In this episode of the Best Stocks Now show, guest hosts Barry Kite and Jeff Webster offer a detailed analysis of the recent shifts in the global markets. They discuss the energy sector, rapidly changing trade deals, and their influence on sectors like auto and tech. Discover how agreements with countries like Japan are reshaping economic landscapes and explore the potential market opportunities these changes present.
He’s been seen on CNBC, the Fox News Channel, and the Fox Business Channel. His articles can be found on MarketWatch, Seeking Alpha, TheStreet.com, and many other places. He’s the author of the weekly Best Stocks Now newsletter and the inventor of the Best Stocks Now app. He’s president of Gundersen Capital Management. Here is professional money manager Bill Gundersen.
SPEAKER 03 :
Good morning and welcome to the Wednesday, July 23rd edition of the Best Stocks Now show. I am Barry Kite, planer analyst here at Gunnarsson Capital Management, sitting in for Bill today. And as always, we’ve got Jeff Webster with us here as well from the firm. Looks like a bit of a mixed open after a pretty strong day yesterday in the markets. We’ve got the Dow up 195 points, 0.44% today. up over 44,698. And we’ve got the S&P just turned positive a little bit here, up 12 points at 0.2% at 6,322. And we’ve got the NASDAQ still above that 20,000 number, but below the 21,000 number it hit for a little while yesterday. It’s at 20,881. Down 10 points, basically flat for the day. And we’ve got crude oil down about a half a dollar, $64.84. Not much traction there in the oil realm as of late. We’ve got gold down a little bit, down a half a percent to 3,413. I think as we get some clarity on tariffs, we’re going to continue to see gold kind of have a bit of a headwind there. And Bitcoin, kind of almost inversed with the dollar as of late. You’ve got Bitcoin up just under $118,000, down $2,000 on the day, down 1.74%. And the old important 10-year treasury, we’ve got up just two basis points to $4. point three eight percent still below that critical four and a half percent number so again good morning welcome to the wednesday july 23rd edition of the best stocks now show i’m a planer analyst here barry kite at gunderson capital and we’ve got jeff here this morning advisor and vice president at the firm good morning jeff we’re uh it’s it’s monday again
SPEAKER 04 :
Good morning. I’m feeling very energized in more ways than one today. Lots of electricity and energy out there today. We can dig into that energy sector a little later in the show, but it’s exciting to see what’s going on today in the markets.
SPEAKER 03 :
Yeah, big, big, big moves there. And, of course, I woke up this morning to a deal with Japan, which we’ll dive into, and that’s really kind of been… Certainly was driving the overseas market, particularly the Asian markets this morning. But markets took, as they tend to do and need to do a little bit, at least from a healthy standpoint for the market, the markets took a bit of a pause yesterday after hitting all-time highs on Monday. Of course, like I said, after we got some big news on the trade deal with Japan, We’ve seen, you know, a bit more traction in the market, like I said, particularly overseas. Bill referenced, you know, last week that in the current environment, when he was going through kind of his, you know, look in terms of how we analyze or how he analyzes the market and, you know, kind of that topped-up approach, and particularly nowadays, you’ve got to really start to, looking at the current environment from a global global picture uh um you know it’s uh and then kind of you know refine get your magnifying glass out from there and really do that true you know top-down view of the market at this point and um you know we’ll get to the the japanese trade agreement news which is the biggest global news for today but uh you know yesterday nasdaq ended What, 0.3% lower. It kind of fell the most compared to other averages. The S&P was basically flat, down I believe a little