Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE

<p>Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now.</p><p><br></p><p>This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/</p><p><br></p><p>Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe</p><p>Follow Phil on X: https://x.com/philrosenn</p><p>Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/</p><p><br></p><p>Timestamps:</p><p><br></p><p>0:00 - Early innings of AI</p><p>2:26 - Circular AI economy</p><p>7:23 - $5 trillion ROI question</p><p>8:22 - Iran, oil and inflation</p><p>14:34 - What clients are worried about</p><p>15:34 - September weakness</p><p>17:59 - What would break the bull case</p><p>18:52 - What pushes yields higher</p><p>20:02 - Favorite sectors and names</p><p>21:30 - Cybersecurity</p><p>22:56 - JPMorgan</p><p>26:10 - Microsoft</p><p>28:55 - Verizon</p><p>30:34 - ASML</p><p>31:47 - NVDA</p><p>33:28 - Follow Kenny</p><p><br></p><p>#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed</p>