The market continues to climb, with the Dow posting its ninth straight positive week and technology stocks driving much of the momentum. But while AI and semiconductors continue making headlines, another overlooked sector may be quietly setting up for opportunity.
In this week’s update, Adam and Blake discuss why they believe we’re firmly in a bull market, how AI spending is creating winners far beyond technology, and why energy stocks deserve a closer look.
In this episode:
- The Dow Jones breakout above 50,000 and what it could signal for markets
- Why the Nasdaq continues to lead thanks to AI-driven growth
- How companies like Micron are benefiting from massive AI infrastructure spending
- Why software stocks may be staging a comeback after months of pressure
- The growing role of cybersecurity and enterprise software in the AI economy
- Why energy stocks could offer diversification and value after lagging the market
- How oil supply, global demand, and strategic reserves may support energy companies going forward
- Why diversification remains critical even during strong bull markets
At WealthGuard Advisors, we focus on building portfolios that balance growth opportunities with risk management, diversification, and long-term planning.
