0
0.0
Apr 9, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
is this chip from intel a game changer either for intel or the sector? >> i don't think so. this is the third iteration of this chip. and when you think about where nvidia is getting all this business, it's not through for the most part the oems that were mentioned by intel when they talked about where the chip was going to get sold, rather, you've had nvidia tell you -- tell us that 50% of their businesses, class service providers, they've mentioned before, the social media is a major end market. all those buyers are buying through odms for the most part. i would suggest that 80% plus of nvidia's business is those large-type customers that intel doesn't have yet. >> right. it feels more about intel than nvidia, matt. wonder if you think that pat gelsinger is trying to bite off too much, trying to create a foundry business essentially from scratch and also trying to keep up with some of the other big players in ai at this point. can he do it all? >> i think it's really hard to do it all. now, having said that, for intel i think the most important piece to get right is the fa
is this chip from intel a game changer either for intel or the sector? >> i don't think so. this is the third iteration of this chip. and when you think about where nvidia is getting all this business, it's not through for the most part the oems that were mentioned by intel when they talked about where the chip was going to get sold, rather, you've had nvidia tell you -- tell us that 50% of their businesses, class service providers, they've mentioned before, the social media is a major...
0
0.0
Jan 26, 2024
01/24
by
CNBC
tv
eye 0
favorite 0
quote 0
you have intel 4 out there now they are working on intel 3 and intel 18a. it is them continuing with the transitions to hold their market share. that's what i want to see. i think that's what investing in intel is about we're just at the beginning of that >> again, intel shares down double digits. down 11% you mentioned the foundry business smart part of the revenue business about the foundry business and so many of the hyper scalers with alphabet and microsoft are starting to make their own chips. what does it mean for intel long term >> if they can transition manufacturing to more advanced processes, they can make the chips for microsoft and make the chips for amazon i think it all comes down to intel historically was the leader in manufacturing in the '70s if they get there again, it doesn't matter if amazon is buying intel designed chip or buying an amazon designed chip >> a lot to watch there. matt bryson, price target for intel is $40 it was $45 doubts about the core business and beyond great to see you thank you. >> thank you >>> let's check on the t
you have intel 4 out there now they are working on intel 3 and intel 18a. it is them continuing with the transitions to hold their market share. that's what i want to see. i think that's what investing in intel is about we're just at the beginning of that >> again, intel shares down double digits. down 11% you mentioned the foundry business smart part of the revenue business about the foundry business and so many of the hyper scalers with alphabet and microsoft are starting to make their...
0
0.0
Jan 25, 2024
01/24
by
CNBC
tv
eye 0
favorite 0
quote 0
it seems like nvidia is a better opportunity now. >> jean, it's great to hear from you on intel, intel shares are down by 8% as the conference call gets underway.>> i think hat he had to say about nvidia is the most important thing. one of the things i got wrong last year was how this company was going to grow into those out year estimates given the bump they had in guidance. look at fiscal year 2025, they are expecting high teens earnings growth and mid to high teens sales growth. this is a 75% gross margin company that is going to have a lot more competition on price, and also competition from customers. even if they have modest estimates going forward, the story is going to be very interesting. granted the stock is up, all of the customers are going to be reporting next week. i think you want to keep a close eye on this one, it could be an accident waiting to happen.>> is your conviction faltering at this point? >> my conviction is that they were not doing anything near term, much every quarter this happens, i think the stock is going to trade where it is, i think this is an opportu
it seems like nvidia is a better opportunity now. >> jean, it's great to hear from you on intel, intel shares are down by 8% as the conference call gets underway.>> i think hat he had to say about nvidia is the most important thing. one of the things i got wrong last year was how this company was going to grow into those out year estimates given the bump they had in guidance. look at fiscal year 2025, they are expecting high teens earnings growth and mid to high teens sales growth....
0
0.0
Jan 26, 2024
01/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel is off by more than 10%. we have had some key concerns. intel has been off by 10%. kla has been off by more than 5%, this being another semiconductor equipment maker. they see some earnings that did not live up to expectations. on a softer side, t-mobile. they managed to add more than 900,000 subscribers. ed: understandably some of the nervousness from intel goes to the rest of the tech sector. it is an election year. in the coming week, you have all of the social media ceo's in one place. meta is adding further measures to prevent teams from unwanted contact to turn off their inability to receive direct messages from anyone they don't follow our are not connected to on instagram by default. there also looking at children's control. there was a congressional hearing where tech ceo's will testify next week. let's break it down with the head of legal and public policy at a paris-based social discovery platform for gen z, which is just unveiled its own reference document on universal safety principles for young people online. we are very familiar with getting all of th
intel is off by more than 10%. we have had some key concerns. intel has been off by 10%. kla has been off by more than 5%, this being another semiconductor equipment maker. they see some earnings that did not live up to expectations. on a softer side, t-mobile. they managed to add more than 900,000 subscribers. ed: understandably some of the nervousness from intel goes to the rest of the tech sector. it is an election year. in the coming week, you have all of the social media ceo's in one...
