08:02 AM EDT, 04/10/2024 (MT Newswires) -- It's not all about the mega caps heading into earnings season, Josh Brown of thecompoundnews.com said on the podcast Tuesday night. "Companies like Eaton (ETN) and Emerson Electric Corp. (EMR) and all sorts of industrials and materials names, they look like they're AI stocks. These stocks are vertical," Brown said. "Look at WAB, this is Westinghouse Air Brake ( WAB ) . This company makes parts for locomotives. That's what I see when I do my work. Those are the stocks that have something to prove now," Brown said.

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