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Mega Discounts for Megacap Tech, Plus Microsoft CEO Testifies in Google Antitrust Trial 10/2/23
Manage episode 378580431 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
After a big September selloff, megacap tech stocks might be cheap again. P/E ratios have fallen steeply and are at their biggest discount since Jan. 2017 as analysts continue to boost their earnings estimates for the next fiscal year, according to Goldman Sachs. Plus, Microsoft CEO Satya Nadella today took the stand in the DOJ’s antitrust trial against Google, and explained why it’s so hard to compete against the tech giant’s search engine dominance.
616 episodes
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Manage episode 378580431 series 2975155
Content provided by CNBC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by CNBC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
After a big September selloff, megacap tech stocks might be cheap again. P/E ratios have fallen steeply and are at their biggest discount since Jan. 2017 as analysts continue to boost their earnings estimates for the next fiscal year, according to Goldman Sachs. Plus, Microsoft CEO Satya Nadella today took the stand in the DOJ’s antitrust trial against Google, and explained why it’s so hard to compete against the tech giant’s search engine dominance.
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The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
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