Even as semiconductor stocks sell off and geopolitical headlines dominate, there are pockets of the market quietly delivering solid returns — and most retail investors are completely ignoring them. This week we explore the sectors and themes that are working when tech isn&#x27;t, and how to find opportunity in the chaos. Today&#x27;s Stocks &amp; Topics: Jackson Financial Inc. (JXN), Market Wrap, AvalonBay Communities, Inc. (AVB), 401k Allocations, DraftKings Inc. (DKNG), Stocks Beyond Tech: Where Is the Market Actually Working Right Now?, VICI Properties Inc. (VICI), Agree Realty Corporation (ADC), Best Stock Screeners, UGI Corporation (UGI), Avantis U.S. Equity ETF (AVUS), Vanguard Russell 3000 ETF (VTHR), The Dollar. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Justin Klein. Good afternoon, fellow investors, and welcome back to InvestTalk. This is our Wednesday, July 22nd, 2026 edition of InvestTalk.

A lot of moving parts of the markets. We are in the midst of earnings season, so we're going to get to a lot of that. And it's not just any earnings season. It's a very, very important one because we have a lot of MAG7 names reporting, the market digesting how their businesses are evolving. This is vital to the future of not just our market, but our economy as well.

It's so reliant on these names. We're going to dig into that and much, much more during this hour. I know we get caught up in the weeds sometimes in these types of topics, but we also try to spend time to zoom out, give you broader concepts so that it's not about making a decision today and tomorrow or next week.

But it's about building the skills, the tool set so that you don't need to tune in. We love that you tune into InvestTalk, but ideally at some point you're doing one of two things. You're either so good on your own that you don't need to tune in here or B, maybe you hire us, right? And we're doing it for you. And that happens a lot as well.

So either way, we are here to help you find one direction, a direction where you can consistently make good decisions with your money and you're doing it for you. And that's not only because you've embodied the principles, the smart principles of good decision making when it comes to your investment universe, your...

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

Read the full transcript

The candid version is on a podcast,
not the earnings call.

Stocks Beyond Tech: Where Is the Market Actually Working Right Now?

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.