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SOTS 2nd Hour: Consumer Strength, “Insane” AI Chip Demand and Campbell’s Soup Meets Hoops 10/17/24

Squawk on the Street

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Industrial Demand and Regulatory Challenges in the Economy

This chapter explores the current trends in industrial activity and consumer demand, particularly with a positive outlook for the automotive sector amid potential interest rate drops. It also discusses challenges in the steel and metals industries, an SEC subpoena on accounting, and the vital role of railroads, while hinting at future discussions on China's housing market.

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