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The Market Pullback 8/1/25

Halftime Report

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Navigating Healthcare and Tech Market Trends

This chapter analyzes the current state of Thermo Fisher and the broader biotech sector amid budget cuts, while also assessing the performance of major pharmaceutical companies. The discussion highlights key stocks like Oracle, NVIDIA, Qualcomm, Netflix, and Disney, providing insights into their market movements and growth potential. The chapter emphasizes selective investment in high-quality companies and anticipates future market trends as earnings reports approach.

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