
Squawk on the Street UK Blocks Microsoft-Activision Deal, Boeing CEO Exclusive, New Lows for First Republic 4/26/23
Apr 26, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Introduction
00:00 • 6min
The Downside of Activision's Merger Agreement
05:54 • 2min
The Stock's Not Moving Much Relative to What It Did After the Call
07:42 • 2min
MAX Delivery Guidance
09:39 • 2min
The Spirit Incident and the FAA's Agreement
11:17 • 2min
The Importance of Transparency in the Supply Chain
13:34 • 2min
Boeing's Guidance on Max Deliveries This Year and Max Production Rates Over the Next Couple Years
15:07 • 2min
Microsoft and Alphabet Report Quarterly Results
17:00 • 6min
The Arrogance of Signature Bank
22:48 • 1min
The Fall of Chipotle
24:14 • 3min
The Positive Effect of Upward Guidance on Commercial Real Estate
27:10 • 4min
Alphabet's Google Cloud
31:03 • 3min
Microsoft's Uncertain Outlook
33:43 • 3min
The Chip Market Is Not Trading in Sync This Time
37:10 • 2min
The Last Minute Hand Ringing in Front of Google Microsoft
39:21 • 2min
Hilton's Inflex Lookout: A Seminal Moment
40:58 • 2min
Carrier Global Announcing a Deal to Buy Eastman Climate Solutions
42:50 • 4min
The Ideology of Europe
46:23 • 5min
