Constellation provides direct exposure to the AI power shortage, but free cash flow and valuation require caution.
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6 Best Stocks to Buy Now in September 2026
Aug 30, 2026
The creator discusses the historical weakness of September for the S&P 500 and the current market environment characterized by high stock valuations, rising long-term interest rates, and strong corporate earnings. They highlight that while some companies are priced for future growth, others are trading below recent highs, and the bond market presents a warning. The episode will focus on six specific stocks to buy in September, considering factors like drawdowns, AI business growth, forward earnings multiples, and valuation-based upside potential, while acknowledging the risk of elevated interest rates.
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Tickers discussed in this post
Meta Platforms is the number one stock to buy, combining an even lower multiple, strong present growth, and the most compelling risk profile in the countdown.
S&P Global is ranked second as a clean combination of business quality, recurring revenue, and a reasonable purchase price, trading at a valuation compression below its 5-year average and offering downside protection.
Broadcom is a critical AI infrastructure supplier with extraordinary revenue acceleration, but its valuation is not obviously cheap, requiring near 12% long-term growth to justify the current price.
MSCI is trading at a compressed valuation of 27 times forward earnings, below its 5-year average, with strong fundamentals and recurring revenue, indicating undervaluation and offering significant upside.
Constellation Energy is a buy due to strong demand from data centers and AI, despite a recent net income fall and negative levered free cash flow margin.
Next Era Energy is a cautious income-oriented buy, with improved valuation and an attractive dividend, but high capex and interest rate sensitivity limit its ranking.
September has historically been the worst month for the S&P 500, with an average loss of 0.7% since 1948.