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Markets Look for Soft Landing as Investors Reset Positions, Eye AI and Healthcare

  • The market is weaker recently but analysts see no signs of panic or bear trends, just a garden variety correction.
  • As business resumes, top investors are pivoting to AI, biotech, clean energy, and consumer staples like Keurig Dr Pepper.
  • Key stocks in focus include Nvidia, Microsoft, Amazon, and Chevron; analysts bullish on Nvidia earnings.
  • Morningstar recommends investors sell overvalued stocks and buy healthcare names like GE.
  • Pros say some non-tech firms already capitalizing on generative AI's money-making potential.
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