0
0.0
Jan 26, 2024
01/24
by
CNBC
tv
eye 0
favorite 0
quote 0
, blah, cash flow, et cetera, buy intel. intel was down 3% over the last three years ending yesterday nvidia is up 350%, but the sector, the semiconductor sector, is up 62%. you literally could have thrown darts and there is not one other large cap semi company that would have been worse. >> but here is the answer to scott's question -- >> not one. >> do you want to slog through it the reason is this is our discipline growth strategy where there is a very, very disciplined process, which is look for companies with a 5% or better free cash flow yield with earnings on top of it. a whiff on intel but total home runs on palo alto and united rentals. and by maintaining that process, you miss some but you hit some huge home runs you adjust positions in the portfolio, get a black eye here or there, but you re-assess, why do i own this every time so last year at this time, we thought it had a lot of upside and it did >> thank you, jenny. kristina, thank you as well. >>> we do have more committee moves to discuss, trades on visa, ame
, blah, cash flow, et cetera, buy intel. intel was down 3% over the last three years ending yesterday nvidia is up 350%, but the sector, the semiconductor sector, is up 62%. you literally could have thrown darts and there is not one other large cap semi company that would have been worse. >> but here is the answer to scott's question -- >> not one. >> do you want to slog through it the reason is this is our discipline growth strategy where there is a very, very disciplined...
0
0.0
Mar 20, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
shares of intel up just over 4.5%. pat gelsinger will have more on this on a first cnbc interview coming up at 9:30 a.m. eastern and again at 4:00. >>> speaking of chips, the u.s. is considering banning the china chip. shares of chip poet lay soaring. they announced a 50 for 1 split that gives shareholders 49 additional shares for every one that's currently held. shares up just about 5%. >>> macy's opens its books to suitors. both firms have offered macys $25 a share. that's up from the initial offer of $21 a share. shares of macy's essentially flat right now. >>> jpmorgan boosts its quarterly dividend. they may want to reconsider proposals for tightening capital rules. >>> and nasdaq says boerse dube will sell shares of stock reducing its stock from 10% to 15% making it nasdaq's second largest shareholders. >>> here's what to watch. the fed will release its latest monetary policy decision at 2:00 p.m. that's followed by jay powell's chair conference at 2:30. >>> ahead of that decision and the powell press conference,
shares of intel up just over 4.5%. pat gelsinger will have more on this on a first cnbc interview coming up at 9:30 a.m. eastern and again at 4:00. >>> speaking of chips, the u.s. is considering banning the china chip. shares of chip poet lay soaring. they announced a 50 for 1 split that gives shareholders 49 additional shares for every one that's currently held. shares up just about 5%. >>> macy's opens its books to suitors. both firms have offered macys $25 a share. that's...
0
0.0
Mar 20, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
intel is not a software company. so, intel will be at a disadvantage. that said, look, it's very difficult to get engineers in our country. it's 50 to 1 between taiwan and us in terms of the number of engineers. the number of builders, very, very difficult, so i think this is a great thing that the commerce secretary is doing, and these plants would not be built because they're uneconomic without the subsidy. >> that's part of the problem. morris chang, the founder of tsmc, american, of course, he was at texas instruments for much of his life. he's an older gentleman now. he's complained about how expensive it is. in arizona, where they're trying to build a new fab. >> everything i know is from morris. i just read everything he does. he's a good friend of jensen's, and morris is someone who is idolized in the semiconductor capital equipment business, which, of course, is where the real ip is. the real intellectual property belongs to kla, to lam, and morris chang, godfather of the construction, used to be -- it used to be there was a -- jerry parker use
intel is not a software company. so, intel will be at a disadvantage. that said, look, it's very difficult to get engineers in our country. it's 50 to 1 between taiwan and us in terms of the number of engineers. the number of builders, very, very difficult, so i think this is a great thing that the commerce secretary is doing, and these plants would not be built because they're uneconomic without the subsidy. >> that's part of the problem. morris chang, the founder of tsmc, american, of...
