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The Big Week Ahead 7/21/23

Halftime Report

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The Effect of AI on the Bottom Line

The excitement around AI that perhaps fueled some of this run in the first half of the year, that's a longer term story. A pullback here shouldn't be something that surprises people because if people are looking to see this manifest in the earnings, it's just not going to happen. But of course, but that's why you are willing to pay higher multiples for those kind of stocks.

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