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The Rotation Conversation 7/12/24

Halftime Report

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Oracle Cloud and Market Insights

This chapter explores Oracle Cloud Infrastructure Services' growth amidst rising AI demand and highlights its competitive market positioning. It also reviews recent stock trends, including the Dow's performance and investment strategies from influential figures like Elon Musk. The discussion touches on upcoming earnings reports, price targets, and the evolving landscape of major players in the tech and healthcare sectors.

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