One Step Closer to a $69B Deal

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

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 ...

A US court has given Microsoft the green light to buy the videogame maker Activision Blizzard in a deal worth $69bn. Microsoft said after the US win, it would focus on resolving concerns around competition in the UK. The tech giant's merger with the Call of Duty owner would be ...

Nearly two years after Microsoft announced its intention to acquire video game company Activision Blizzard, it sealed the deal. But it wasn't a sure thing. We look back on how government officials around the world nearly prevented the merger and why. See omnystudio.com/listener f ...  Show more

From the BBC World Service: Microsoft’s revised offer to buy Call of Duty-maker Activision Blizzard has been approved by regulators in the U.K. The Competition and Markets Authority said the deal addressed its concerns, after the watchdog blocked the original $69 billion bid in A ...  Show more