bit, but basically flat for the day. The Dow actually eked out a small gain up 0.4%. On a day that was pretty much, like I said, flat to down, oddly enough, you had 9 out of 11 segments yesterday actually ended in positive territory. It must not have been very positive, but we’re starting to see… good bit more, I don’t know, more breadth to the market in terms of, you know, more companies participating in this move. For the longest time, it was certainly, and still is to a bit, just based on the amount of the market that they make up. But, you know, the Magnificent Seven was really driving, you know, a very large amount of returns for the market. And we’ve really kind of seen that, you know, I feel like you’re talking about energy and Jeff and other parts of the market that have really kind of broadened out whether the core theme is still AI, but it’s really broadening out across a lot of different sectors, a lot of different industries, and it’s healthy for the market to get a good bit of breath in there. I was seeing, I think it was Monday, where at one point early in the pre-market, I was seeing, I think it was like maybe 400 or more of the 500 S&P companies were actually up um for the day you know at that particular moment in time and it’s just those you know looking uh we can get kind of caught up and looking at the the top line numbers but you know underneath what makes up the market um is is really big from a from a breadth standpoint or a health standpoint of the market and you know we’re starting to see that more particularly you know when you mash all the all of the magnificent seven you know companies together then you They’re pretty much roughly a market perform. At certain points this year, they’ve underperformed the market if you mash them all together. So that’s a good sign for the market and I think a good sign for continued economic health and the earnings growth that Bill’s been referencing in the newsletter. Well, we got… Indeed, indeed, yep. Yeah, and we got, in terms of, you know, the biggest news today, obviously, is we’ve struck a, apparently struck a deal with Japan. You know, President Trump was, I guess, you know, he stays up a little later than most of us, Jeff, and so he was… it’s funny. I’m going to read the stuff and it’s like on, you know, uh, you know, I don’t know if, if his last night, you know, if his, if his is today or last night or what, in terms of him being, uh, you know, tweeting past, uh, midnight or what have you. But, uh, we came to a, came to a deal with, with Japan, which is a very big, uh, very big, important, uh, and trade deal and kind of caused some by surprise, really. I mean, we’ve got a, Essentially where we stand is there’s going to be a 15% reciprocal tariff on Japan’s exports to the U.S., And apparently there’s going to be a cut in the auto tariffs as well. I believe that’s going to come in at 15. Japan’s agreed to invest $550 billion of new capital in the U.S. And apparently, at least according to the president’s true social message, America is going to receive 90% of those profits. So, you know, thanks for the investment. And, you know, I guess thanks for the continued income stream. So there’s, you know, it’s just the president loves, you know, he’s a dealmaker and never met a deal that he didn’t want to negotiate, right? And so whatever it is, it keeps him going. It seems like it keeps him, you know, keeps him motivated, keeps him busy. I guess, you know, the alternative. right, would be maybe what we had last administration where you didn’t really hear too much at all about what’s going on behind the scenes.
SPEAKER 04 :
It seems like some of the Asian countries, I mean China aside, are becoming far more willing to work things out. I know that they’ve worked out deals with the Philippines, with Indonesia, now Japan, which is one of our hugest largest trading partners. For whatever reason, though, the European Union, you know, they want to arm wrestle with President Trump, you know. I don’t know. That’s frustrating.
