IN THE MEDIA

FOX BUSINESS: Stocks Choppy After Mixed Bank Rankings

Surevest Private Wealth CEO, Rob Luna, sits down with Charles Payne to discuss the current market consolidation, the importance of your long term investment thesis in times of volatility and the individual stocks that are rallying through the uncertainty.


 

Putting Money to Work Right Now

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’ Making Money to break down where he’s putting money to work in a shaky market — and why small-cap AI names could be the next Microsoft or Google. Rob covers GitLab’s blowout earnings, an under-the-radar AI marketing play, Monday.com’s quiet turnaround story, and what he’s telling entrepreneur clients about navigating the Fed and inflation right now.

The AI Stock Picks Fueling the “Flatter Companies” Era

Valtrion CEO Rob Luna joins Charles Payne on Fox Business’s Making Money to break down his thesis on “flatter companies” – businesses cutting management layers and headcount while leaning harder into AI, automation, and fractional expertise.