Joe Terranova Buys Twilio, Generac as AI Trade Lifts Stocks Up 60% and 100%

2 articles · Updated · CNBC · Jun 2

Terranova said he recently reallocated funds into Twilio and Generac, betting both can keep benefiting as AI remains the market’s dominant theme.
Twilio has surged about 60% in 2026 on demand tied to agentic AI, messaging and voice, while Generac has more than doubled as investors embrace backup power for AI data centers.
He also flagged Starbucks as a technical trade, citing support near moving averages and a stop at $91; the stock is still up almost 14% year to date despite a nearly 10% monthly drop.
Elsewhere on the same CNBC segment, Brian Belski said he bought Dick’s, Academy Sports, American Airlines, Hyatt and Eversource, while Stephanie Link called Alcoa a strong buy after a 58%-plus gain.

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