SPEAKER 03 :
It’s like, you know, I think there’s, you know, certainly I think on the EU side, I think there’s likely, you know, some egos involved, right, in terms of, you know, not wanting to, you know, wanting to at least appear strong or what have you. The interesting thing is when you start getting some of these I started thinking about, as you mentioned, where we had the deal with Japan, and we’ll get into the deal with the Philippines, Indonesia, Malaysia is trying to get something papered. The point there is, and South Korea as well, the point there is as these dominoes keep falling, especially regionally, you get a deal with Japan, well now South Korea is a big trading partner with us, well they don’t want to pay $30,000. Japan’s paying 15 or, you know, so it’s, you know, now it’s more, more reason for them to get a deal, a good deal. So their products can stay competitive, no different than, you know, some of the deals, the deal we already did with Vietnam, um, the deal with, uh, you know, Indonesia and, and so, and the Philippines. And so, you know, Asia, right. Seems to come on board. Even we’ve even got agreements in place with China at this point, nothing permanent, but still. So we’ll, uh, We’ll see how all that plays out, and we’ll be right back here with the second segment of the Best Docs Now show. And welcome back here to the Wednesday, July 23rd edition of the Best Docs Now show. I’m Barry Kite, planter analyst here at Gunderson Capital, playing captain for Bill today. And I’ve got first mate here, Jeff Webster, joining me as usual. We’ve got markets-wise, looks like we’re all in the green at least at the moment. NASDAQ barely, it’s up two points, basically flat but still green. And we’ve got the S&P 500 up 14 points. That’s almost a quarter of a percent. And a 6,324. And the Dow leading the way up to 44,709. That’s the 206 points, almost 5% on the green here. And, you know, I guess what, Jeff, it’s let’s make a deal time. You know, I keep thinking about, you know, as these countries, more and more countries, you know, strike these trade deals, then, you know, I think it’s going to loosen up, you know, some of the ability to get some of these other deals done, particularly, in Asia where you’ve got, you know, all these competitors and all the names that we’re about to mention that, you know, that have struck a deal or at least close to striking a deal, you know, a lot of those compete against each other to sell us goods. That’s right.
SPEAKER 04 :
I noticed, Barry, in your notes that, you know, the three big automakers here, the U.S.-based automakers, they’re advocates, you know, they’re voicing concerns over the Trump tariff deal with Japan because they think it will be unfair to the big three that manufacture vehicles in Mexico and Canada. My answer to that is, guys, well, put some pressure on your government representatives to say, hey, guys, the Japanese are playing here. Let’s play ball here so we can even the playing field.
SPEAKER 03 :
Yeah, and you’ve got, I mean, and the difference being, you know, 10%, right? You’ve got, you know, part of the Japanese trade deal, Stellantis, right, is going to be, or not Stellantis, you know, Toyota, they’re going to likely benefit from, you know, reduced tariffs on auto imports to 15% while, You know, the 25% tariff is still in place for vehicles, you know, coming from Mexico and Canada or parts coming from Mexico and Canada. So that part certainly a big deal. And it’ll be great to, you know, I always like going up to Detroit because we’ll get, you know, we’ll get less than two weeks away now. We’ll get more timely and get some kind of a boots on the ground perspective from folks up there because, you know, you know usually everyone we talk to has some tie in some form or fashion to uh you know to the auto industry um you know whether it’s uh you know one of the the primaries or one of the you know a supplier and so we’ll be uh again we’ll be up there august 5th 6th and 7th that’s tuesday wednesday and thursday uh two weeks a little less than two weeks from today we’ll be up there and Bill will be doing his workshop also on Tuesday evening. So welcome to reach out to Edie, 855-611-BEST. Feel free to give her a ring. Shoot us a message over at GundersonCapital.com. ED will work to get you on the schedule. I know it sounds like we’re filled up for Tuesday and Wednesday in terms of in-person meetings. There’s still going to be some room at the workshop, but we’re opening up Thursday as well. Not flying out until late on Thursday, so we can… get any, any appointments in of some folks that, uh, that want to meet with us. So certainly looking forward, uh, you know, looking forward to doing that. Uh, I know, uh, I know we’ve all got our, uh, tickets booked and, uh, and ready to go. Um, you know, the interesting thing I think is, you know, on these deals, uh, you know, uh, you know, certainly markets getting a boost in Japan. I saw something where I believe the Japanese market was up, uh, The most in one day since 1987. And so we all know, a lot of us know what happened in 1987. I remember seeing my dad come home from the office in 1987, and it looked like it was… I was maybe about 10 at the time, and I could still tell that he didn’t have a good day. So he didn’t even have to ask at that point. But that was a rough one. And, of course, it bounced back. It kind of reminds me a little bit, Jeff, of the – remember the 12%? It kind of had that NASDAQ bounce almost 12% in a day, I don’t know, a couple months ago when we initially announced that, when Trump initially announced kind of