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cover of episode The Great Rotation: Nvidia, Apple, and What Was Left Behind

The Great Rotation: Nvidia, Apple, and What Was Left Behind

2024/7/1
logo of podcast Barron's Live

Barron's Live

Shownotes Transcript

Barron's Deputy Editor Ben Levisohn, Associate Editor Al Root and Mizuho Securities’ Managing Director Jordan Klein discuss Nvidia's recent weakness, Apple's recent strength, and where to look for opportunities in a market that is desperately trying to broaden out from Big Tech.