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Today all eyes will be on the US NFP report. There is some fear in the markets following yesterday’s ugly ISM Manufacturing PMI, so if we get an ugly NFP report we might see widespread risk-off. The market has fully priced in three rate cuts by the end of the year with chances of a
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Jensen Huang, co-founder and chief executive officer of Nvidia Corp., displays the new Blackwell GPU chip during the Nvidia GPU Technology Conference on March 18, 2024.  David Paul Morris/Bloomberg via Getty Images Not all chip firms are benefitting from the boom in artificial intelligence, earnings show, underscoring the complexities of the semiconductor supply chain and
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