0
0.0
Mar 13, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
intel declined to comment. a few weeks back when i spoke with the ceo and his team, they were under the impression they would be getting funding prior to the state of the union address by joe biden. but we know that hasn't been the case. recall even the commerce secretary spoke at intel's foundry event, highlighting this friendly environment. but two big questions remain, how much fund willing intel get from the department of defense and commerce, giving its promise to spend $40 billion on plants in ohio and arizona. keep in mind that the chips act only has about $39 billion for manufacturing. there's only 500 companies that have filed statements of interest. so if intel were to get that $3.5 billion number bloomberg is reporting, that's 9% of the pot and leaves less for other chip companies. the second unanswered question, will the funding have strings attached? in other words, intel would have to focus on military chips at the expense of more advanced chips, which could mean decent margins, but the yields of
intel declined to comment. a few weeks back when i spoke with the ceo and his team, they were under the impression they would be getting funding prior to the state of the union address by joe biden. but we know that hasn't been the case. recall even the commerce secretary spoke at intel's foundry event, highlighting this friendly environment. but two big questions remain, how much fund willing intel get from the department of defense and commerce, giving its promise to spend $40 billion on...
0
0.0
Apr 26, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microsoft, 31% topline growth on azure. we will go deeper on that later in the show. clearly, alphabet is outperforming. if a jump in that stock. a dividend for the first time. it joins the $2 trillion market cap club if it closes at that level. joining names like microsoft, apple, nvidia. that is important. we are starting to believe that there was growth at alphabet and google driven by all the investment around ai. that is later in the program, but we start with semi conductors. caroline: let's dig in on all things intel. ian king was discussing with the business. this seems to be a worry about forecasts. q1 was pretty resilient, the forecast, tepid. >> you are absolutely right. the issue that investors had was with the forecast that pat and his team put out and that was considerably lighter than the consensus. that w
intel is off session lows. and just a moment, ian king will give us the numbers and then we will speak to the intel ceo. microsoft and alphabet are all about cloud growth driven by ai products. microsoft, 31% topline growth on azure. we will go deeper on that later in the show. clearly, alphabet is outperforming. if a jump in that stock. a dividend for the first time. it joins the $2 trillion market cap club if it closes at that level. joining names like microsoft, apple, nvidia. that is...
0
0.0
Jan 25, 2024
01/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel share slide in late trade after bleak forecast for the current quarter. visa also lower, despite profit beating estimates. plus microsoft closes at a $3 trillion valuation for the first time, joining apple in exclusive club of tech titans. paul: let's take a look at how we're setting up for trade around the asia-pacific today. no traits in australia today, close for the national trades today but we are up and -- up and running in new zealand. as annabelle mentioned, it was a good day for u.s. markets, hitting another all-time high. not really translating to risk on sentiment for the asia-pacific. it's been kind of a flat couple of days for the nikkei, it was flat yesterday and off about .75% the past two days. we've seen the yen strength and a little, relatively speaking. futures for the asx in positive territory. annabelle: another great day for u.s. stocks, six straight days of gains we've seen. u.s. gdp one of the things that stood out because it grew at an annualized pace of 3.3%. meeting forecast for the fourth quarter. those numbers telling us the u
intel share slide in late trade after bleak forecast for the current quarter. visa also lower, despite profit beating estimates. plus microsoft closes at a $3 trillion valuation for the first time, joining apple in exclusive club of tech titans. paul: let's take a look at how we're setting up for trade around the asia-pacific today. no traits in australia today, close for the national trades today but we are up and -- up and running in new zealand. as annabelle mentioned, it was a good day for...
0
0.0
Apr 25, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
struggling and we will find out what tonight means for intel what tonight means for intel and stacy is here next tamra, izzy, and emma... they respond to emails with phone calls... and they don't 'circle back', they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety-clacking... clickety-clackier. but no one loves logistics as much as they do. you need tamra, izzy, and emma. they need a retirement plan. work with principal so we can help you with a retirement and benefits plan that's right for your team. let our expertise round out yours. your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire >>> let's call your attention to the market because if you skipped out for a few hours because he woke up and 9:30 comes eastern time in the market opens and it goes down and the dow is down and, guess what things have come around and i won't say today is a good day
struggling and we will find out what tonight means for intel what tonight means for intel and stacy is here next tamra, izzy, and emma... they respond to emails with phone calls... and they don't 'circle back', they're already there. they wear business sneakers and pad their keyboards with something that makes their clickety-clacking... clickety-clackier. but no one loves logistics as much as they do. you need tamra, izzy, and emma. they need a retirement plan. work with principal so we can...
