Where the experts are most active

Across 153 experts and 238 votes, high-yield credit is bearish, while calls on an October Fed hold are nearly split despite an 88% market YES price.

All five experts back a 6% Treasury yield before 2027 versus a 6% market YES price; Jesse Felder cited a technical target, while Daveed Rosenberg said that yield was needed to prevent losses.

• “leaves the target close to six percent”Jesse Felder · Thoughtful Money with Adam Taggart · 2026-10-15 · Episode
• “the 10-year note has to grip a six handle”Daveed Rosenberg · The Julia La Roche Show · 2026-10-20 · Episode

On inflation exceeding 4.5% in 2026, 11 experts say no and eight say yes against a 16% market YES price; Jim Bianco expects inflation around 3%.

• “So we're stuck at three ish percent inflation.”Jim Bianco · Thoughtful Money with Adam Taggart · 2026-10-20 · Episode

Across US stocks, 144 experts made calls in the 30-day window, up from 124 a week ago, while net sentiment eased to +0.19 from +0.25.

Small caps turned more bullish, from -0.09 to +0.18, while tech/Nasdaq cooled from +0.28 to +0.09.

Ed Carson and Steve Weiss switched from short to long, citing further market upside and seasonal strength in November and December, respectively.

• “we could definitely go a lot higher”Ed Carson · Stock Market Today With IBD · 2026-10-15 · Episode
• “November and December seasonally is a very strong period.”Steve Weiss · Halftime Report · 2026-10-19 · Episode

Stuart Widdowson saw attractive long-term, inflation-adjusted returns in small caps, while Chris Whalen said AI and technology stocks would keep declining.

• “the forward returns from these points post-inflation that potentially very attractive for the next 10 years.”Stuart Widdowson · Merryn Talks Money · 2026-10-19 · Episode
• “I do think you're going to see AI stocks and the broader technology complex continue to trade off.”Chris Whalen · The Julia La Roche Show · 2026-10-17 · Episode

Larry McDonald said a major stock-index crash was imminent, contrasting with Violeta Todorova’s view that the equity trend remained upward.

• “I think we're going to crash on the index. We're close.”Larry McDonald · The Julia La Roche Show · 2026-10-15 · Episode
• “the overall trend remains up and I'm still quite supportive of equities.”Violeta Todorova · Bloomberg Surveillance · 2026-10-19 · Episode

Across 124 experts, chip and AI-infrastructure sentiment remained positive at +0.40, but fell from +0.46 a week ago and +0.53 a month ago

CoreWeave grew more bearish, while Nebius swung bullish and ASML strengthened

Jim Cramer switched to shorting CoreWeave over the cost of borrowing at 15% to buy NVIDIA GPUs, while Vasu Kasibhotla saw a relatively low valuation against neocloud peers

• “The return on the investment is simply not big enough for CoreWeave to make money if they're borrowing at 15 percent to buy NVIDIA GPUs.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-19 · Episode
• “CoreView, at this point, compared to even its neocloud peers, obviously, is at a discount currently. relatively low valuation compared to its peers.”Vasu Kasibhotla · Bloomberg Intelligence · 2026-10-15 · Episode

Malcolm Ethridge favored NVIDIA over speculative chip alternatives and called ASML safer exposure to the chip value chain; Jim Cramer favored owning NVIDIA rather than trading it

• “NVIDIA is a great chip name to own. AMD is a great chip name to own.”Malcolm Ethridge · Halftime Report · 2026-10-16 · Episode
• “I can own ASML and be part of the value chain. I can own Taiwan Semi and be part of the value chain.”Malcolm Ethridge · Halftime Report · 2026-10-16 · Episode
• “My stance is own it, don't trade it.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-21 · Episode

Dan Ives called Nebius a buying opportunity, and Dustin Alper described it as a strong neocloud company

• “I just think these are buying opportunities for some of these names when you look at Nebius, CoreWeave, and some of the others across tech.”Dan Ives · CNBC's "Fast Money" · 2026-10-15 · Episode
• “I think both are, you know, strong, uh, neo-cloud companies”Dustin Alper · Buy Hold Rant - Stocks and Investing · 2026-10-21 · Episode

Big Tech podcast sentiment turned more bullish over the week, rising from +0.29 to +0.39 as the number of experts with calls grew from 93 to 121

Amazon made the largest move toward bullishness, from +0.27 to +0.57, while Meta remained strongly bullish and Oracle remained strongly bearish

Kate Rooney called Amazon her preferred hyperscaler investment, and Mark Gurman described its stock as attractive at approximately 20 times earnings

