Costco (COST) is a good company to own during times of rampant inflation, says Joe Tigay, as he explains the value opportunity he sees in the stock following Walmart (WMT) earnings. He also likes Berkshire Hathaway (BRK/B) due to its "very defensive" nature and Caterpillar (CAT) due to its tight ties in the AI buildout. Rick Ducat turns to his technical analysis of the stock charts to offer more insight into bullish and bearish trends for each name.