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Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

The Compound and Friends

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Shifting Powers in Tech Stocks

This chapter explores the changing dynamics of the stock market, focusing on the rising influence of semiconductor companies like NVIDIA and tech giants like Microsoft, while Apple's role diminishes. The discussion highlights the potential risks associated with heavy investments in artificial intelligence and the dependence on a few mega-cap leaders for sustaining a bull market. Additionally, it analyzes the implications of recent earnings reports and the competitive landscape for tech talent among major companies.

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