Microsoft’s Cloud Miss, Boeing’s New Chief, AMD & T-Mobile CEOs 7/31/24
Squawk on the Street
Tech Titans and Market Dynamics
This chapter explores the stock performance of Nvidia and AMD amidst recent market fluctuations, emphasizing their recovery bolstered by Microsoft’s positive investment outlook. It delves into the challenges faced by the Chinese manufacturing sector and the implications of tech endorsements from industry leaders like Elon Musk and Mark Zuckerberg. The discussion also highlights Delta Airlines' technological setbacks and outlines the competitive landscape in the telecommunications sector, particularly focusing on T-Mobile's strategic growth in the fiber broadband market.
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