Hilary Kramer's Case for 7,500 SPX, Bull Cases in HIVE, ROKU, CVNA & OPEN

Hilary Kramer says investors need to be "incredibly selective" when it comes to 2026, noting three strong years in the SPX serving as a headwind to similar performance this year. She favors "defensive technology" in small to mid-cap names. She offers her bull cases in HIVE Technologies (HIVE), Roku Inc. (ROKU), Carvana (CVNA), and Opendoor (OPEN). As for the Mag 7, Hilary favors Amazon (AMZN) and Microsoft (MSFT).

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