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Level Up - Mark Tepper
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AI Stocks, Inflation & Oil Prices: What Investors Need To Watch Right Now

During this appearance on Mornings with Maria, Mark Tepper discussed the growing pressure inflation and rising gas prices are placing on consumers and the economy. He explained that while many Americans have not fully felt the economic pain yet due to tax refunds and increased liquidity, prolonged elevated oil prices could eventually slow economic growth.

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AI Stocks, Interest Rates, and Two Stock Picks

Mark Tepper joined Varney & Co. to discuss the market rally, the role interest rates and oil prices could play this summer, and why headlines around Iran may matter for investors. He also shared his view on Micron, explaining why AI memory demand may have a runway but should not be assumed to grow forever. Mark also discussed Meta and Progressive as two stocks his team has recently added to or purchased.

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Nvidia Expectations, Consumer Spending, and Nuclear Energy Investment Trends

Mark Tepper discusses why strong Nvidia earnings may not be enough to move markets higher as inflation, oil prices, and interest rates continue driving investor sentiment. He also breaks down consumer spending trends, energy sector opportunities, and why uranium and nuclear energy remain long term investment themes tied to AI infrastructure growth.

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Inflation, AI Chips, and Semiconductor Stocks

Mark Tepper joined Varney & Co. to discuss why inflation could become a bigger issue for Wall Street if gas prices continue squeezing consumers. He also explained why Nvidia’s advanced chips could become a major bargaining chip in U.S. negotiations with China. Mark shared his view on semiconductor stocks, why broader chip exposure may matter, and why he prefers Amazon over Alibaba because of weakness in the Chinese consumer. He also discussed Oracle, AI infrastructure spending, photonics stocks, Walmart’s efficiency push, and why he still likes United Rentals.

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We are the source in the financial world that journalists trust.

Leaders across the financial news spectrum—from CNBC to Fox Business to Yahoo Finance—turn to Mark Tepper and the experts at Strategic Wealth Partners for savvy insights on market changes, legislation, retirement planning, and more. Watch how Mark and the team from SWP share their knowledge live, on air.

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Wealth Resources

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We harness our experience, talent pool, and understanding of what concerns clients to create specialized tools that you only find at SWP. These impartial and proven proprietary tools tell you in clear language where you currently are and what you need to move forward.