As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging?
On this episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President, Investment Strategies at BNY, for a wide-ranging discussion on equity markets, artificial intelligence, interest rates and the evolving investment landscape.
Greg discusses why broader participation across the market could be a healthy development, including the recent strength of value stocks and sectors outside mega-cap technology.
The conversation also examines the next phase of the AI buildout. Which companies are enabling the technology? Which businesses are successfully adopting AI to improve efficiency and productivity? And which industries could face the greatest disruption?
Michael, Dominick and Greg also discuss data centers and AI infrastructure, energy markets, higher interest rates, healthcare, the K-shaped economy and what could shape markets through the remainder of 2026 and into 2027.
On this episode:
✔ The market beyond the Magnificent 7
✔ Value vs. growth and market broadening
✔ AI winners, adopters and potential disruption
✔ Data centers and AI infrastructure
✔ Higher interest rates and the economy
✔ Opportunities across energy, financials and healthcare
✔ The market outlook heading into 2027
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Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at www.adviserinfo.sec.gov. Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website, https://brokercheck.finra.org/