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SOTS 2nd Hour: Nvidia Hits $4T, The Battle of the Kevins, Exclusive: Snap CEO 7/9/25

Squawk on the Street

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Nvidia's $4 Trillion Milestone and Market Dynamics

This chapter explores Nvidia's unprecedented rise to a $4 trillion valuation, examining its strong cash flow and competitive positioning in the tech industry, particularly against giants like Microsoft and Amazon. It discusses the current state of the stock market, touching on the implications of tariff talks and trader psychology in the context of momentum trading and earnings expectations. Additionally, the chapter highlights significant market events, including stock movements of biopharma and advertising companies, reflecting broader economic trends.

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