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A 10% cap on interest rates could mean a big hit to earnings at companies like Capital One and Synchrony. But a Jefferies analyst says it's "highly unlikely" that Trump gets his way.
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Ho hum holiday: Retail's early results show modest growth in critical shopping season CNBCLululemon Rises as Holiday Sales Show Signs of Rebound Bloomberg.comLululemon Sees Quarterly Profit at High End After Strong Holiday Sales The Wall Street JournalLululemon Stock (LULU) Rises on Upbeat Outlook for Q4 2025 Earnings TipRanks
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A broader shift out of U.S. financial assets would revive last year's trend called the "sell America" trade.
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The pressure is on for Big Tech companies to deliver a return on their AI investments, making Amazon and Meta the top trades for 2026, according to Bernstein.
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