Buy these stocks for the bull market's NEXT leg! | Jay Woods

Jay Woods is the chief market strategist at Freedom Capital Markets. He joins Phil Rosen on Full Signal to discuss why the lows are in for the S&P 500 in 2026, the historic semiconductor streak lifting Nvidia and the chip names, why this AI rally is nothing like the dot com bubble, and the sectors he's buying — and avoiding — for the rest of the year.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 - Intro0:30 - Record highs, ugly sentiment2:30 - Jay's 2026 S&P 500 target4:41 - Mag 7 earnings5:12 - Meta, Microsoft on the ropes7:10 - Alphabet, Amazon, Apple8:18 - Nvidia at $5 trillion10:43 - 18-day chip streak13:12 - Retail vs institutional buying14:35 - No dot com bubble17:30 - What could derail the bull17:51 - AI eating college grad jobs19:32 - Fed outlook23:45 - Best sectors to buy now29:04 - Sectors to avoid31:35 - Why tech isn't a top pick33:17 - Follow JayDisclosure: 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