SOTS 2nd Hour: State of the AI Arms Race, CNBC Fed Survey, Trump’s Tariff Plans 1/28/25
Squawk on the Street
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Market Dynamics and Investor Sentiment
This chapter analyzes recent financial reports and consumer confidence data's influence on the stock market, with a focus on GM's performance amid falling shares. It discusses shifting investor interests, particularly towards consumer goods and the implications of leveraged ETFs on stock price volatility, as well as expectations surrounding major companies like Microsoft and NVIDIA. Additionally, the chapter highlights the complex interplay of AI investments and regulatory actions impacting the tech sector, concluding with the announcement of a new partnership between X and Visa.
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