that 90-day pause and You know, I’d never seen, I couldn’t recall the market moving 12% in a day. I didn’t even know, honestly, I didn’t even know with some of these circuit breakers and things if that was even possible nowadays again, right? So it was, you know, but when you look at the framework, I mean, it’s, you know, the benefit here is this framework on this deal, you know, could look a lot like the framework on a lot of the go-forward deals. You know, folks are trying to, analysts are trying to extrapolate Kind of that 15% tariff, kind of extrapolating that across other potential deals, even a deal with the EU and what that would maybe look like at the 15% level. And so it’s pretty unique. Like I said, we’ve got 15% on exports to the U.S. They’re going to invest $550 billion into the U.S., Apparently, we’re going to receive 90% of those profits. They’re going to have committed to taking in more, as Bill has mentioned for a while now, taking in more rice from us. Japan, I guess, they have a certain amount of imports of rice that they can take in before they begin to tariff it. Currently, I think about 40% of that quota is comes from the U.S., so it sounds like they’re going to, you know, up the amount of the quota that comes from us, and so, you know, they’re also, there’s a kind of another piece of the deal, the liquefied natural gas deal, so apparently it looks like they’re going to begin, you know, buying more natural gas, liquefied natural gas from us, which should help There’s been an Alaska project that’s gone on for years that it looks like maybe that you’ll finally have a source or somewhere to sell that liquefied natural gas from Alaska. So the point here is, you know, these deals are not just, you know, trade deals, right? I mean, they’re really diplomatic diplomacy. I see it as a form of diplomacy, right? I mean, you’ve got the tariff piece is one thing, but whether it’s militarily with the Philippines yesterday or whether it’s helping agriculture or whether it’s getting the NATO and the EU countries to put up more military spending. So a lot of this stuff is… The tariffs are the thing that gets the most easy headline, if you will. These are broad negotiations that aren’t just about trade. It’s about diplomatic relations and military alliances and everything in between. Just big news that drives more than than simply markets. It drives world geopolitics. All good news, I think, this morning on that front. We’ll dive into some earnings in the second half of the show. Stick with us. We’ll be right back. It’s the Best Stocks Now show.
SPEAKER 01 :
This is Bill Gunderson. Thank you for tuning in to today’s Best Stocks Now, Best Inverse Funds Now show. I put several hours of research in during the wee hours of the morning each day to bring you the very best cutting edge stories that I can. To get two free weeks of my newsletter, go to GuntersonCapital.com. To talk to us about our fee-based only money management services, call us at 855-611-BEST. Now, back to the second half of the show.
SPEAKER 08 :
Thank you.
SPEAKER 03 :
Welcome back to the second half of the Best Docs Now show. July 3rd edition. Barry Kite, planter and analyst here at Gunderson Capital. Serving as, sitting in for Bill today, this morning. He’ll be back tomorrow. He’ll be behind the chair. I think he just landed, so he’ll be behind the trading chair here in just a minute. But we also, you know, if you’d like to stay up to date with Bill’s thoughts, our thoughts on the market, you’re welcome to get Bill’s newsletter. Also, a four-week trial of the live trading at GundersenCapital.com. Or, of course, if you want to have a discussion with Jeff or myself, about your current allocation, what you’re doing, what’s going on in your financial world, feel free to give us a call, 855-611-BEST. That’s 855-611-2378, and ED will get you set up. We’re always here to be a resource, here to shed any light and help any way we can. Market’s still a little mixed. Basically, NASDAQ’s pretty much flat, and S&P’s up 0.22%, and the Dow’s up just under 0.5%. So leading the way now with the Dow. And just to wrap up the trade stuff, I mean, it’s almost like musical chairs over there, Jeff. You’ve got, like you said, you had Japan reach a deal. Looks like we’ve reached a deal with Indonesia and the Philippines. The Philippines agreed to a 19% tariff. And then it looks like they’re not going to charge us any tariffs for things that go their way that we sell into them. um you know that deal not quite as good as the japanese deal uh slightly down from the 20 rate uh that was uh you know kind of threatened um you know earlier this month i think that was via those letters that went out uh so they agreed to 19 tariff uh i think uh initially it was uh you know april was going to be around 17 percent so That deal’s done. Indonesia, they’re also going to face a 19% duty. It’s down from 32% that Trump had kind of thrown out there a while back. And they’re not charging us anything for us selling into their company. They’re also going to supply some critical minerals. They’re going to buy some Boeing planes and also some farm products and energy. So, as I mentioned, it’s not just tariffs. It’s wide-ranging numbers. And, you know, the two right now on the outside looking in are South Korea and Malaysia. South Korea would certainly like to do a deal that looks a lot like Japan’s. Their 25% is going to kick in, I think, August 1st. Malaysia, I think, is trying to get to around 20%. So what you don’t want to do is I don’t think you want to be the last country in a region, right, to make the deal.
