TJ Thornton, Head of Research Marketing at BofA Securities, discusses the firm’s latest insights on non-AI stocks. He shares 16 favorite stock picks, highlighting names like Eversource and Freeport, and explains why focusing on these stocks is crucial as AI hype cools. The conversation shifts to Nvidia’s minimalist dividend, signaling broader market shifts, while discussing historical perspectives on dividends and their importance in a balanced portfolio. With insights on market trends, Thornton emphasizes opportunities in overlooked sectors.
