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Cabot Street Check

It's Nvidia's (NVDA) Market. Is that a Good Thing?

22 Feb 2024

Description

This week on Street Check, Chris and Brad tackle Nvidia's (NVDA) latest earnings release, the risks to the markets of having one stock in the driver's seat, and how impactful the artificial intelligence revolution has been for shares and the company's fundamentals. Then, they talk Amazon's (AMZN) new place in the Dow and the stocks and evolving consumer behaviors that put it there. To wrap the episode, they discuss Capital One's (COF) acquisition of Discover (DFS), arbitrage in DFS shares, regulatory risks to the proposed merger, and the possible outcomes for investors.    

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