Top Investment Chief: 7 stocks to BUY for the AI SUPERCYCLE

Kenny Polcari is chief market strategist at SlateStone Wealth, an independent wealth advisor. He joins Phil Rosen on Full Signal to discuss why he thinks the AI cycle is still early, the risk of circular dealmaking, how the Iran conflict runs from oil to stock valuations, and the specific stocks he owns right now.This episode is sponsored by Harbor Capital Advisors: https://www.harborcapital.com/suite/ai-labs/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 - Early innings of AI2:26 - Circular AI economy7:23 - $5 trillion ROI question8:22 - Iran, oil and inflation14:34 - What clients are worried about15:34 - September weakness17:59 - What would break the bull case18:52 - What pushes yields higher20:02 - Favorite sectors and names21:30 - Cybersecurity22:56 - JPMorgan26:10 - Microsoft28:55 - Verizon30:34 - ASML31:47 - NVDA33:28 - Follow Kenny#podcast #investing #markets #tech #ai #macro #stocks #bitcoin #fed