0
0.0
Mar 20, 2024
03/24
by
FBC
tv
eye 0
favorite 0
quote 0
intel has. this chips act is expected to give money to names like wolf, wolf speed, on, semiconductor. i don't know the list because they're giving it out in drips and drabs, don't we want to get it away from the asian markets, which caused so many problems because they were intertwined with china, which during the pandemic showed they couldn't function? >> 100%. you know, i think the prior administration did a lot. listen, tsmc is building fabs and next generation fabs in arizona in order to reduce this dependency so this isn't a question about whether we should be building fabs in the u.s., it's not a question about whether we should be encouraging fabs to be built across the world in countries that are more politically aligned with the united states. this is really just a question about intel and intel fabs and, you know, while i wish them luck, part of the reason we're in this problem or in this challenge today is because we didn't keep pace at intel with tsmc and other fab manufacturers and
intel has. this chips act is expected to give money to names like wolf, wolf speed, on, semiconductor. i don't know the list because they're giving it out in drips and drabs, don't we want to get it away from the asian markets, which caused so many problems because they were intertwined with china, which during the pandemic showed they couldn't function? >> 100%. you know, i think the prior administration did a lot. listen, tsmc is building fabs and next generation fabs in arizona in...
0
0.0
Feb 21, 2024
02/24
by
CNBC
tv
eye 0
favorite 0
quote 0
but we also said intel was uniquely a resilient supply chain. we operate our manufacturings across europe and asia so we are a more resilient choice we're also a more sustainable choice we are miles ahead of the industry in sustainability, water use, energy use, chemicals, and finally, a trusted supply chain particularly for the large preponderance of these companies. trust and secure, leadership technology, systems capabilities yeah, we have a very powerful capability to bring to the industry >> so if you're going to take that capability and translate it into revenue dollars, in 2022, you said $120 billion by 2026. has that number changed, and really what's driving that number if you are talking about weaker macro scenarios that are impacting say the ohio plant, a foundry that could take a little while to see meaningful revenue. how are you getting to that 120? >> i believe it's going to take us a little while longer >> beyond 2026 >> the vision is the same. we are building a substantial foundry business over time and that's ramping up. today's
but we also said intel was uniquely a resilient supply chain. we operate our manufacturings across europe and asia so we are a more resilient choice we're also a more sustainable choice we are miles ahead of the industry in sustainability, water use, energy use, chemicals, and finally, a trusted supply chain particularly for the large preponderance of these companies. trust and secure, leadership technology, systems capabilities yeah, we have a very powerful capability to bring to the industry...
0
0.0
Jan 26, 2024
01/24
by
FBC
tv
eye 0
favorite 0
quote 0
that intel is competing more for. liz: let me ask you, because the nasdaq 100 losers are populated just about every line with chip stocks. not just intel which is at the bottom, but i'm looking at can koac, lam research, microchip, a mat with marvell qualcomm, skyworks, nxpi. when you look at that, people are disinclined to look at this and say, well, they've all had incredible runups. >> yeah, that's true, liz. i mean, they have all had a very good run, and they're all primed to profit taking here. but i think in the short term that's, that's a very shortsighted view because we are looking at a much healthier chip sector with both pcs and smartphones in a a healthier mark for '24 from uni-volume standpoint. and then you have the infrastructure for a.i. that will continue to be a driver. so i think the market's teed up for many of these companies to perform very well this year, and and if i'm taking advantage of these pullbacks. liz: advantage from the pullbacks. well, there were people last week who thought, darn, i
that intel is competing more for. liz: let me ask you, because the nasdaq 100 losers are populated just about every line with chip stocks. not just intel which is at the bottom, but i'm looking at can koac, lam research, microchip, a mat with marvell qualcomm, skyworks, nxpi. when you look at that, people are disinclined to look at this and say, well, they've all had incredible runups. >> yeah, that's true, liz. i mean, they have all had a very good run, and they're all primed to profit...
0
0.0
Jan 26, 2024
01/24
by
CNBC
tv
eye 0
favorite 0
quote 0
try to test drive one this weekend. >> pretty good intel. >> not intel. >> not intel no. >> no. >> have great weekend, jim we'll see you tonight, "ma ne" 00.m. eastern time dow is up 28 back in a moment unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab. all right. 60 seconds to draw the perfect gift. what's it gonna be? a bottle of don julio, 1942, delivered. delivered with drizly. gifting without the guessing. drizly. [♪♪] your skin is ever-changing, take care of it with gold bond's healing formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get your shortlist of quality candidates, whose resumes on indeed mat
try to test drive one this weekend. >> pretty good intel. >> not intel. >> not intel no. >> no. >> have great weekend, jim we'll see you tonight, "ma ne" 00.m. eastern time dow is up 28 back in a moment unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with...
