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4min chapter
The Fate of the Rally 10/16/24
Halftime Report
Tech Performance Analysis
This chapter analyzes the impressive performance of United Rentals compared to major tech firms like Amazon, while delving into ASML's disappointing earnings and its implications for investors. Additionally, it explores the semiconductor industry's valuations, AI demand impacts, and the challenges faced by the energy sector in powering data centers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode