What makes a good SPAC with dMY’s CEO Niccolo de Masi. Why a mega-merger from Zendesk (ZEN) looks ridiculous. United States Steel (X) plots its future by hiring talent from outside the steel industry. Lendingtree (TREE) soars despite a surge in car crashes. The Drill Down with Cory Johnson offers a regular look at the business stories behind stocks on the move.

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