Microsoft-Activision Deal Blocked. Now What?

The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may le ...  Show more

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and w ...  Show more

In January 2022, Microsoft announced its acquisition of the video game company Activision Blizzard for $68.7 billion. The deal would make Microsoft the world’s third largest video game company, but it also exposes the company to several risks. First, the all-cash deal would requi ...  Show more

A few days ago, the UK Competition and Markets Authority (UK CMA) released its provisional findings on an investigation it conducted into Microsoft’s acquisition of Activision Blizzard. And it found a few issues.

So in today’s episode for 14th February 2023, we see why ...

Episode 111: Neal and Toby dive into the earnings reports from Microsoft and Alphabet and explain why big tech is ready to spend big on AI. Also, UPS Workers agree on a deal worth $30 billion to avoid a strike. And why did Twitter's rebrand to 'X' cost the company almost $20 bill ...  Show more

Remember when we told you 2 out of 3 acquisitions fail? Well we found one that didn’t: Insinkerator and Whirlpool. Chipotle stock just hit an all-time high because they raised prices on your burrito… but you ate it anyway (we call it “Love-flation”). And Microsoft was about to ma ...  Show more