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SOTS 2nd Hour: AI Arms Race, Tariffs Hit Prime Time, Big Banks Downgraded 7/8/25

Squawk on the Street

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Rethinking Tariffs: A Targeted Approach to Trade

This chapter explores the U.S. administration's strategy on implementing tariffs, emphasizing a more focused approach on specific sectors instead of blanket measures. It examines the historical context of targeted tariffs and sets the stage for discussions on significant personnel changes at Meta and NVIDIA's market valuation potential.

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