Mphasis and Glenmark Among Jay Thakkars ShortTerm FO Picks Amid Market Caution US and Iran Signal Potential Progress in Talks but Key Disputes Over Uranium and Strait of Hormuz Tolls Remain AI Drug Discovery Poised to Accelerate Treatments for Brain Conditions Like MND AMD Commits Over 10 Billion to Taiwan AI Market Expanding Chip Production and Partnerships Oil Price Reversal Highlights Persistent Geopolitical Risk Premium in Crude Markets Kevin Warsh Poised to Enter Fed Amid Internal Debate Over Interest Rate Cuts Samsung Electronics Chip Division Workers Reach Tentative Deal for Record Bonuses Amid Strike Resolution