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Retail Results Roundup, Debt Ceiling Negotiations, and the Markets This Week 5/26/23

Morning Call

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The Risks of Nvidia's Rise

Arjan: Nvidia's entry into the elusive $1 trillion club is predicated on it being able to meet demand for those AI chips. He says there are a couple of risks though, including increasing competition from companies like Google and Microsoft. Arjan: One major player in tech reportedly missed out on the rally namely Cathy Wood.

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