Halftime Report cover image

The State of Tech 6/17/24

Halftime Report

CHAPTER

Autodesk's Stock Performance and Investment Calls

Discussion on Autodesk's stock performance following activist Starboard Value's stake, challenges with AI, strategies for enhancing margins, and addressing governance issues. Also covers investment calls for Union Pacific, Datadog, Oracle, and a stock tied to AI, NATO allies' defense spending targets, McDonald's chatbot ending, and Scooter Braun's retirement.

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