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Market Rallies on U.S.-China Trade Deal, Pharma Stocks Slide on Trump Executive Order News 5/12/25

Squawk on the Street

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Market Insights and Sector Analysis

This chapter explores the current dynamics within the pharmaceutical and tech sectors, highlighting stock valuations and recent market activities. Emphasizing significant developments in drug pricing alongside the natural gas industry's role in energy independence, the discussion includes the impact of IPOs and M&A on market trends. Additionally, it analyzes major players like NVIDIA and their prospects amid shifting political and economic landscapes.

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