Wall Street Insider: 3 stocks to buy that go BEYOND the AI trade!

Josh Schafer is an investment writer for Barron's, where he writes the Searching for Signals newsletter on Substack. He joins Phil Rosen on Full Signal to discuss the historic run in S&P 500 earnings revisions, Alphabet and Amazon going free cash flow negative, risks to Meta, and a handful of his favorite under-the-radar stock picks.Subscribe to Josh Schafer's investing newsletter: https://searchingforsignals.substack.com/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 - Historic earnings3:33 - Expectations too high?6:20 - Alphabet and Amazon burning cash11:08 - Rotation into hyperscalers12:00 - Meta looks bearish15:11 - Picking software stocks17:00 - Cybersecurity17:59 - SpaceX supplier stock20:09 - AI publishing and licensing stock21:31 - Movie theater comeback stock26:56 - Searching for Signals#podcast #investing #markets #macro #stocks #bitcoin #fed