During CNBC's 'Halftime Report,' Joe Terranova, chief market strategist for Virtus Investment Partners, expressed his bullish stance on Twilio and Generac, citing their strong momentum and fundamentals as they capitalize on the growing artificial intelligence market. Twilio has seen a 60% increase in its stock price year to date, while Generac's shares have more than doubled.
Terranova also mentioned Starbucks as a stock with technical appeal, despite its recent decline. Additionally, investor Brian Belski shared his recent purchases, including Dick's Sporting Goods and Academy Sports and Outdoors, both of which have underperformed the S&P 500 this year.
Belski also invested in American Airlines and Hyatt Hotels, emphasizing Hyatt's strong performance in the hotel sector. Lastly, Stephanie Link highlighted Alcoa as a strong buy, projecting significant growth in aluminum demand by 2030