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Get Rob & Joel's Hidden XAI Report: https://www.marketbeat.com/y/yt976/ Interest rates just hit a 25-year high, and Fed Chair Kevin Warsh's comments at Jackson Hole have investors on edge. Joel Litman and Rob Spivey of Altimetry Research join the show to break down the accounting story behind rising rates, why corporate borrowing (not government debt) is the real driver, and what it all means for your portfolio. Litman and Spivey walk through why negative free cash flow can actually be a bullish signal when it comes from high-return companies pouring money into AI infrastructure, then get into their stock list: three AI infrastructure buys benefiting from the massive reindustrialization and data center build-out, plus two stocks they say to avoid as rates stay elevated. Also discussed: the accounting distortions in GAAP reporting, the "S-curve" of the AI investment cycle, and why the U.S. may still be in the early innings of this build-out. Video Chapters 00:00 Introduction 04:00 Why Interest Rates Are Rising (And Why It's Not What You Think) 10:00 Stock 1 16:05 Stock 2 23:53 Stock 3 30:38 2 Stocks to Avoid View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

Get the FREE Special Report on the 7 Best AI Stocks to Buy Today: https://www.marketbeat.com/y/yt975/ September has a reputation for volatility, but MarketBeat analyst Thomas Hughes is looking past the seasonal jitters and straight at where the money is flowing. In this month's stock picks video, Thomas breaks down five names he's watching heading into September, why Nvidia's latest earnings prove the market still doesn't fully grasp the scale of the AI story, and the software and infrastructure names riding the wave right alongside it. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 00:00 Introduction 02:35 Stock 1 07:41 Stock 2 10:37 Stock 3 13:53 Stock 4 19:45 Stock 5 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

Thanks to Monarch for partnering with me! Start your free trial and get 50% off your first year of total money clarity using my link https://monarchmoney.yt.link/TsKAS2M or code marketbeat for 50% Off Monarch Core tier. Get the FREE List of Quantum Stocks Investors Should Be Watching: https://www.marketbeat.com/y/yt973/ Quantum computing could be closer than anyone expected, and governments around the world are already racing to prepare. MarketBeat analyst Jeffrey Neal Johnson joins the show to break down what "Q Day" means for the market and why the race for quantum defense and quantum breakthroughs is heating up faster than most people realize. In this video, we cover six companies split into two groups: the quantum defenders working to protect against a quantum-powered security threat, and the quantum players racing to build the technology first. We talk through recent government mandates, big contract wins, institutional ownership, and where each of these stocks sits on its path toward profitability. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 00:00 Introduction 02:15 What Is "Q Day" 04:45 Stock 1 09:45 Stock 2 12:55 Stock 3 17:21 Stock 4 22:13 Stock 5 25:16 Stock 6 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

Get the FREE List of the 10 Best AI Infrastructure Stocks to Buy Right Now: https://www.marketbeat.com/y/yt970/ The stock market fears are everywhere right now... but our analyst says the real rally is still coming. MarketBeat Analyst Thomas Hughes shares 5 reasons the S&P 500 could keep rallying through year-end, and he's naming the exact date he expects the real rally to kick off. Stick around to the end for that exact date... Thomas says the rally could hit fast after this date. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters 0:00 Intro 0:00 Reason One 0:00 Reason Two 0:00 Reason Three 0:00 Reason Four 0:00 Reason Five 0:00 The Exact Date DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

View Bridget's Buys here: https://www.marketbeat.com/bridget Thanks to LifeLock for sponsoring this video. Protect the life you're building with LifeLock. Visit https://lifelock.yt.link/jvXBCOx and use promo code LLSAVE for up to 35% off your first year. Terms apply. I'm up nearly 230% on one of my best stock picks of the year, and down more than 88% on my worst. Today, we're going through the five best and five worst performers on my Bridget's Buys watch list, the paper trading list where I add one stock from every video we do and track how it moves over time. From speculative names that went either direction to the big AI winners that carried the list, this is an honest look back at what worked, what didn't, and what I've learned watching these play out. Get the FREE Report now on the 10 Best AI Infrastructure Stocks to Buy NOW: https://www.marketbeat.com/y/yt969/ 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 0:00 Bridget's Buys Watch List Intro 4:25 Stock 1 (5th worst on my list) 9:14 Stock 2 (4th worst on my list) 12:10 Stock 3 (3rd worst on my list) 15:27 Stock 4 (2nd worst on my list) 18:21 Stock 5 (Worst stock on my list) 23:32 Stock 6 (5th best on my list) 26:29 Stock 7 (4th best on my list) 28:44 Stock 8 (3rd best on my list) 35:33 Stock 9 (2nd best on my list) 38:15 Stock 10 (BEST stock on my list) DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

