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On this episode of “On The Tape,” Dan Nathan and Liz Young discuss positioning into this week’s CPI report (3:30), consumer savings (6:30), earnings (10:00), whether the AI rally is running out of steam (15:00), Nvidia (20:00), M&A activity (21:15), bank stocks (23:00), where the next 500 points in the S&P will be (26:00), and ‘Roaring Kitty’ driving GameStop higher (28:30).

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