Closing Bell Closing Bell: Trading a Busy Week for Stocks 1/26/26
12 snips
Jan 26, 2026 
Adam Parker, equity strategist focused on risk management and earnings-season dynamics. Sherry Paul, Morgan Stanley private wealth advisor specializing in AI, supply chains, and allocation. They discuss Fed week and chair speculation. They debate earnings-season risks and whether estimates are too high. They outline how to position versus big-cap tech and which parts of tech to own amid volatility.
AI Snips
Chapters
Transcript
Episode notes
New World Order Raises Tech Urgency
- Global 'new world order' talk raises urgency to reimagine supply chains and accelerate AI automation.
- Sherry Paul argues every company must become a tech company or face extinction events.
Favor Broader Market Exposure
- Lean into the 'other 473' companies rather than concentrate in the MAG-7.
- Diversify into sectors adopting AI to capture broad profit improvement, especially healthcare.
Software Faces High AI Vulnerability
- Software subcategory is vulnerable to advanced AI disruption and is being underweighted.
- Sherry Paul highlights convergence of corporate and government AI spending driving hyperscaling.