SPEAKER 02 :
What do you think there? I mean, how do you think that would work out, right, if you’re the last one? hey, we’ll take the deal that they all got. And it’s like, no, I think we’re going to deal. The terms have changed, right? I don’t know. Yep.
SPEAKER 03 :
But the EU and Canada and Mexico seem to be one of those, potentially one of those last ones with no seat at some point.
SPEAKER 04 :
Yeah. Barry, what are we seeing out there for earnings so far this week? I know that… This morning, pre-market, there were a couple of our favorites and certainly a few that we talk about often that reported. What are you seeing out there?
SPEAKER 03 :
Yeah, I mean, we had what we had. Talon had a big story, not in earnings, but we had this morning what you had at the end of the day after it closed yesterday. One of the companies that you’re very familiar with, SAP, reported. We’ve had, you know, this afternoon after the close, we’re going to get, we’ll get Tesla and Google, two of the magnificent seven there.
SPEAKER 04 :
ServiceNow, IBM. Yep. Let’s see. QuantumScape, one that we’ve been talking about a lot lately, the battery company. We’ll be reporting. Yep. GE Vernova, GEV, they reported this morning. I mean, in the industry sector, I mean, that’s my favorite sector today, is, you know, two exciting things. One, I think, you know, companies like Talon, Distra, CEG, they’re all, Constellation, they’re all up today. One, yesterday there was a large… Auction conducted by the PJM Interconnection, which, you know, they manage the electronic electric power grid and they operate, you know, the wholesale electricity markets, you know, in a large part of the United States. They conducted their 2026-2027 auction for demand. And that fared well for those large companies, you know, GE, Vernova. alternative energy company. They posted very positive results this morning. They’re up almost 13.5%. But, you know, you look at Talon. Talon’s up 9.6%. Vistra, just over 6%. Constellation Energy, they’re up about 4.25%. And then, of course, you have some of the alternative nuclear companies that we like with Oklo and And then you’ve got your fuel companies that fuel some of that alternative energy, you know, Cameco and UEC, you know, they’re also up today. So it’s good to see that segment, which has kind of lagged here for the last couple several days start to pick back up.
SPEAKER 03 :
Yeah, and good news is it’s driven by earnings, not just pure momentum. I mean, GEV, like you mentioned, up over 13% right now. They make the turbines really for natural gas turbines for power electrification. That’s some of the you know, that’s some of the segment that can actually come on faster in terms of, you know, actually increasing, you know, power, you know, the supply of power. And, you know, in talking about that auction, you know, the PJM interconnection auction, basically you had, you know, 22 grid operators getting 22% higher, you know, prices than last year’s record high levels. Now, What that is is those are, you know, that’s the amount of power that is, you know, when you have those, you know, say very cold days, very hot days where you have this big surge in power, those are the prices of, you know, kind of that what they used to call that peak time of power, right? So, you know, those peak hours of power, the cost for that wattage is more expensive and than when uh you know then those those down times which would usually be when most of us are sleeping um but the uh but you know when you look at that i mean you know just in terms of prices uh that what does that translate into earnings and what do we you know what does bill uh what’s bill’s uh mantra of course you know stock prices follow earnings so That GEV chart is just, I mean, if you look at that one-year chart, I mean, it’s just so smooth. I mean, there’s not too many, just a couple little dips there, but nothing, really just a steady climb up. And to have that name up over 13% today is pretty amazing. Like you said, Talon, that’s another name we own. CEG is another name we own. A lot of those, Vistra, those are really benefiting heavily today from what’s going on out there. And you’ve got… You know, SAP, they’re down, I believe, a little bit.
