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Markets, Chevrolet, and Hunter Biden (Podcast)

Bloomberg Intelligence

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The Impact of Generative AI on Earnings

Consumer discretionary and industrials are still benefiting from strong demand. I think select pockets in technology where they've shown the opportunity to increase their own margins relatively efficiently. We're starting to again see companies producing more revenue on flathead count. And that's beneficial, but is it a game changer? The Chinese have ordered $5 billion worth of chips from Nvidia trying to get it under the wire while they can.

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