As 10-year Treasury yields hit 5.3%, Siebert Financial CIO Mark Malek breaks down why top AI growth stocks can still “outrun the avalanche.” He lays out 3-tier tech framework, the best dip-buying opportunities in Nvidia and Micron, and the consumer stocks to “avoid like the plague.”
Recorded: October 7, 2026
00:00 Are Higher Yields Finally Catching Up With Stocks?
00:58 Why Higher Bond Yields Haven’t Broken the Stock Market
03:34 Can Growth Stocks Power the Market Higher Despite Elevated Yields?
04:56 Stock Market Pullbacks as Buying Opportunities
05:49 AI Stock Picks: Which Tech Companies Justify the Valuation Risk?
06:23 Tier 1 AI Companies with Strong Balance Sheets
07:23 Tier 3 AI Upstarts to Avoid
08:15 Industrial AI Infrastructure Stocks: Caterpillar, Vertiv, and Eaton
10:49 Is Micron Still a Buy After Its Massive Rally? 11:37 Choosing Between Nvidia and Micron for Long-Term Growth
13:08 Diversifying Portfolio Risk Outside of Tech Stocks
14:34 Financial Stocks Outlook Ahead of Earnings Season
16:33 What to Listen For in Bank Earnings and Consumer Health Signals
18:22 Consumer Discretionary Stocks Concerns 19:08 Why Invest in Growth Stocks Over 5% Treasury Bonds?
21:41 Rapid-Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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