Joe Terranova highlights Twilio and Generac as AI-related picks
Twilio stock and Generac stock gain momentum as Joe Terranova backs AI and power See why these picks stand out, plus Starbucks and other market-moving ideas
Virtus Investment Partners chief market strategist Joe Terranova said on CNBC’s "Halftime Report" that he recently added Twilio and Generac to his portfolio, citing both companies’ momentum and fundamentals.
Terranova said Twilio is benefiting from agentic AI across messaging and voice, while Generac is tied to the need for backup power for AI data centers. He also noted that Starbucks looks attractive from a technical standpoint after a recent pullback.
The segment also featured other portfolio moves from investors Brian Belski and Stephanie Link, including buys in retail, travel, utilities, and aluminumrelated stocks. Several of the names discussed have outperformed or lagged the broader market this year, reflecting different views on sector rotation and growth themes.