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The S&P’s March Towards A Fresh Record… And Nike Reports Results 6/26/25

CNBC's "Fast Money"

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Consumer Trends and Investment Picks in Retail and Semiconductors

This chapter explores recent findings on consumer spending in the discretionary retail sector, emphasizing the role of the labor market. Experts discuss caution regarding future consumer behavior and provide final trade recommendations focusing on companies like Nike and the semiconductor industry.

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