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The Rally 6/7/23

Halftime Report

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The Potential for Leadership in the AI Revolution

I think what's clear is that this AI revolution has blindsided the market, blindsided investors, blindsided some companies. And now we're trying to play catch up in some sense. I think for the very first time, since 2019, we've identified the potential leadership for more than a moment. That would lead you to doing what? Erasing the you from the conversation of the earnings recession and having the expectation be it to be.

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