More AI Gains Ahead — Stocks To Buy After The Tech Correction

After last week’s tech correction, Paul Meeks says we’re “mostly out of the woods” and the AI rally isn’t done. He reveals the stocks he sees with the biggest upside — including his highest‑conviction pick for the rest of the year. 00:00:00 Introduction 00:00:17 Tech Correction Outlook 00:01:26 Top Mag 7 Picks 00:02:23 Tesla & SpaceX Bear Thesis 00:03:25 SpaceX Valuation Analysis 00:04:28 Apple's AI & Services Outlook 00:06:47 Upgraded AI Infrastructure Stocks 00:09:03 AI Infrastructure Buying Opportunity 00:09:19 AI Infrastructure vs. Nvidia 00:10:34 Overcrowded AI & Software Risks 00:11:35 Microsoft Software Safe Haven 00:12:14 AI Trade Future Outlook 00:13:03 AI Thesis Warning Signals 00:13:59 Retail Portfolio Allocation 00:15:09 Rapid Fire: This or That Recorded: August 3, 2026 Subscribe | http://t.st/TheStreetTV Earn. Live. Invest. | https://www.thestreet.com/ TheStreet Pro | https://pro.thestreet.com/ #Investing #Stocks #WallStreet Camera: Julian Pinto & Shawn Elias Producers: Caroline Woods & Rebecca Mezistrano