Markets Brace for Nvidia 11/20/24
Halftime Report
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Strategic Stock Moves
This chapter analyzes recent trading decisions in the software and financial sectors, focusing on increased investments in EPAM Systems and Paycom, as well as strategic reductions in Blackstone, Booz Allen, and Health Equity. It also highlights the positive momentum of Vertiv and discusses Leidos' challenges while recognizing its potential in various markets.
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