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Rethinking the AI Trade 9/5/25

Halftime Report

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Market Pulse: Labor Data and Sector Insights

This chapter explores recent labor market data and its effects on Federal Reserve policy, alongside investor sentiments regarding consumer strength and banking prospects. It highlights the performance of small-cap stocks and the decline of tech giants like NVIDIA, while also discussing strategic investments in the financial and healthcare sectors. Emphasizing stock selection, the speakers analyze specific companies within the underperforming healthcare sector to uncover potential opportunities.

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