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Stocks Advance Their Record Run, Oracle Surges, Trump and a Potential TikTok Sale 6/30/25

Squawk on the Street

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Market Trends and Investor Behavior

This chapter explores the recent dynamics of the stock market, highlighting a rally led by financials and industrials while critiquing an overreliance on Federal Reserve signals. It contrasts retail investor interests, particularly in tech giants like Apple and NVIDIA, with institutional investors' concerns over monetary policy. The discussion also touches on recent acquisitions, emerging contenders, and the evolving landscape of the data center market.

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