SPEAKER 04 :
I’ll tell you, Bear, they did, you know, their my beloved SAP, not necessarily from an investment perspective, but I worked with them. And, you know, they provide tremendous software products and services, you know, to help power, you know, major companies throughout the world. They have been on a real roll over the last few years. Their stock is appreciated significantly. The fact of the matter is they’re just being held to a much more accountable level by their shareholders. Good is not good enough anymore. They have to continually do better. Of course, their CEO, Christian Klein, he’s a good, good guy. Very, very smart, but you know, he was able to, you know, utilize that tariff excuse, you know, for this is maybe why we weren’t quite as good as you all wanted us to be. So the fact of the matter is the sales cycles in that space, I mean, these are, in many cases, you know, very, very large system deals. They’re taking longer. I mean, companies are just, their decision-making process It’s not so much about return on investment and operational efficiency as it is about mitigating risk. And if we’re going to make these types of investments, we need to make certain that they can pay for themselves quickly.
SPEAKER 03 :
Well, they need to know what the business environment looks like going forward, and certainly with some of the trade deal up in the air with the EU, that’s going to certainly mute a little bit of that guidance going forward for sure. Well, flying along with the show today, I think we’ve got about 20 stories here. This is Bill Gatorson.
SPEAKER 08 :
You’ve got to go where you want to go. Do what you want to do.
SPEAKER 03 :
And welcome back to the Wednesday, July 23rd edition of the Best Docs Now show. Wrapping it up here today, Barry Kite, planer and analyst here at Gunderson Capital, sitting in for Bill today, and we’ll have him back in the seat on the show tomorrow. I’ve also got Jeff Webster, advisor and vice president here at the firm. And, you know, earnings front, you know, not something we talk about a ton, but I don’t know if you saw some of these home builders, you know, D.R. Horton and Pulte Group. Yeah, reported, you know, D.R. Horton, I think that’s D-H-I. on the symbol. Funny thing is, they were up significantly in the pre-market. Now I pull them up, and, of course, they’re down 3%. So that’s the nature of the market sometimes. Of course, they had a big move. You know, I think it was up close to 15%, I think, in the last, I don’t know, 24 hours or so. But, you know, they beat D.R. Horton and Pulte Group. It’s P-H-M. P as in Paul, HM, they both beat both earnings and headline numbers. They continue, even with the cost of homes out there, they continue to offer some of those in the new construction realm. They can offer some more incentives and other things that just aren’t available when you’re buying a resold house. And so that part of the market has remained strong. And, you know, I mean, basically all of the builders yesterday and, you know, over the last 24 hours had a big push. Like I said, a little pullback today at down 3.34%. But, you know, just as part of that breadth of the market that we’re kind of talking about in terms of, It’s not all chips and AI and quantum computing.
SPEAKER 04 :
Cameras and nails, Bear.
SPEAKER 02 :
Right.
SPEAKER 04 :
Cameras and nails, too, brother. Yeah, it’s interesting. I have a son that’s in the construction industry. They work with a lot of those big builders in providing cabinets in their business. Yeah. I mean, their business here in the southeast is just booming. It’s growing faster than ever. But, you know, I actually live in a home that was constructed by one of Pulte’s divisions. Yeah, so it’s good to see that some of those guys are doing all right.
