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12min chapter
Russia Strike, Walmart Earnings
Bloomberg Intelligence
Regulation and Investment Shifts in Tech
This chapter explores the implications of the DOJ's proposal for Google to divest Chrome to address its search monopoly while analyzing the regulatory landscape surrounding major tech firms. The discussion shifts to investment strategies amidst evolving market conditions, emphasizing growth in the energy and financial sectors. Additionally, the chapter highlights the anticipated earnings growth for the S&P 500 and the need for more selective investment approaches as tech stocks face scrutiny over their valuations.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode