Deven Choksey backs power and large-cap stocks for 2026
Deven Choksey, Managing Director of DRChoksey Finserv, sees selective opportunities for 2026, favouring large, fundamentally strong companies while warning that elevated valuations could weigh on broader mid-cap and small-cap performance.
Choksey is particularly bullish on the power and power ancillary space, identifying transmission and distribution as a key growth area. “We believe that the power and power ancillary segment is likely to fetch a higher amount of demand growth,” he said,
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Read MoreIndowind Energy Share Price
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Read MoreBroadcom Isn’t Cheap But Will It Still Power Higher?
Broadcom has quietly become one of the biggest winners of the AI boom. Shares have soared over the past two years as demand for AI infrastructure exploded, and even after a recent pullback of more than 5% from November highs, the stock is still up over 50% this year.
That short-term dip raises an obvious question: Is Broadcom finally offering a better entry point,
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Read MoreDow Jones futures slip slightly ahead of holiday-shortened session
Dow Jones futures decline 0.11% to trade near 48,700 during the European session on Wednesday, while S&P 500 and Nasdaq 100 futures also decline, edging lower 0.10% and 0.09% to below 7,000 and 25,800, respectively. The New York Stock Exchange will close early for Christmas Eve and remain closed on Thursday for Christmas Day.
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Read MorePERSONAL FINANCE: Change to retirement catch-up contribution rule in 2026
The year is coming to a close rapidly, making it peak season for assessing — and, in many cases, reassessing — contribution options related to retirement savings accounts.
A major factor worth considering heading into the new year are changes to the SECURE 2.0 Act’s catch-up contribution rule. The changes begin on Jan.
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Read MoreThe Burst
Is Oracle a Buy on the Dip?
Shares surged after the company revealed a massive agreement reportedly worth up to $300 billion to supply computing capacity to OpenAI. But the excitement didn’t last.
Over the past three months, Oracle stock has fallen by over a third, forcing investors to ask a hard question, did the market overreact on the way up,
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Read MoreThe Ivy
Tesla’s Big Bet on Robotaxis Is Getting Pricier
CEO Elon Musk has made it clear that Tesla’s future won’t be defined by cars alone. The company wants to become a dominant force in autonomous transportation and mass-produced robotics, with Musk floating the idea of producing up to one million Optimus robots annually by the end of the decade.
The ambition is enormous.
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Read MoreThe Spotlight
AMD Is Positioning Itself for the Next Leg of AI Spending
For much of the AI boom, Advanced Micro Devices has played the role of the talented understudy, high potential, often overlooked, and inevitably compared to Nvidia’s runaway success.
Over two years, AMD’s stock has surged more than 3x, yet Nvidia has soared over 12x. The gap speaks less to AMD’s capabilities and more to how dramatically AI data center spending favored Nvidia early on.
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