Thomas Carroll, Equity Market Strategist, Stifel, breaks down why market concentration is peaking, volatility is rising, and where investors should rotate as the bull market enters its final stage.
00:00:00 Introduction
00:07 Is AI Leadership Finally Changing?
00:51 Healthy Pullback or Something Worse?
01:24 Should Investors Buy the Tech Dip?
02:04 Stay in Tech or Rotate Elsewhere?
02:23 Where Money Is Rotating Now
03:21 Why Small Caps Could Finally Outperform
04:08 The “Hard Hat” Sectors to Own
04:44 Why Oil Could Still Move Higher
05:29 Stocks to Avoid Right Now
06:03 The AI Trade Is Splintering
06:58 Are Software Stocks a Value Trap?
07:50 Are We in the Final Stage of the Bull Market?
08:34 Will the AI Spending Boom Pass the Test?
09:25 How to Prepare for More Volatility
10:20 Why Stifel Raised Its S&P 500 Target to 7,800
11:02 Is Sitting in Cash a Mistake?
11:52 Why 20% Annual Returns Won’t Last Forever
12:22 Rapid Fire: This or That
Recorded June 23, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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