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Threats to the Momentum Rally 2/19/25

Halftime Report

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Evaluating Tech Stocks Amid AI Evolution

This chapter analyzes investment ratings and stock performances of key tech companies such as Salesforce, ServiceNow, and Adobe, particularly in the context of their AI capabilities. It highlights the contrasting futures of these firms, emphasizing the optimistic outlook for Salesforce and the concerns surrounding Adobe's competitiveness in the AI landscape.

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