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Earnings, A.I., and Where Stocks Are Cheap

Barron's Streetwise

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How to Sell in May and Go Away

Morgan Stanley points out that if you had two percent year over year growth in 2024, rather than 10%, the difference would add $1.20 to earnings or 8%. That's a big difference. Matter, we should take a fresh look at AI in the weeks ahead. Your window of opportunity is opening but is your business ready for what's coming? Be good surprises and bad surprises ready. No problems ready. Be pay family leave ready. Visit SAP.com slash be ready.

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