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“No Cut” Trade, 2025 Software Playbook, Out on Instacart 12/3/24

The Exchange

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Tech Titans and Market Dynamics

This chapter examines Intel's leadership challenges and contrasts it with successful companies like NVIDIA and AMD, emphasizing the need for technical expertise in governance. It also covers competitive trends in the grocery delivery sector, highlights recent developments at Amazon's AWS, and tracks Palantir's stock surge following a key authorization, all amidst a backdrop of notable market movements.

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