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Jon Najarian, co-founder of Market Rebellion, highlights bullish trends in housing and AI sectors. Najarian points to strong performance in names like DHI, HD, SHW, as well as AI-driven opportunities for CAT and GNRC tied to data center demand.
He also mentions solid earnings growth and describes the market environment as a young bull market, while emphasizing that energy deflation remains a significant tailwind for investors.
Najarian previously shared his outlook on SPCX trading ahead of the Rebel's Edge show in a market preview. He also highlighted GNRC, along with HPE, LAC, and MRVL, as stocks to watch in a recent roundup of notable tickers. These observations add context to his current focus on sector momentum and earnings trends.