Jensen Sticks to Long-Term Winners Like Apple and Microsoft While Passing on Nvidia's AI Hype

Jensen Investment Management looks for stocks with at least 15% return on equity for 10 consecutive years, crossing Netflix and Nvidia off their list.

Apple, Microsoft, and Broadridge meet Jensen's criteria and were held through 2022's market turmoil.

Nvidia surged in 2023 on AI hype, but Jensen sees its gains as hard to consistently replicate.

U.S. stock futures edged up Monday with bank earnings ahead and all eyes on the Fed's Jerome Powell on Thursday.

Pfizer and Moderna shares fell on lower COVID vaccine demand while Manchester United dropped as a Qatari bid was withdrawn.