Joe Terranova said he sees opportunity for both Twilio and Generac as artificial intelligence trading continues to dominate the market. Terranova said on CNBC’s “Halftime Report” Tuesday afternoon that he recently reallocated money to these two stocks. “The two names that I bought are Twilio, which is a software name that’s working really well, benefitting from agent AI, touch messaging and voice, and Generac,” said Virtus Investment Partners’ chief market strategist. “Generac is now joining the AI power story as a backup power source for AI data centers. Both names have strong momentum and strong fundamentals.” Twilio stock is up about 60% since the beginning of the year, while Generac stock has more than doubled in the same period. Terranova also highlighted Starbucks as his current favorite customer from a technology perspective. “There’s a nice pull back into the moving average support here. We’re using 200 days and we’re stopping at $91,” he said. Starbucks stock has risen about 14% since the beginning of the year, but has fallen nearly 10% over the past month. SBUX YTD Mountain Starbucks Stock Price YTD During the show, investor Brian Belsky also revealed that he recently acquired Dick’s Sporting Goods and Academy Sports and Outdoors. Belsky called Dick’s Sporting Goods a “great retailer” that has “done a really great job” and the Foot Locker integration was a catalyst. Meanwhile, small-cap Academy Sports offers exposure to “leisure camps,” and Belsky believes the company has earning potential. Both retail stocks have underperformed the S&P 500 since the beginning of the year. Dick’s stock is up nearly 9% in 2026, and Academy is up another 3%. DKS YTD Mountain Dicks Sporting Goods Year-to-date Stock Price In the travel sector, Belsky bought American Airlines stock. This was a strategy to take some of the gains from United’s rise and diversify its portfolio. The investor also recently bought stock in Hyatt Hotels. “Hyatt has done a great job in the hotel space. I don’t think they actually own enough properties, but from a perspective of where travelers go, Hyatt makes a lot of sense,” he said. For the final deal on the show, Belsky highlighted Eversource Energy, another AI power play that offers a nearly 5% dividend yield. In the same segment, investor Stephanie Link also touted Alcoa as a strong buy. The stock is already up more than 58% since the beginning of the year. “This is a fairly new position for me,” said Link, chief investment strategist at Hightower Advisors. “I think aluminum demand growth will be 40% between now and 2030. They’re the winners.”
