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Stocks Extend Record Highs 7/24/25

Halftime Report

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Navigating Tech Valuations and AI Challenges

This chapter debates the current state of Google and its stock amid legal challenges and competition in the AI domain, discussing the potential benefits of breaking up Alphabet. The conversation touches on financial performance, advertising revenue stability, and the importance of capital expenditures, particularly in relation to AI innovation. It also explores broader industry trends affecting major companies like Microsoft and Tesla, highlighting the intertwined financial challenges they face.

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