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SOTS 2nd Hour: Union Pacific & Norfolk CEOs, AstraZeneca CEO, & Consumer Stock Picks 7/29/25

Squawk on the Street

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Boeing's Performance and Future Outlook

This chapter analyzes Boeing's recent performance, focusing on its impressive defense results, revenue growth, and stock market behavior. It discusses the implications of trade agreements on Boeing's order backlog and production targets, alongside leadership changes that are positively influencing the company's culture. Additionally, it touches on challenges faced by Novo Nordisk after a significant stock drop and a new CEO's approach to navigating a competitive market.

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