SPEAKER 03 :
Yeah, and also we talked about it earlier with two of the magnificent seven names reporting this week. I think it definitely still highlights the importance of those seven names, particularly given the size of the market they make up. Currently, depending on the day, roughly make up about a third of the S&P 500 across those seven names. And, of course, we’ve got Tesla and Google reporting after the close today. Uh, Tesla’s going to be, you know, there’s a pretty, uh, going to be an interesting one. So we’ve got, you know, alphabet and Tesla today. Uh, next week we’ll get meta and, uh, meta and, uh, Microsoft actually a week from today, July 30th. Uh, the day after that we’ll get Apple. Uh, and then of course, so that’s six out of the seven. And then of course we’ve got to wait almost another month, uh, for NVIDIA. Yeah. Which I think is the 27th. Don’t quote me on that, but, uh, I know it’s in August, so it’s kind of like think of it as your headliner at a music festival. They’ll be the ones you’ve got to wait all afternoon for, sweat for, hydrate for, and hopefully they’ll deliver as a headlining act late in August. Yeah, August 27th, Barry, is what I’m seeing.
SPEAKER 04 :
They should be reporting the same day as Heinz, you know, because it’s kind of like anticipation. Yeah. Making you wait. That’s right.
SPEAKER 03 :
Yeah, hit the 57, right? That’s right. It’s making you wait. Yeah, but the, you know, in Tesla, I mean, it’s going to be a mixed bag. Just depends on, you know, expectation-wise have really kind of, certainly kind of been knocked down. I was seeing something in terms of California registrations for Tesla came in, down 21%, over 21% in the Q2. And for the first half of 24, they’re… California New Car Dealers Association and registrations are down 18.3%. We all know of Elon and not only his company is taking a hit, but his own brand. um i’ve taken a hit uh you know over the last you know to call it almost a year now um in terms of when right you know he became a big backer for uh you know for trump in terms of his uh his election um but uh you know overall uh that’ll be an interesting one most of it most of the interesting stuff is going to come in the earnings call for that because i’m assuming that the numbers you know aren’t going to be spectacular uh so it’s going to be you know um You know, the showman, you know, Elon, in terms of how he discusses those things. Alphabet, also an interesting one just because, you know, in terms of, you know, and that’s a name we own. Bill owns, we own that in the value portfolio. The main problem with Alphabet, obviously, is those AI challenges, them maintaining their dominance in search. as we’ve talked about a lot. And, of course, AI, the first step of AI is search. So they’ve been really under attack since AI kind of reared its head in terms of search. Now, they obviously, they’re pretty innovative, and they can zig when the market is zagging. And so it’ll be interesting to see. how that works out too for them uh from uh particularly from a commentary standpoint and how they’re navigating you know navigating that space as a whole um but uh you know it’s uh earnings week it’s you know especially like i said next week what we mentioned we got meta microsoft and apple next week we got next week’s going to be really jam-packed and so for the newsletter this week and certainly the newsletter next week with Bill’s S&P outlook and earnings estimates and what those look like going forward is going to be very insightful. This is the time where that’s probably the first section I turn to each week in the newsletter. So if you want to get Bill’s newsletter, feel free to give us a ring. Always reach out at 855-611-BEST. It’s 855-611-2378. He’ll get you signed up for the newsletter and Bill’s live trading email so you can keep up with what he’s thinking on a daily and sometimes a minute-by-minute, hour-by-hour basis. But give us a call. We’d always like to have a discussion with you, see what’s going on in your world. But we appreciate you spending the hour with us, and hope you guys have a great day out there. We’ll be back tomorrow.
SPEAKER 06 :
This show is not a solicitation to buy or sell any securities. Bill Gunderson or clients of Gunderson Capital Management may have long or short positions in stocks mentioned during the show. Past performance is not indicative of future performance. Gunderson Capital Management is a fee-based registered investment advisory firm. All accounts are held at Charles Schwab. Schwab is a member of SIPC and FINRA.
