Top Investment Strategist: 9 stocks to BEAT the S&P 500 in the AI boom!

Jessica Inskip is the director of research for StockBrokers.com and a leading financial commentator. She joins Phil Rosen on Full Signal to discuss the AI CapEx boom and earnings outlook, the interconnectivity theme reshaping financial markets, specific stocks she likes right now, trading options for income, and how she would build a new portfolio from scratch todaySubscribe 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 - Earnings expectations2:59 - CapEx as recession signal7:36 - Earnings vs. bubble fears8:24 - Big Tech getting cheaper9:40 - 2-year note warnings12:21 - Contrarian bull case14:33 - ROI on $1 trillion Capex16:41 - Interconnectivity theme20:09 - Robinhood, Circle, Coinbase, ICE24:12 - Options for income27:15 - Oracle, Palantir, Micron28:42 - Building a new portfolio32:21 - Liquidity blind spot37:06 - Follow Jess#podcast #investing #markets #macro #stocks #bitcoin #fed