
Squawk on the Street Microsoft’s Cloud Miss, Boeing’s New Chief, AMD & T-Mobile CEOs 7/31/24
Jul 31, 2024
Lisa Su, the dynamic CEO of AMD known for her leadership in the tech industry, shares insights on her company's remarkable quarterly growth, highlighting a surge in data center sales. Mike Sievert, T-Mobile's innovative CEO, discusses recent earnings and strategic moves in the competitive telecom landscape. The conversation dives into Microsoft's cloud performance setbacks and the evolving impact of AI on technology demand. Listeners will appreciate the in-depth analysis of competitive strategies in both the semiconductor and telecommunications sectors.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Capitalizing on AI and Cloud Demand
01:42 • 14min
Navigating Market Dynamics and AI Innovations
16:05 • 13min
Tech Titans and Market Dynamics
28:41 • 11min
Exploring Competitive Strategies in Telecommunications
39:57 • 2min
Anticipating Competition in the Telecom Market Amid iPhone Excitement
41:31 • 2min
Starbucks Strategy and Economic Indicators Update
43:07 • 2min
Financial Performance and CEO Accountability
45:01 • 4min