• “So my top pick is Amazon.”Kate Rooney · Closing Bell · 2026-10-15 · Episode
• “we think Amazon is an outstanding stock to own today, trading at just 20 times earnings or so”Mark Gurman · Bloomberg Tech · 2026-10-19 · Episode

Apple drew opposing views: Steve Grasso switched from long to short over drawdown concerns, while Dan Ives said AI monetization could add $75 per share

• “So there is going to be a drawdown. I don't know how much that drawdown is, but I think you wait.”Steve Grasso · CNBC's "Fast Money" · 2026-10-16 · Episode
• “we think $75 per share incremental is what AI and monetization adds to the Apple story.”Dan Ives · CNBC's "Fast Money" · 2026-10-15 · Episode

Oracle's bearish reading was echoed by Jim Cramer, who said investors should not own the stock

• “this is not a stock that I think you should own.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-15 · Episode

Across midterm outcomes, 90 experts made calls in the past 30 days, up from 74 a week ago; 171 of 235 votes back their respective YES outcomes.

Texas draws the clearest attention: 13 experts back a Democratic Senate win against six opposed, compared with a 64% market YES price, while all four experts expect the race to be within 5%, compared with a 70% YES price.

Sarah Isger and Logan Phillips see a Democratic Texas Senate win, but Justin Young expects Ken Paxton to win narrowly.

• “I think there's plenty of reasons to think that Tallarico will win, the Democrats win five seats in the Senate, and that this is the first wave election of the last two decades.”Sarah Isger · The Dispatch Podcast · 2026-10-16 · Episode
• “I think they're going to win Texas, and I think Kansas is a toss-up.”Logan Phillips · Breaking Points with Krystal and Saagar · 2026-10-20 · Episode
• “I still believe that he will eke it out”Justin Young · Politics Politics Politics · 2026-10-20 · Episode

Young switched to backing a close Texas race despite expecting a Paxton victory, while John Heilemann says James Talarico could beat Paxton roughly 49% to 48%.

• “I still believe that he will eke it out”Justin Young · Politics Politics Politics · 2026-10-20 · Episode
• “Tallarico could absolutely win 49 to 48 with, you know, with three.”John Heilemann · Hacks On Tap · 2026-10-20 · Episode

Steven C. Hayes and Sarah Isger expect South Carolina to stay Republican, while Jessica Taylor expects Democrats to win North Carolina’s Senate seat.

• “I just don't think it'll be enough.”Steven C. Hayes · The Dispatch Podcast · 2026-10-16 · Episode
• “South Carolina doesn't have that. So unless you're telling me that it's like a blowout, It would be very, very hard for the Republican candidate in this case to lose.”Sarah Isger · The Dispatch Podcast · 2026-10-16 · Episode
• “North Carolina in the Senate is going to flip to Democrats.”Jessica Taylor · Bloomberg Surveillance · 2026-10-19 · Episode

Across banks and financials, 83 of 113 votes are bullish, and net sentiment edged up to +0.50 from +0.46 a week ago, with 69 experts active.

Schwab fell from unanimously bullish to a narrower bullish majority, while Berkshire grew more bullish and Bank of America became evenly split.

Chris Whalen switched to short on Schwab, saying portfolio inaction costs shareholders billions, while Jim Cramer recommended buying it.

• “Schwab has not restructured their bond portfolio since COVID, and they're leaving billions of dollars on the table that should be going to shareholders.”Chris Whalen · The Julia La Roche Show · 2026-10-17 · Episode
• “I'm recommending it all by myself.”Jim Cramer · Mad Money w/ Jim Cramer · 2026-10-15 · Episode

On financials broadly, Tim Seymour found banks attractive if a severe credit cycle is avoided, but Steve Eisman said current valuations offer no attractive entry point.

• “I like Citi. I like banks. If we don't have, you know, a massive credit cycle here, then banks look interesting.”Tim Seymour · CNBC's "Fast Money" · 2026-10-19 · Episode
• “To me, it's just not that great an entry point.”Steve Eisman · The Real Eisman Playbook · 2026-10-16 · Episode

JPMorgan remained unanimously bullish among five experts, with Michael Santoli calling its earnings miss a buying opportunity; Ed Clissold said softer Basel III rules would reduce banks’ required capital.

• “the headline miss gave you an opportunity to buy a world-class franchise with some healthy trends in play.”Michael Santoli · Halftime Report · 2026-10-16 · Episode
• “we do expect some softening, and that will benefit the banks and the amount of capital that they have to set aside”Ed Clissold · Closing Bell · 2026-10-16 · Episode