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SOTS 2nd Hour: Intel’s Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson’s Top Tech Picks 8/15/25

Squawk on the Street

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Market Movements and Semiconductor Sector Analysis

This chapter delves into significant market shifts, featuring UnitedHealth's notable stock rise spurred by a major investment, while also examining CoreWeave's sharp decline. Additionally, it discusses the impact of Applied Materials' poor quarterly results on the semiconductor sector and the potential risks tied to waning demand and regulatory challenges.

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