Episode
Top Investment Chief: 2 sectors to BUY as the AI boom fails Wall Street!
- Podcast
- Full Signal
- Published
- Aug 6, 2026
- Duration seconds
- 2304
- Processing state
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Summary
Steve Sosnick is the chief strategist at Interactive Brokers, where he has spent three decades since the firm's options market-making days. He joins Phil Rosen on Full Signal to discuss the liquidity drain lurking beneath record highs, whether the massive AI capex bet pays off, value stocks crushing growth, his favorite sectors right now, and what the VIX is signaling. Subscribe to Opening Bell Daily: https://www.openingbelldailynews.com/subscribe Follow Phil on X: https://x.com/philrosenn Follow Phil on LinkedIn: https://www.linkedin.com/in/philrosen/ Timestamps: 0:00 - New highs, new risks 5:26 - Fundamentals vs. exuberance 6:58 - Hyperscalers are back 10:21 - Momentum, FOMO, and technicals 13:10 - ROI on AI capex 17:05 - AI ecosystem trade 19:35 - Value vs. growth stocks 24:06 - Healthcare and industrials 27:57 - VIX isn't a fear gauge 29:27 - Correlation and dispersion 32:36 - Stock picker's market 34:41 - Follow Steve #podcast #investing #markets #macro #stocks #bitcoin #fed