Wall Street Veteran: The best opportunities in the stock market right now

Luke Kawa is a veteran financial writer and analyst, and the markets editor at Sherwood Media. He joins Phil Rosen on Full Signal to unpack whether the Magnificent 7 can lead again, why Apple has become the group's defensive hedge, the great de-rating in chip stocks, and where we actually are in the AI bubble.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribeFollow Phil on X: https://x.com/philrosennFollow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/TIMESTAMPS:0:00 - Markets at crossroads3:12 - Can the Mag 7 lead?5:38 - Mag 7 vs. momentum8:34 - Apple as a defensive stock12:57 - Equal weight technicals14:27 - Industrials vs. US consumer17:32 - US vs. rest of world21:46 - The great de-rating in chips24:26 - Expensive stocks with slow growth27:04 - Why global growth keeps surprising30:37 - Where the opportunities are now34:19 - Are we in an AI bubble?36:28 - Follow Luke#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed