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equity portfolio: ETMarkets Fund Manager Talk: Despite valuation concerns, this AMC's equity portfolios remain 95% invested

Motilal Oswal Asset Management maintains equity investments with 1-3% cash positions. Chaturvedi foresees strong FY25 earnings and investment potential in new-age technology, healthcare, manufacturing, and NBFCs, amidst favorable market valuations and exit load adjustments. He also says that Motilal believes that the midcap and smallcap stocks might have higher growth in the future. ....

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Palantir Stock (NYSE:PLTR): Turning Into a Free Cash Flow Powerhouse

As a Palantir (NYSE:PLTR) shareholder, I couldn’t be happier with its ~35% post-earnings surge. The AI-driven data analytics and intelligence software company impressed investors, highlighting strong traction in bootcamps, growing AIP (Artificial Intelligence Platform) adoption, and improving profits. Management expects continued acceleration in its Commercial division. In the meantime, Palantir is gradually turning into a free cash flow powerhouse. That said, while I will remain invested in Pal ....

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Tesla Stock: The Ripple Effect - A New Chapter In Leadership Dynamics (NASDAQ:TSLA)

Tesla Stock: The Ripple Effect - A New Chapter In Leadership Dynamics (NASDAQ:TSLA)
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