Kevin Mahn of Hennion & Walsh Asset Management breaks down where to invest right now, sharing his outlook on the S&P 500, AI stocks like Nvidia, Micron and IBM, regional banks, biotech, and the best stocks to buy today.
00:00 Intro: Kevin Mahn
00:07 S&P 500 rally confidence
01:02 Is the market still fundamentally healthy?
01:47 Oil Prices, Inflation & the Fed
02:39 Warning signs investors should watch
03:45 Path to S&P 8,000 target
04:46 Regional Banks: Why they’re attractive now
05:51 Top regional bank stocks
06:50 Timing entry into big banks
07:26 Tech rotation vs. AI Revolution 7
08:54 Entry points for AR7 basket
09:53 Buying the dip on IBM
10:42 Avoiding SpaceX valuation traps
11:31 Small-cap biotech M&A thesis
12:43 High-potential biotech targets
13:23 Case for larger pharma holdings
13:44 Tech conviction for H2
14:55 Aerospace & defense additions
15:12 Sector risk: Stressed consumers
15:53 What if oil prices surge?
16:50 Utility sector portfolio defense
17:06 Single best stock to buy today
18:02 Rapid Fire: This or That
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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