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SOTS 2nd Hour: Tech Investor Dan Niles, Truist Wealth's Chief Investment Officer, & Today's Big Tech Trade 9/15/25

Squawk on the Street

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Tech Titans: Current Trends and Future Prospects

This chapter explores recent developments in the tech sector, particularly involving major players like NVIDIA, Tesla, and Alphabet. It discusses the implications of regulatory challenges, investment strategies, and the competitive landscape in AI, highlighting the importance of data resources. The speakers emphasize a coming reckoning in the industry with a focus on long-term planning and the financial health of tech companies.

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