BofA’s Favorite Non-AI Stocks. Plus, Nvidia’s Penny Dividend

In the Barron's Streetwise podcast, Jack Howe and Alexis Moore discuss the stock market, focusing on 2026 predictions and the role of dividends. Jack expresses skepticism about overly confident forecasts, referencing reports from Barclays and others, and highlights the high valuation of the S&P 500. He then pivots to the importance of dividends, particularly Nvidia's, as a hedge against market downturns, drawing historical parallels to the dot-com bubble and the Dutch East India Company. The conversation shifts to non-AI stock picks with TJ Thornton from BofA Securities, who shares insights on stocks like Eversource, Freeport McMorrin, and Keycorp, emphasizing the potential neglect of non-AI stocks and the importance of stock picking amid market differentiation. The discussion also touches on the current undervaluation and potential future importance of dividends in investment strategies.