Episode Details

Momentum stocks have suffered one of the sharpest reversals in years, leaving investors wondering whether the worst is behind us or if another leg lower is still ahead. Lance Roberts looks at what caused the momentum crash, why crowded trades can unwind so quickly, and whether the recent rebound is signaling a durable recovery or simply a temporary relief rally. We'll also discuss what history suggests about momentum reversals, portfolio diversification, risk management, and the technical signals investors should watch before increasing exposure to high-growth stocks. 0:00 INTRO 1:01 - Markets End a Negative July 4:42 - Maybe Not the Buy-the-Dip Opportunity 11:10 - Is the Momentum Crash Over? 17:06 - The Retail Side of Levered Trade 21:09 - The Cap-ex Spend is Real 22:39 - Proportion of S&P 500 Co's Beating Earnings Estimates 26:15 - Is the Correction Over? 29:35 - Bet on Nothing - Trade on Environment You're Given 33:58 - Sector Analysis 35:38 - The AI Bear Case - Three Arguments 39:26 - Hyperscaler Cap-Ex 41:38 - Circular Financing Myth 44:33 - Is AI Revenue Fake? 46:50 - Positioning for Either Outcome Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/XLZMmL1p-H0 ------- Articles mentioned in this report: "AI Bear Case: What Skeptics Get Right And Wrong" https://realinvestmentadvice.com/resources/blog/ai-bear-case-what-skeptics-get-right-and-wrong/ "The Momentum Crash: Is It Over?" https://realinvestmentadvice.com/resources/blog/the-momentum-crash-is-it-over/ -------- Watch today's "Before the Bell" premarket commentary, "Market Bounce or More Chop?" https://youtu.be/gGQUeec8J9w ------- Watch our previous show, "Mid-Year Financial Checklist" https://youtube.com/live/2oESMTD2Cqg?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Social Security Planning: More Income, Less Worry," Thursday, August 6, 2026: https://streamyard.com/watch/tQ3PS8hd64mt --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #SP500 #Investing #TechnicalAnalysis #RiskManagement #MomentumInvesting #MarketOutlook