0
0.0
Mar 20, 2024
03/24
by
CSPAN
tv
eye 0
favorite 0
quote 0
of intel, aaron butler, president of arizona building trades. what a combo, man. ■+ and other union leaders are here today. thank for yo can get big things done in america and we can do it again and again. i've asked pat and many other business leaders this question, i mean it sincerely, at business roundtable. please have a seat. i'm sorry. i didn't realize you're still standing. question at the business roundtable of the biggest leaders of business in the world and the united states particularly. i asked them, when the united it considerable resources in a new industry that we need to build, does that encourage businessdis? and the answer is overwhelmingly encourage it. folks during the pandemic we had to learn about supply chains and the shorte semi conductors, those tiny computer chips you all out here know very well, smaller than the tip of your finger that power everything fr and dishwashers, satellites and weapon systems. america invented these chips. don't forget. and over time, some thought it was cheaper to send the manufacturing ove
of intel, aaron butler, president of arizona building trades. what a combo, man. ■+ and other union leaders are here today. thank for yo can get big things done in america and we can do it again and again. i've asked pat and many other business leaders this question, i mean it sincerely, at business roundtable. please have a seat. i'm sorry. i didn't realize you're still standing. question at the business roundtable of the biggest leaders of business in the world and the united states...
0
0.0
Apr 5, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
intel is playing a key role in this process but is not clear to me that intel is going to do it also well. the business could be a big money loser for years to come. i have seen difficulties in semiconductor manufacturing. the ceo made a very promotional appearance on our network a few years ago. then on wednesday he revealed that the division he was promoting had racked up operating losses of nearly $7 billion in 2023. now, along comes stacy racked cough at bernstein and he decided to tell it the way it is. first of all, the goal posts keep moving. the margin goals were booted from 2026 to 2030. hence the title of the piece, intel, see you in 2030. then he lowers the boom on this incredible singer. why do they do this to themselves? he goes on, intel story over the last several years has been one that has dashed expectations from outlandishly bullish targets to keep products, leading to eventual abject collapse. holy cow. that is an incredible ending. it took 10 years to get intel into its current position, so how could it take any less time to fix it? i have been very critical of t
intel is playing a key role in this process but is not clear to me that intel is going to do it also well. the business could be a big money loser for years to come. i have seen difficulties in semiconductor manufacturing. the ceo made a very promotional appearance on our network a few years ago. then on wednesday he revealed that the division he was promoting had racked up operating losses of nearly $7 billion in 2023. now, along comes stacy racked cough at bernstein and he decided to tell it...
0
0.0
Jan 26, 2024
01/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
let's go back to the stoxx and intel, because intel taking a tumble today after a disappointing forecast on yesterday's earnings call. sales and profits came in under wall street estimates. jackie, it seems like it's the outlook here that is spooking investors. jackie: that's right. it overshadowed a very healthy report. you had sales projected to come in between 12.2 billion dollars and $13.2 billion, but wall street was expecting $14.3 billion. that is over a billion dollar miss at the middle range. profits came in projected at $.13 a share, but wall street was expecting $.34. remember, there autonomous vehicle technology company that has reported it will see fewer sales this quarter and into the year, because you are dealing with the stockpile in that technology that is rattling the industry broadly. intel taking the hit there, in addition to the slowdown in its pajama -- programmable chips unit. now, pat gelsinger tried to allay some of these concerns on the conference call, saying the headwinds were temporary and that he expects sales to recover and see positive growth over the cour
let's go back to the stoxx and intel, because intel taking a tumble today after a disappointing forecast on yesterday's earnings call. sales and profits came in under wall street estimates. jackie, it seems like it's the outlook here that is spooking investors. jackie: that's right. it overshadowed a very healthy report. you had sales projected to come in between 12.2 billion dollars and $13.2 billion, but wall street was expecting $14.3 billion. that is over a billion dollar miss at the middle...
0
0.0
Mar 20, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
not sure that's good for intel. down 16%, that's telling you something about it relative to its peers. i think there's clear winners. broadcom is one of them, lam research and certainly we all know what nvidia means. >> i want to respond to bryn's comments. you're going to see nice earnings growth from intel going forward. >> what are you basing that on? >> maybe. not necessarily. >> basing it on 10% revenue growth that's forecast, on the earnings growth, and the fact that everybody is still so bearish on it, goldman has a sell on it. what am i paying for? what's assumed in the stock? really nothing. the highest expectations are possible. to me it's not a core position but is a good position. there are plenty other chips products to manufacture. you are seeing a rejuvenation in the laptop business that will be driven by a.i. >> you were here and we were talking about dell after their earnings, other phone makers including best buy. i know you are saying there are other chip plays but that doesn't seem to be where th
not sure that's good for intel. down 16%, that's telling you something about it relative to its peers. i think there's clear winners. broadcom is one of them, lam research and certainly we all know what nvidia means. >> i want to respond to bryn's comments. you're going to see nice earnings growth from intel going forward. >> what are you basing that on? >> maybe. not necessarily. >> basing it on 10% revenue growth that's forecast, on the earnings growth, and the fact...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
makes me think not intel, dell. a lot of the same underlying things could happen and have been happening, good execution there. >> steve. >> sofi trading back above its 50 day and in after hours it's above its 100. >> thanks for >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. mad money starts now. >>> hey, i'm cramer. welcome to mad money . i'm just trying to make you a little money. my job not just to entertain but to teach you. call me, 1-800-743-cnbc or tweet me at jim cramer. if you took your cue from the action i
makes me think not intel, dell. a lot of the same underlying things could happen and have been happening, good execution there. >> steve. >> sofi trading back above its 50 day and in after hours it's above its 100. >> thanks for >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere and i promise to help you find it. mad money starts now. >>> hey, i'm cramer. welcome to mad...
