Tech in a “Needed Reset:” 5 Sectors to Own Right Now
From Street Talk · 00:25:30
Show by TheStreet
Charles Schwab’s Kevin Gordon explains why tech is undergoing a “needed reset” and why an equal-weighted approach makes sense. He breaks down the four sectors to watch today and where he sees the market’s biggest value heading into 2027.Recorded: November 3, 202600:00 Introduction00:06 AI Trade Outlook: Is the Tech Selloff a Buying Opportunity?01:45 Big Tech Rotation: Healthy Reset or Shift Away From Technology?02:59 Best Stocks to Buy During the Tech Selloff04:10 How to Identify High-Quality Stocks: Interest Coverage and Cash Flow05:11 S&P 500 Rally: Why the Bull Market Doesn't Feel Strong06:48 Is the Stock Market in a Bear Market Beneath the Surface?08:13 Where Will the S&P 500 Find Its Next Market Leaders?09:01 Should Retail Investors Look Beyond the S&P 500?10:07 Best Sectors to Buy: Energy, Financials, Industrials and Healthcare11:55 How Much Tech Should Investors Own in a Diversified Portfolio?13:03 Stock Market Outlook: Can the Rally Continue?13:39 Is It Too Late to Invest in Energy and Other Leading Sectors?15:20 How Investors Should Adapt to Bigger Market Swings16:13 Biggest Risk to the Stock Market: AI Spending and Business Investment17:42 Consumer Stocks: Why Kevin Gordon Is Cautious on Discretionary and Staples19:05 Midterm Elections: What Investors Should Watch in the Market20:32 S&P 500 Forecast: Can Stocks Finish the Year Higher?21:12 Do Big Tech Fundamentals Justify Another Rally?22:13 Rapid-Fire: This or ThatWant more investing content?TheStreet Website: https://www.thestreet.com/TheStreet YouTube: https://www.youtube.com/@TheStreet TheSteet X: https://x.com/TheStreetTheStreet Instagram: https://www.instagram.com/thestreet/TheStreet Facebook: https://www.facebook.com/TheStreet/ Want to advertise? Send us an email at [email protected]
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