These 10 AI infrastructure stocks are where to find REAL growth in the market--get the FREE Report now: https://www.marketbeat.com/y/yt966/ The market just hit new all-time highs, but these three stocks have not gotten the memo. They are still trading well below their recent peaks, even while paying you a dividend to wait it out. MarketBeat analyst Chris Markoch joins us to break down why these three names got left behind, what is actually driving their pullback, and why the AI infrastructure boom could be the thing that finally turns them around. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

MarketBeat Mondays is live at 4 p.m. ET with host Bridget Bennett and analysts Thomas Hughes and Chris Markoch. We break down the close and set up the week so you know what matters next. We'll cover: • This week's key catalysts and why they matter • Today's biggest movers and what's behind the action • Small-cap and high-momentum names on our radar • News, earnings, and events that could shake up the week Have a ticker you want covered? Drop it in the live chat, and we'll pull it up in real-time. View Bridget's Stock Ideas: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

Get the FREE Report on 7 stocks that could be bigger than Tesla, Nvidia, and Google at https://www.marketbeat.com/y/yt963/ If you could only buy one AI stock right now, could this be it? MarketBeat Analyst Thomas Hughes joins the show for a deep dive on a company that IPO'd earlier this year and just posted a rough earnings report... but Thomas explains why the sell-off is completely missing the bigger story. Thomas breaks down why this company plays a critical role in AI inference (the next major phase of the AI boom), how its chip technology sidesteps the memory bottlenecks plaguing the rest of the industry, and why its multi-billion dollar backlog suggests the growth story is just getting started. He also covers the risks, including the staggered lockup period and what it means for near-term volatility. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Chapters: 0:00 Intro - A New Contender in the AI Hardware Race 0:57 Earnings Misses and Market Volatility 1:54 Navigating Staggered Lockup Periods 4:28 The Role of Inference in AI 13:05 Evaluating Valuation and Future Growth DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

Special Offer to try Marc's Power Gauge for a full YEAR plus gain access to Chaikin Analytic's special reports and stock lists: https://www.marketbeat.com/y/yt958/ A new executive order just made headlines... but is it actually moving one of the market's top-performing sectors? Marc Chaikin of Chaikin Analytics joins the show to break down why this sector has been quietly outperforming the broader market this year, and reveals three stocks he's most bullish on right now using his Power Gauge system. Marc walks through why the healthcare sector is showing bullish ratings across the board, what's driving analysts to keep raising price targets, and how this earnings season's volatility has created real buying opportunities. He also covers the one risk factor that could change everything for this space going forward. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 0:00 Intro 7:12 Stock 1 13:47 Stock 2 22:34 Stock 3 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

Get the FREE Report on 5 Stocks Soaring After Earnings: https://www.marketbeat.com/y/results Five stocks got crushed this summer... and now earnings are telling a completely different story. MarketBeat Analyst Thomas Hughes breaks down five names spanning five very different corners of the market, each one down big before their latest earnings report — and each one showing signs that the selloff may have gone too far. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 0:00 Intro 2:45 Stock 1 6:45 Stock 2 10:52 Stock 3 15:00 Stock 4 20:38 Stock 5 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

MasterClass Executive is designed to help professionals build real skills, demonstrate their thinking, and develop work that shows what they're capable of. Sign up today for free at https://masterclass.yt.link/Abivq0s Want more stocks riding this same wave of growth? https://www.marketbeat.com/y/yt957/ This sector has been stuck in a summer slump — but the pullback might be creating one of the best entry points investors have seen all year. MarketBeat Analyst Chris Markoch breaks down three stocks he believes are set up for a strong finish to the year, backed by a $125 billion opportunity moving through Congress that hasn't even started flowing yet. We get into why institutions are still piling into this space even after a rough few months, what recent earnings beats are signaling about the road ahead, and how to think about the risk-versus-reward tradeoff between the more established names and the smaller, high short-interest plays in this group. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. Video Chapters: 0:00 Intro 7:15 Stock 1 12:15 Stock 2 19:20 Stock 3 DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.

The space stocks to buy for long-term wealth building: https://www.marketbeat.com/y/yt955/ Space stocks have had a brutal summer, but is the worst behind us? Market Beat analyst Thomas Hughes breaks down what's really happening under the surface of the space sector selloff, and why the story might be far from over. We start with the company that shook up the entire sector with its IPO, then dig into three other space names that are already showing signs of strength heading into next week's earnings. Thomas explains why the near term could still bring more volatility, but why the long term story for space might be one of the biggest opportunities of the next decade. Video Chapters: 0:00 Intro 2:34 Stock 1 9:15 Stock 2 12:15 Stock 3 16:54 Stock 4 View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel may own or trade the securities discussed. Past performance is not indicative of future results; any examples or case studies shown are illustrative and not typical. Some links or promotions mentioned may be affiliate partnerships that compensate MarketBeat at no additional cost to you. MarketBeat and its representatives accept no liability for any losses arising from reliance on this content.