0
0.0
Apr 26, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel is interesting among chipmakers. it has products, largely cpus that go into personal computers. also cpus, gp used for data centers. at the same time, it wants to have a foundry business. in other words, a contract manufacturing business where it builds semiconductors for others, much like tsmc. the reality is if i took you around the world where intel has a facility and showed you what they are making, they are not making anything for third parties just yet. just for themselves. they are stuck in this moment where neither part of the business is where we promised it should be. sonali: if you see the stock reaction, clearly intel's management has not portrayed its story to investors that could signal when the turnaround would be. what do investors need to hear from them at this point? ed: it is basically name dropping customers and showing evidence they show up in the financials. on the foundry side at least. you heard the sound bite from pat gelsinger. he said we will see progress every quarter through the end of th
intel is interesting among chipmakers. it has products, largely cpus that go into personal computers. also cpus, gp used for data centers. at the same time, it wants to have a foundry business. in other words, a contract manufacturing business where it builds semiconductors for others, much like tsmc. the reality is if i took you around the world where intel has a facility and showed you what they are making, they are not making anything for third parties just yet. just for themselves. they are...
0
0.0
Mar 25, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
dow down 50 points the laggards are intel we will talk more about chipmakers later on in the show. followed by amd which is down 2% united airlines as well. we have news coming up later in the show about them. >>> the markets are headed for a lower open, but that is not stopping the imagination at goldman sachs. the bank sticking with the 5,200 price target of the year, but a new scenario goldman sees the index up 15% to 6,000 by the end of the year that something we will talk more throughout the hour. >>> we are checking the bond market as we he expect the ppce later this week. >>> let's pay attention to the energy market with oil we we see wti up .50% brent crude is up .50% we have to pay attention to bitcoin. we continue to follow its rise it trades around the clock bitcoin at $67,000 this morning. well off the all-time high in recent days. for the month of march, up 30% >>> that's the money check let's see how europe is getting under way with arabile gumede in the london newsroom. a bit of a muted start in europe >> it is, frank. where has the time gone? in the final week of th
dow down 50 points the laggards are intel we will talk more about chipmakers later on in the show. followed by amd which is down 2% united airlines as well. we have news coming up later in the show about them. >>> the markets are headed for a lower open, but that is not stopping the imagination at goldman sachs. the bank sticking with the 5,200 price target of the year, but a new scenario goldman sees the index up 15% to 6,000 by the end of the year that something we will talk more...
0
0.0
Jan 26, 2024
01/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel dropping more than 10% during this period. let's get more on the outlook now because we have our bloomberg intelligence analyst joining us here this morning. talk us through what stood out to you in the numbers. >> definitely the one to miss was the biggest thing that stood out. they had weakness in the non-core segments, which was a growing concern. beyond that, we had expected the pc and server, their core business, to come to the rescue and offset some of that, and that didn't happen. so that's a little bit of a concern. on the positive note, they did guide for the total sales to resume trajectory after the first quarter. paul: the fourth quarter was a slight beat. what were the drivers for that? >> the primary driver was, most of it was drawn down. four q, we saw customers drawing down on the new inventory from intel, these are higher-priced, so it helped them get rid of everything they -- better than anticipated. annabelle: in terms of what intel can have in future growth drivers, we know they are developing their own pro
intel dropping more than 10% during this period. let's get more on the outlook now because we have our bloomberg intelligence analyst joining us here this morning. talk us through what stood out to you in the numbers. >> definitely the one to miss was the biggest thing that stood out. they had weakness in the non-core segments, which was a growing concern. beyond that, we had expected the pc and server, their core business, to come to the rescue and offset some of that, and that didn't...
