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SOTS 2nd Hour: Off Target, Palantir’s Pullback, The Race to Replace Powell 8/20/25

Squawk on the Street

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Market Dynamics and ETF Evolution

This chapter examines the recent decline in Palantir shares amidst broader tech sector pressures and bearish analyst sentiments. It discusses the implications of AI adoption on various companies, contrasting resilient firms like NVIDIA with struggling application software companies, while also highlighting the growth of actively managed ETFs and their advantages over traditional mutual funds. The chapter underscores the importance of selective investing in a volatile market and hints at future developments in the streaming landscape with Disney's ESPN service.

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