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Closing Bell Overtime: Stephen Tusa’s Industrials outlook; Novo’s Big Day 12/23/25

42 min•23 december 2025

David Trainer of New Constructs on what fundamentals are really saying about today’s market. Stephen Tusa of JPMorgan breaks down the state of industrials and Alan Ratner of Zelman assessing real estate trends and risks. Our Steve Kovach examines whether artificial intelligence is becoming commoditized faster than investors expected.


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