0
0.0
Apr 2, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >>> coming up, all the intel out of intel. the chip maker updating investors on the newfoundry business. >>> plus, calvin decline. pvh plummeting despite an earnings beat. how it is leading the whole space lower. don't go anywhere. more "fast money" in two. >>> this is "fast money" with melissa lee right here on cnbc. (grandpa) i'm the richest guy in the world. (man 1) i have time to give. (man 2) i have people i can count on. (grandma) and a million stories to share. (vo) the key to being rich is knowing what counts. your shipping manager left to “find themself.” leaving you lost. you need to hire. i need indeed. indeed you do. indeed instant match instantly delivers quality candidates matching your job description. visit indeed.com/hire not all caitlin clarks are the same. caitlin clark. city planner. matching your job description. just like not all internet providers are the same. don't settle. you want fast. get fast. you want reliable. get reliable. you want powerful. get powerful. get real deal speed, reliability and
. >>> coming up, all the intel out of intel. the chip maker updating investors on the newfoundry business. >>> plus, calvin decline. pvh plummeting despite an earnings beat. how it is leading the whole space lower. don't go anywhere. more "fast money" in two. >>> this is "fast money" with melissa lee right here on cnbc. (grandpa) i'm the richest guy in the world. (man 1) i have time to give. (man 2) i have people i can count on. (grandma) and a...
0
0.0
Mar 20, 2024
03/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
its backing intel as the best chance of getting that. for intel they are on the comeback trail. this is a big chunk of that. caroline: let's also think about some of the other names that are likely to be incentivized to build in the united states. it's notable the u.s. name gets a big chunk of change but others will be receiving it from the likes of samsung for example. >> you cannot just back intel. they are falling behind in the last five years. they are making a good shake of a comeback and close to being back where they should be but looking from a purely objective point of view you have to back the winners as well and that would be samsung and semiconductor manufacturing and those companies in the u.s.. ed: pat gelsinger was honest with us last night that the semiconductor industry in this country over 30 years went elsewhere -- elsewhere. therefore it's not to happen overnight bringing it back. walker audience through the footprint of what they're trying to do. arizona and ohio are the focus. the 20 billion actually goes a long way to getting things built. ian: it does and
its backing intel as the best chance of getting that. for intel they are on the comeback trail. this is a big chunk of that. caroline: let's also think about some of the other names that are likely to be incentivized to build in the united states. it's notable the u.s. name gets a big chunk of change but others will be receiving it from the likes of samsung for example. >> you cannot just back intel. they are falling behind in the last five years. they are making a good shake of a...
0
0.0
Apr 2, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
intel would be one of the beneficiaries. the problem is how many other customers are going to sign on with intel. so they can actually be the second largest foundry in the world by 2030. >> let's not forget intel is an american company. that's why this is so important because the existing foundries that are out there, they're located in asia. so, there's so much skepts schism about this whole plan when pat gelsinger came back and first announced it. the fact that they're moving toward actually breaking it out, talking about years in advance something. >> the valuation reflects that, though. you said they wanted to say maybe they were undervalued when i look at the current price to earnings ratio -- >> still a little high. >> near nvidia. >> especially for 2024 numbers, 2025. really quickly, pat gelsinger i spoke to him on a call a few weeks ago, he said we lost our manufacturing here in the united states over three decades to asia, specifically tsmc. it will not happen three to five years. we mentioned this chips act funding
intel would be one of the beneficiaries. the problem is how many other customers are going to sign on with intel. so they can actually be the second largest foundry in the world by 2030. >> let's not forget intel is an american company. that's why this is so important because the existing foundries that are out there, they're located in asia. so, there's so much skepts schism about this whole plan when pat gelsinger came back and first announced it. the fact that they're moving toward...
0
0.0
Jan 26, 2024
01/24
by
CNBC
tv
eye 0
favorite 0
quote 0
bent to that i'll point out after the estimate cut for intel right now, nvidia and intel are at the same valuation on calendar '25 numbers. and the concern on nvidia now is, boy, things are so good, is it sustainable but we just see there is so much legs to a.i. right now nvidia is so dominant in this, the supply constraint today, there is a lot of room for that. in the case of amd, you know, they're smaller and newer on t the reason why the stock has done so well is optimism that they will be sort of the amd to nvidia in a.i., the same way that they have been the amd to intel and cpu for many years. >> we're just looking at all the stocks amd down about 2% on this news this morning even nvidia off by about 1%. you think that's a buying opportunity or should this cast a pall over the rest of the stocks as well >> in amd's case, there is an overlap. so, you know, intel talked about the low end of seasonality for both the pc and the server business that does have an effect on amd. we do think there is potential for some estimate cut on amd into the numbers but the long game on amd is reall
bent to that i'll point out after the estimate cut for intel right now, nvidia and intel are at the same valuation on calendar '25 numbers. and the concern on nvidia now is, boy, things are so good, is it sustainable but we just see there is so much legs to a.i. right now nvidia is so dominant in this, the supply constraint today, there is a lot of room for that. in the case of amd, you know, they're smaller and newer on t the reason why the stock has done so well is optimism that they will be...
