Episode
3 Stocks To Buy As Big Tech Sells Off (And 2 To Avoid)
- Published
- Jul 26, 2026
- Duration seconds
- 1683
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Summary
Don't miss Altimetry's limited FREE report on the energy sector (and the 'Dark Energy' stock that could be huge): https://www.marketbeat.com/y/yt946/ Tech had a brutal week... Alphabet fell 7% and Tesla dropped 13% after their earnings reports, sending the whole sector into a sell-off. But according to today's guest, this isn't the start of a bear market, it's a sector rotation, and there's a very specific place all that money is heading next. Joining me today is Rob Spivey from Altimetry Research to break down 3 stocks he's bullish on right now, including Baker Hughes, EQT, and Murphy Oil, all tied to the next phase of the AI infrastructure build-out through energy and natural gas demand. We also cover 2 stocks he thinks investors should stay away from, T-Mobile and Netflix, and the accounting-based research behind why the market may be mispricing both the winners and the losers here. We dig into why natural gas may be the most overlooked part of the AI story, how Uniform Accounting reveals profitability numbers that standard GAAP metrics miss, and why this rotation could last far longer than people expect. View Bridget's Buys here: https://www.marketbeat.com/bridget 📲 Text 'YouTube' to 68285 for FREE SMS breaking news alerts on top stocks. DISCLAIMER: MarketBeat's videos are for educational and informational purposes only and do not constitute financial, legal, or tax advice. We are not registered investment advisers, and nothing herein is a recommendation to buy, sell, or hold any security or strategy. Investing involves risk—including the potential loss of principal—so always perform your own due diligence and consult a licensed professional before acting. All opinions are those of the presenters and may change without notice. Presenters and MarketBeat personnel ma…