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(Smart Money) — For all the recent talk about a bump in the recovery, some companies with a hefty stake in the global economy seem to be doing just fine. Intel’s (INTC: 21.02, -0.49, -2.27%) record-setting quarterly earnings report and better-than-expected results from JPMorgan Chase (JPM: 39.00, -1.46, -3.60%) last week illustrate how some large-cap names have been able to maintain growth throughout a volatile stretch of the recovery.

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