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A Bubble in Tech? 8/19/25

Halftime Report

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Tech Giants and Cybersecurity Insights

This chapter explores the remarkable journey of Google's IPO and the growth of major tech companies, with a particular emphasis on Amazon's AWS profitability for AI advancements. It also examines the current landscape of technology ETFs and highlights the impressive performance of Palo Alto Networks in the cybersecurity sector, despite broader market challenges. The discussion suggests a long-term investment perspective in cybersecurity, pointing out that strong demand persists amidst recent fluctuations.

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