VIDEO: Joining Yahoo! Finance to Talk Nvidia and Other Tech Favorites
We joined the "Morning Brief" team to explain why EPS growth is key for the market’s start to 2026, and much more.
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TheStreet Pro Portfolio's Chris Versace paid an extended visit with the "Morning Brief" team at Yahoo! Finance on Monday morning, covering a range of topics as we get ready to close out 2025 and start the new year.
In the first segment, Chris explains that the Portfolio sees the December quarter earnings season and corporate guidance as a critical factor for how the market starts 2026. He also discusses why the Portfolio doesn’t chase momentum but leverages its fundamental, technical and thematic framework to remain disciplined. To that, Chris adds why the smart move is to prudently trim big gains when a position explodes higher.
In the second segment, Chris and host Brian Sozzi dish on Nvidia’s (NVDA) Groq acquisition, with Chris explaining why we could see more M&A deals to come, and why that keeps us bullish on Morgan Stanley (MS) and Bank of America (BAC) shares.
He closes out the segment by sharing why our focus, when it comes to AI, is on adoption and usage, and how we’ve positioned the Pro Portfolio accordingly.
More Pro Portfolio
- Shuffling Our Chip Mix, Setting a Broadcom Price Target With 4 Trades
- Stocks & Markets Podcast: The Market Setup and Pro Picks for 2026
- Weekly Roundup: The Market Rebounded and Now We'll See if Santa Claus Comes This Year
At the time of publication, TheStreet Pro Portfolio was long NVDA, MS and BAC.
