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Software vs. Semiconductors… And Big Box Battle 7/10/25

CNBC's "Fast Money"

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Market Movements and Sports Reflections

This chapter explores key financial trends in the stock market, particularly the rise of MP Materials due to a Department of Defense investment, and contrasts Walmart and Target's performance. It also touches on potential changes in leadership within a major retail company, the impact of COVID-19, and anticipation for upcoming earnings reports. Finally, the chapter transitions to lighter topics, discussing participation in the American Century Celebrity Golf Tournament and the significance of a new WNBA expansion franchise in Detroit, celebrating the growth of women's sports.

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