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S&P, Nasdaq Hit Record Highs: What to Buy Now

MRKT Matrix

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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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