Margrethe Vestager, the European commissioner for competition, says Google demoted rivals in favor of Google Shopping. Prior to that, Neal Soss, Credit Suisse's vice chairman of global fixed income, says infrastructure is the way to get GDP higher than 2 percent. David Herro, CIO of international equity at Harris Associates, says Google is a strong, virtuous business but there's concern about privacy. Finally, David Kotok, CEO of Cumberland Advisors, says Amazon's Whole Foods purchase made sense and that more "unusual" consolidations are on the way.

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