Squawk on the Street Tech's Triple Whammy, Tesla and Ford in Reverse, Honeywell CEO on Split Decision 2/6/25
Feb 6, 2025
The podcast dives into the recent volatility in tech stocks, particularly the surprising plummet of Qualcomm and Arm Holdings despite earnings beats. It also highlights Tesla's sales struggles in Europe and Ford's cautious outlook overshadowing a solid Q4 performance. Honeywell's CEO discusses a bold plan to split the company into three independent entities. Additionally, there’s a focus on semiconductor challenges and the rising demand for AI technology, showcasing the dynamic and ever-evolving landscape of the market.
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Chip Sector Pressure
- Chipmakers like Qualcomm and Arm Holdings face pressure despite exceeding quarterly expectations.
- This reflects broader investor concerns, especially within the Apple ecosystem.
Skyworks and Apple
- Skyworks Solutions, a major Apple supplier, saw its stock plunge 30% after weak revenue guidance.
- Their heavy reliance on Apple makes them vulnerable.
Tariff Impact on Automakers
- Automakers like Ford face uncertainty due to unclear tariff situations.
- Implementing tariffs on all imported vehicles, including those from Japan and Korea, might level the playing field.