buying stocks near their highs. He breaks down why the S&P 500 has another 5% to 7% upside into year-end and reveals the high-flying stocks that are still bargains now.
Recorded: November 4, 2026
00:00 Introduction
00:08 Election Results and the Stock Market: What Changes for Investors?
00:53 Best Sectors to Buy Under a Divided Government
01:49 AI Stocks and Data Centers: How the Election Could Impact Tech
02:38 Best AI-Adjacent Stocks: Opportunities Beyond Big Tech
03:14 eBay (EBAY) Stock: Why It's Still a Buy After a 35% Rally
04:23 eBay vs. Amazon (AMZN): Where eBay Has a Competitive Advantage
05:10 Thermo Fisher (TMO) Stock: Why It's a Healthcare Pick to Buy
06:03 Thermo Fisher vs. Eli Lilly (LLY): Which Healthcare Stock Is a Better Buy?
06:50 Deere (DE) Stock: Is It Still a Buy After a 40% Rally?
08:01 The Best AI Investments: Companies Using AI to Boost Profits
08:53 Software Stocks: Which Companies Are Most at Risk From AI?
09:52 Where to Find Undervalued Stocks: Union Pacific (UNP)
10:52 Best Tech Stocks to Buy: Microsoft (MSFT), Oracle (ORCL) and More
12:04 Micron, SanDisk and Oracle: Which Stocks Are Worth Buying After the Pullback?
12:47 Nasdaq Outlook: Is the Tech Stock Selloff Over?
13:20 Magnificent Seven Stocks: Should Investors Take Profits?
13:57 Which Stocks Should Investors Sell or Trim?
14:35 Stocks to Watch: Companies Benefiting From AI and Productivity Gains
15:25 How Retail Investors Can Navigate a Broader Stock Market Rally
16:01 S&P 500 Concentration Risk: How Much Big Tech Exposure Is Too Much?
16:20 Equal-Weight vs. Market-Cap-Weighted S&P 500: Which Is Better?
16:30 Best Stocks and Sectors to Buy Beyond Big Tech
17:34 Best Financial Stocks to Buy: Morgan Stanley (MS)
18:05 Consumer Discretionary Stocks: How to Find the Winners
19:17 Best Stocks to Buy Heading Into 2027
19:49 Which Stocks to Avoid: Companies With Too Much Debt
20:04 Rapid-Fire: This or That
Want more investing content?
TheStreet Website: https://www.thestreet.com/ (https://www.thestreet.com/)
TheStreet YouTube: https://www.youtube.com/@TheStreet (https://www.youtube.com/@TheStreet)
TheSteet X: https://x.com/TheStreet (https://x.com/TheStreet)
TheStreet Instagram: https://www.instagram.com/thestreet/ (https://www.instagram.com/thestreet/)
TheStreet Facebook: https://www.facebook.com/TheStreet/ (https://www.facebook.com/TheStreet/ )
Want to advertise? Send us an email at thestreetsocial@paradium.ai
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