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23min chapter
S&P, Nasdaq Hit Record Highs: What to Buy Now
MRKT Call
Navigating AI Impact and Market Dynamics
This chapter analyzes the influence of generative AI on companies like Salesforce, amidst mixed earnings results and a recovering stock market. It explores the competitive landscape of software stocks, the implications of tariffs on Apple's market share in China, and the evolving dynamics of international relationships. Additionally, the chapter highlights macroeconomic indicators affecting investment strategies and the Federal Reserve's challenges in achieving a balanced job market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode