Housing and AI stocks rally amid energy deflation, Jon Najarian notes

Housing and AI stocks rally amid energy deflation, Jon Najarian notes
Housing and AI stocks show strength

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.

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