Top Investment Chief: 2 sectors to BUY as the AI boom fails Wall Street!

Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the massive AI capex bet pays off, value stocks crushing growth, his favorite sectors right now, and what the VIX is signaling.Subscribe 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 - New highs, new risks5:26 - Fundamentals vs. exuberance6:58 - Hyperscalers are back10:21 - Momentum, FOMO, and technicals13:10 - ROI on AI capex17:05 - AI ecosystem trade19:35 - Value vs. growth stocks24:06 - Healthcare and industrials27:57 - VIX isn't a fear gauge29:27 - Correlation and dispersion32:36 - Stock picker's market34:41 - Follow Steve#podcast #investing #markets #macro #stocks #bitcoin #fed