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Nvidia's most prominent impact on the stock market 'may be behind' us: Morning Brief

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Nvidia 's recent earnings release did little to impress investors.

Since the start of the quarter on July 1 , the S&P 500 is nearly flat.

Nvidia, down nearly 15% , and the Magnificent Seven as a whole, off more than 5% , have both lagged the benchmark index.

But recent market action has shown a clear shift in what's driving investors to buy stocks.