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Microsoft and Alphabet’s Moment of Truth 1/30/24

Halftime Report

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Banking Sector Upgrades and Short Selling Scrutiny

Analysts discuss recent upgrades in the banking sector by Morgan Stanley, highlighting strong performance and breakout trends in large cap banks like Goldman Sachs and JPMorgan. The chapter also examines a $2 billion for-profit education company under scrutiny by a noted short seller, including debates on its business model and impact on federal student loan programs.

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