Investor Joe Terranova Buys These AI Plays With ‘Strong Momentum, Strong Fundamentals’ Joe Terranova sees opportunities in Twilio and Generac due to the AI trade, citing their strong momentum and fundamentals. Brian Belski highlighted Dick’s Sporting Goods, Academy Sports and Outdoors, American Airlines, Hyatt Hotels, and Eversource Energy as recent purchases, with a focus on retail, travel, and AI power. Stephanie Link touted Alcoa as a strong buy, anticipating significant aluminum demand growth.

• Joe Terranova reallocated funds to Twilio and Generac, citing their participation in the AI trade with strong momentum and fundamentals.
• Twilio benefits from agentic AI in messaging and voice, while Generac provides backup power for AI data centers.
• Brian Belski purchased Dick’s Sporting Goods and Academy Sports and Outdoors, seeing value in their retail operations and leisure exposure.
• Belski also invested in American Airlines and Hyatt Hotels for travel sector diversification and exposure to strong performers.
• Eversource Energy was highlighted as an AI power play with a significant dividend yield.
• Stephanie Link recommended Alcoa, projecting substantial aluminum demand growth and positioning Alcoa as a key beneficiary.