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Nike’s Earnings Miss, Japan’s Semiconductor Purchase, and Markets in the Second Half of 2023 6/30/23

Morning Call

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Nike's Earnings: How Worried Should Investors Be?

Shares of Savers Value Village surging as much as 39% in Thursday's session. Kodiak and Fidelis Insurance stumbling in their debuts. Opportunities on the defensive side in cash and gold says ivory Johnson. And snatching up semiconductors, the CEO of one and chip maker lays out the global race taking shape over these critical components.

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