Raymond James Investment’s Matt Orton advises investors to capitalize on market dips, focusing on AI, capex, and reshoring for long-term growth. Despite concerns about a potential economic slowdown and Trump’s tariff stance with India, Orton believes a deal with India is still possible due to its strategic importance.
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.