The Investing With IBD podcast features Dr. Thomas Carr (Dr. Stoxx) to map out investment strategies for 2026, building on market influencers from 2025 such as the Fed's measured easing and President Trump's tariff plans. The conversation explores the impact of enormous CapEx spending on AI services by major tech companies, which could yield a 30% increase in earnings per share for data-centered companies. Dr. Carr recommends Emcor, HowMet, gold, silver, and Micron from his previous appearance, and highlights gold and silver miners as potentially the best trade for the first half of 2026. He also suggests Seagate, Caterpillar, VRT, and LAM Research as stocks to watch, emphasizing sector rotation and the importance of macroeconomics over technicals.
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