Big Tech's AI Arms Race 5/10/24
CNBC's "Last Call"
00:00
Market Insights and Investment Strategies for Various Sectors
Exploring a bullish outlook for December and recommending defensive portfolio positioning in sectors like healthcare, utilities, financials, and communications. The conversation delves into analyzing sectors with recent downturns but relative strength, discussing legacy companies like Disney and Toyota, and questioning the robust economy in light of high credit card debt.
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