The Smart Money Is Quietly Rotating… Here’s Where Wall Street Is Buying Now | July 9, 2026

From LIVE Wall Street Beats July 9, 2026 show @10am ET AI isn’t the only game in town anymore. So where is smart money moving next? On this episode of Wall Street Beats, the team explores the sectors quietly outperforming while the biggest tech names take a breather. Jeff Macke explains why he’s finding opportunities in consumer stocks that Wall Street has overlooked, while Robert Marcin shares one healthcare company he believes could compound for years and teases a fascinating defense stock tied to one of the world’s most sophisticated intelligence operations. David Maris also revisits his bullish thesis on Teladoc, explaining why the company’s looming debt maturity may not be the disaster investors fear and why he still believes the turnaround story is intact. From healthcare and golf to Crocs, Yeti, and retail winners, this episode is all about finding opportunities where everyone else isn’t looking—and why patience may be the best investing strategy this summer. Subscribe to get more stock analysis and insights from the Wall Street Beats pros. Want more? Become a member and get a Seat at the Roundtable now at wallstreetbeats.com for exclusive access to our experts. Disclaimer This content has been produced by Street Beats Media, LLC (“Street Beats”) and is presented for informational purposes only. Street Beats is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Street Beats or any of its employees, officers, or agents. This information is presented without regard for individual investment preferences or risk parameters and is general, non-tailored, non-specific information. Our content is based on information from sources believed to be reliable. Street Beats is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this content are those of the individual expressing those opinions or conclusions and are intended solely for the use by Street Beats subscribers and the authorized recipients of the content. All investments involve a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of this content. Consult a financial professional before investing.