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Stocks and the Trump Trade 1/21/25

Halftime Report

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Tech Stocks Showdown: NVIDIA vs. Apple

This chapter analyzes the shifting dynamics in the tech stock market, highlighting NVIDIA's rise above Apple in market capitalization amid concerns about iPhone demand. It discusses the contrasting analyst sentiments towards both companies and the implications for investors, emphasizing patience and strategic planning in a volatile market. The chapter also explores Netflix's upcoming earnings report and the importance of subscriber retention, particularly in relation to live sports and content costs.

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