Encore: The Market Beyond Big Tech

ENCORE EPISODE | The Market Beyond Big Tech

As the market broadens beyond Big Tech and the Magnificent 7, where could new opportunities be emerging?

In this encore episode of The Lebenthal Report, Michael Hartzman and Dominick Tavella are joined by Greg Scozzari, CFA, Senior Vice President, Investment Strategies at BNY, for a wide-ranging discussion on equity markets, artificial intelligence, interest rates and the evolving investment landscape.

Greg discusses why broader participation across the market could be a healthy development, including strength in value stocks and sectors outside mega-cap technology.

The conversation also examines the next phase of the AI buildout. Which companies are enabling the technology? Which businesses are successfully adopting AI to improve efficiency and productivity? And which industries could face the greatest disruption?

Michael, Dominick and Greg also explore data centers and AI infrastructure, energy markets, higher interest rates, healthcare, the K-shaped economy and the forces that could shape markets through the remainder of 2026 and into 2027.

In this episode:
✔ The market beyond the Magnificent 7
✔ Value vs. growth and market broadening
✔ AI winners, adopters and potential disruption
✔ Data centers and AI infrastructure
✔ Higher interest rates and the economy
✔ Opportunities across energy, financials and healthcare
✔ The market outlook heading into 2027

Revisit this conversation for insights into how market leadership may be evolving beyond Big Tech—and what that could mean for investors.

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This program is for informational purposes only and should not be considered investment advice. Views expressed are subject to change based on market conditions.