Bridget Bennett

AI stocks like Lumentum, Dell and Everpure are selling off even as they report sold-out capacity and raised guidance, compressing valuations as analysts watch earnings revisions for a bottom.

AI hardware stocks slid on demand fears, but Chaikin Analytics says sticky-demand software and chip names like Palantir, ServiceNow, CrowdStrike and AMD could lead a post-midterm rally.

AI spending is less than 15% complete in Dan Ives' view, with NVIDIA, Palantir, Meta and the neoclouds anchoring a bull run he sees lasting 2 to 3 more years.

Lincoln National, AbbVie and Phillips 66 offer dividends that pay investors through midterm volatility, backed by rising rates, steady drug demand and oil risk.

MercadoLibre, Novo Nordisk, Tyler Technologies and Summit Therapeutics trade below recent highs, yet each has earnings or catalysts that could shift sentiment.

Teradyne, Grail, Kratos Defense, FormFactor and Fabrinet have pulled back despite strong growth, setting up potential entry points in robotics, quantum and AI.

The Randolph encampment is seen in St. Paul, Minn., on Oct. 8, 2026. (Bridget Bennett/MinnPost/CatchLight Local/Report for America via AP)

Almonty Industries, Kopin and Cullinan Therapeutics trade under $20, and each faces a near-term catalyst: China tungsten curbs, CES and a February FDA decision.

An exterior view of MGM Grand hotel and casino, after MGM Resorts shut down some computer systems due to a cyber attack in Las Vegas, Nevada, U.S., September 13, 2023.

Rising rates from a $2 trillion deficit and AI borrowing could stall the bull market. Mark Skousen favors pipelines, copper, uranium and a gold royalty play.