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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.
46:04
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- The technology sector is under pressure despite positive earnings from companies like Qualcomm and Arm, driven by market dynamics and competitive concerns.
- Honeywell's decision to split into three independent companies aims to enhance growth potential and shareholder value by focusing on distinct segments.
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