“Our top three picks continue to be the same as last year because one holds on to stocks for multi-year cycles unless one genuinely believes that either the external environment is completely changed or the hypothesis has turned on its head which has not happened, frankly.”
US Stocks: Nasdaq, S&P end lower as tech megacap declines outweigh upbeat chip outlook
Indian markets saw a mixed close on Thursday. While the Nasdaq and S&P dipped due to Big Tech’s AI spending concerns, the Dow edged higher.