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seekingalpha.comPOSITIVO

These sectors are still returning cash to shareholders amid AI buildout needs – BofA

[Three stacks of coloured coins] Richard Drury As artificial intelligence capital expenditures continue to surge, a stark divide has emerged between technology giants strapped for cash and old economy sectors flush with returns for investo…

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seekingalpha.comPOSITIVO

Out of mega-cap and into financials and healthcare, says Janus Henderson’s Jeremiah Buckley

[An arrow points up] Richard Drury Jeremiah Buckley, portfolio manager at Janus Henderson, sees significant opportunities for investors to diversify beyond mega-cap stocks (MAGS [https://seekingalpha.com/symbol/MAGS]), (MAGX [https://seeki…

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