4 stocks to WIN the bull market! | Josh Schafer

Josh Schafer is an investment writer at Barron's. He joins Phil Rosen on Full Signal to discuss the charts driving the macro outlook, and four specific stocks that his team is bullish on right now.This episode is sponsored by Public: https://public.com/openingbellSubscribe 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 - Intro0:20 - Earnings paradox2:52 - Estimate revisions accelerate4:38 - AI capex hits $1 trillion7:10 - AI is the new macro8:37 - Intel12:24 - Sterling Infrastructure14:48 - Palo Alto Networks16:56 - Casey's General Stores20:23 - 2026 market outlook23:00 - Where To Find Josh OnlineDisclosure: Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. See terms of Match Program at https://public.com/disclosures/matchprogram Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time.#podcast #investing #markets #macro #stocks #bitcoin #fed