After seven straight positive weeks, the market finally showed signs of slowing down. But beneath the surface, an important rotation may already be underway.
In this week’s update, Adam and Blake break down the recent pullback in growth stocks, why dividend-paying value companies are regaining momentum, and why cybersecurity may become one of the strongest areas of the AI economy moving forward.
In this episode:
- Why the S&P 500 may simply be pausing after a historic run
- The growing split between growth stocks and dividend-paying value stocks
- Why software stocks are beginning to rebound while semiconductor names cool off
- Cybersecurity companies leading the next phase of the AI market
- A closer look at Zscaler (ZS), CrowdStrike (CRWD), and Palo Alto Networks (PANW)
- How AI is changing cybersecurity pricing models and increasing demand
- The option strategy WealthGuard uses to manage risk in more aggressive positions
Adam and Blake also discuss why diversification, discipline, and having an exit strategy remain critical during volatile markets.
