UK Blocks Microsoft-Activision Deal, Boeing CEO Exclusive, New Lows for First Republic 4/26/23

1

Introduction

00:00 • 6min

2

The Downside of Activision's Merger Agreement

05:54 • 2min

3

The Stock's Not Moving Much Relative to What It Did After the Call

07:42 • 2min

4

MAX Delivery Guidance

09:39 • 2min

5

The Spirit Incident and the FAA's Agreement

11:17 • 2min

6

The Importance of Transparency in the Supply Chain

13:34 • 2min

7

Boeing's Guidance on Max Deliveries This Year and Max Production Rates Over the Next Couple Years

15:07 • 2min

8

Microsoft and Alphabet Report Quarterly Results

17:00 • 6min

9

The Arrogance of Signature Bank

22:48 • 1min

10

The Fall of Chipotle

24:14 • 3min

11

The Positive Effect of Upward Guidance on Commercial Real Estate

27:10 • 4min

12

Alphabet's Google Cloud

31:03 • 3min

13

Microsoft's Uncertain Outlook

33:43 • 3min

14

The Chip Market Is Not Trading in Sync This Time

37:10 • 2min

15

The Last Minute Hand Ringing in Front of Google Microsoft

39:21 • 2min

16

Hilton's Inflex Lookout: A Seminal Moment

40:58 • 2min

17

Carrier Global Announcing a Deal to Buy Eastman Climate Solutions

42:50 • 4min

18

The Ideology of Europe

46:23 • 5min