Squawk on the Street SOTS 2nd Hour: Alphabet & Tesla Takes, LIVE: CSX CEO, UnitedHealth’s Road Ahead 7/24/25
6 snips
Jul 24, 2025 
Jonathan Kanter, a former Assistant Attorney General and CNBC contributor, offers a keen legal perspective on the ongoing DOJ investigation into UnitedHealth. He discusses the implications of the case, alongside insights on potential rail mergers affecting the industry. The podcast also breaks down Alphabet's strong earnings amid antitrust scrutiny and Tesla's future financial challenges, providing an optimistic outlook. With commentary from key CEOs about the evolving market landscape and innovations in AI and transportation, it's a treasure trove of timely insights!
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Alphabet's Valuation Hangups
- Alphabet's stock is undervalued despite strong growth in search, cloud, and YouTube revenue.
- Search monopoly concerns and antitrust scrutiny keep its valuation subdued.
Watch Tesla's Robotics Progress
- Monitor Tesla's progress in robotics and robo-taxi services as key future growth drivers.
- Their success in Austin and bank interest indicate promising potential despite near-term challenges.
CSX Open to M&A Talks
- CSX welcomes M&A opportunities if they create shareholder value and drive profitable growth.
- The company is confident in its competitive position as the strongest railroad in the East.