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Early Morning with Dave
Has Nvidia Run out of Steam?
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Has Nvidia Run out of Steam?

Nvidia struggles under lofty expectations embedded in stock valuations

David Rosenberg's avatar
David Rosenberg
Aug 29, 2024
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Early Morning with Dave
Early Morning with Dave
Has Nvidia Run out of Steam?
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Highlights

• Nvidia struggles under lofty expectations embedded in stock valuations

• Trump and Harris tax plans have different equity market implications

• Consumers hunt for deals and bargains (bond bullish!)

• Regional Fed bank research confirms increasing labor market slack

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