Tech’s Turning Tide, Ret(AI)l Margins, Strike on Snacks 6/24/24
About this episode
Tech is today’s biggest laggard with chip stocks leading the declines. We’ll look at whether the “tech tide” is turning and where to put your money to work. Plus, we’ll get the retail names that Morgan Stanley says will benefit the most from broader AI adoption. And Bank of America is highlighting a buyer’s strike on salty snacks. The analyst behind that call joins us with the companies losing share and the names that will benefit the most.
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