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As Nvidia’s stock falls, here’s what Wall Street has to say about the Jensen Huang scandal23:11 The fallout from the board’s new investigation could become “a longer-lasting problem for the company,” analysts say. Dow sees its third 1,000-point swing in four days. Why the volatility isn’t over yet.23:11 “It took one election and a poor Nvidia headline to go from D.C. being a tailwind to D.C. as a potential headwind,” says strategist. Are AMD and Broadcom the real winners of the Nvidia spy scandal?23:11 The chip makers’ shares were posting big gains Monday — but those companies could also be subject to greater scrutiny over their sales practices, analysts say. A failed trial for a heart drug casts shadow over rivals developing similar therapies22:38 The full data from the closely watched clinical trial showed that the drug had no cardiovascular benefit even though it reduced Lp(a) levels. Why prediction markets and Wall Street pros so often fail to see what’s coming22:37 The probabilities make it almost certain that macro forecasts will be wrong far more often than right. The stock-market rally keeps spreading beyond Big Tech. October inflation data could put it to the test.22:04 Tuesday’s CPI inflation report and a heavy lineup of Federal Reserve speakers could test the rotation trade’s resilience |
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