Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!

<p>Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&amp;P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks.</p><p><br /></p><p>Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/</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 - Historic earnings</p><p>3:33 - Expectations too high?</p><p>6:20 - Alphabet and Amazon burning cash</p><p>11:08 - Rotation into hyperscalers</p><p>12:00 - Meta looks bearish</p><p>15:11 - Picking software stocks</p><p>17:00 - Cybersecurity</p><p>17:59 - SpaceX supplier stock</p><p>20:09 - AI publishing and licensing stock</p><p>21:31 - Movie theater comeback stock</p><p>26:56 - Searching for Signals</p><p><br /></p><p>#podcast #investing #markets #macro #stocks #bitcoin #fed</p>