IN THE MEDIA

Fox Business: Stuck In Neutral

Rob Luna, CEO of Surevest Private Wealth, discusses why the market is having a hard time getting traction and the market message leading into next week. “Pick winners, don’t wait for momentum, don’t wait for the news to tell you it’s time to get in..find some of those good names and get ahead of the curve” says Rob.
Disclosure

more appearances

Putting Money to Work Right Now

09.02.26

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

08.12.26

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.