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Tech Rally Accelerates as AI Lifts GOOGL and NVDA, Pressure Builds on AAPL
Description
Christopher Zook warns tech’s renewed momentum may be outpacing fundamentals. He’s bullish on AI leaders like Alphabet (GOOGL) and Nvidia (NVDA), but cautious on Apple (AAPL), while noting broader risks from consumer strain and shifting labor and private‑market dynamics.
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