"It's all AI" when it comes to market momentum, says Dale Smothers, though he sees the AI hype dialing back if crude oil stays above $100 a barrel. That said, earnings strength and strong demand lead Dale to believe the AI picture shows no substantial signs of weakness. He sees the S&P 500 (SPX) hitting 8,000 by the end of the year but not without global headwinds. Dale highlights Micron (MU), Oracle (ORCL), and Rocket Lab (RKLB) as some of his top stock picks.