Tech’s Divergence In The Second Half… And Retail’s Holiday Expectations 11/22/24
CNBC's "Fast Money"
00:00
Market Resilience Amidst Geopolitical Tensions
This chapter explores the remarkable rise of the Dow and S&P indices despite ongoing geopolitical challenges, such as tensions in Ukraine. It examines the dynamics between semiconductor and software stocks, highlighting investor preferences and the future implications of AI-driven capital expenditures. The discussion also addresses the broader economic landscape, including interest rates, currency fluctuations, and sector-specific impacts on multinational corporations.
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Transcript
