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The Next Great Rotation… And Wall Street Sours on Coreweave 7/8/25

CNBC's "Fast Money"

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Market Shifts and Bank Stocks

This chapter explores the recent changes in financial markets, particularly the movement away from bank stocks in anticipation of earnings announcements. The discussion highlights the valuation levels of major and regional banks, emphasizing the distinct challenges and opportunities they face. Analysts maintain a positive outlook for major banks, while also acknowledging the resilience of companies like Walmart amidst market uncertainties.

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