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AI rally splits the CNBC Investing Club's book ahead of July monthly meeting

7/19/2026

Three holdings in the CNBC Investing Club's portfolio caught the AI rally since the prior monthly meeting, while three others moved in the opposite direction over the same period.

The club's July Monthly Meeting is where that split gets examined. The portfolio divide The CNBC Investing Club's book enters the July meeting period cut in two by momentum.

Three names rode the AI-driven bid to the top of the performance table since the last gathering. Three others fell out of favor across the same stretch.

The pre-meeting preview does not name the stocks, attach price figures, or attribute specific catalysts to either group.

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