Transportation Regulations and Market Concentration Concerns

More record highs on the S&P and Nasdaq: Carl Quintanilla, Sara Eisen, and David Faber broke down key takeaways from the morning’s biggest reports – and dove deep on what to do with Alphabet and Tesla shares following results from both names. Plus: hear from the CEO of CSX, as headlines fly around possible M&A in the space (along with his bullish take on their quarter) AND the CEO of IBM, who says the company could save as much as $4.5B through AI automation… And later on: former Assistant Attorney General Jonathan Kanter’s take on news UnitedHealth is now the subject of a Department of Justice investigation.

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