0
0.0
Jan 26, 2024
01/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel shares slide in late trade after a bleak forecast for the current quarter. we look at a debt pile left by indonesia was outgoing president. david: happy friday, we made it. we move into europe and see how they continue to digest what the ecb told us. the lack of pushback from the timing of the rate cuts. jakarta is coming online. we have a market that is lower. markets in australia and india, we are focusing on equity markets in china. csi 300 rallied hard. onshore markets on thursday. hong kong rallied. as you can see investors are taking money off the table. we are on stimulus watch. possible announcements, ministry of commerce will be having a briefing. perhaps the reason futures are seeing sharper than usual downside. intel is down over 10% in after-hours trading which might reflect stocks you should be watching. yvonne: we have core pce numbers which are a test of what the data looks like. is the data conclusive? march is going to be a live meeting for the fed. it is 50-50 in terms of those odds. we will see how it plays out, will the ecb cut sooner? sh
intel shares slide in late trade after a bleak forecast for the current quarter. we look at a debt pile left by indonesia was outgoing president. david: happy friday, we made it. we move into europe and see how they continue to digest what the ecb told us. the lack of pushback from the timing of the rate cuts. jakarta is coming online. we have a market that is lower. markets in australia and india, we are focusing on equity markets in china. csi 300 rallied hard. onshore markets on thursday....
0
0.0
Feb 21, 2024
02/24
by
FBC
tv
eye 0
favorite 0
quote 0
intel seems to be stepping up to do it. this is a hard company to get excited about but this is a interesting moment. a lot of good things, and tailwinds for the company. liz: pat was on the show. the stock iser year-over-year up 70%, seven, zero, not bad for intel. we talked to jared bernstein from the administration, we're waiting for the announcement of the chips act money going to intel. good to see you. we're seconds away from the closing bell. you know what comes after that, nvidia earning. hey look, the dow, the s&p, look to close in positive territory. so they scratched back in. the nasdaq clocking its third day in the red. [closing bell rings] tomorrow's medtronic ceo will be here to discuss his outlook on the health care technology industry. that is it for the claman countydown. "kudlow" is next. he will talk nvidia too. larry:
intel seems to be stepping up to do it. this is a hard company to get excited about but this is a interesting moment. a lot of good things, and tailwinds for the company. liz: pat was on the show. the stock iser year-over-year up 70%, seven, zero, not bad for intel. we talked to jared bernstein from the administration, we're waiting for the announcement of the chips act money going to intel. good to see you. we're seconds away from the closing bell. you know what comes after that, nvidia...
0
0.0
Apr 25, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
let's talk about intel. this company used to be the world's dominant chipmaker and has had a tough couple of quarters. what are they doing to turn things around? >> intel is a company that as you said used to the dominate global chip manufacturing and could always be counted on to have the most cutting edge chips when it comes to servers and laptops and other devices. over the years, they have fallen away from being the leader. their technology has not advanced. their capacity for building the worst -- world's best, they ceded that leadership to the likes of tsmc in taiwan. in the area of ai chips, the 800 pound gorilla is nvidia. you have seen nvidia just run circles around intel. in terms of being thought of as a leader in the chipmaking space , because of its ability to make accelerators that are used to power the ai revolution. paul: senior tech editor tom giles. we will dig a little deeper into the u.s. tech earnings shortly but we want to get to one of the big other macro events in the asia-pacific, th
let's talk about intel. this company used to be the world's dominant chipmaker and has had a tough couple of quarters. what are they doing to turn things around? >> intel is a company that as you said used to the dominate global chip manufacturing and could always be counted on to have the most cutting edge chips when it comes to servers and laptops and other devices. over the years, they have fallen away from being the leader. their technology has not advanced. their capacity for...
0
0.0
Apr 3, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 1
explain the shift in timeline intel disclosed last night. ian: there was not a shock for those who were studying it closely but it was arguably a reminder that this is an extremely expensive turnaround. you could argue gale senior was upfront about things and people really should have been paying attention. some of them weren't. if you're casual investor, if you have other options why would you be investing in nvidia, qualcomm, tsmc? what intel did was remind people they are on a tough road and they still have a ways to go. ed: the stock is down 620%, intel. they have a new cfo. ian: a new cfo for their foundry division. the main cfo is still there. ed: got it. caroline: ian taking us around the world with the chip industry today. coming up, we are going back to disney's proxy battle with trian 's nelson peltz. today's the day we get the shareholder meeting. we will discuss it next with one key share herbert -- key shareholder ross gerber. this is "bloomberg technology." ♪ how am i going to find a doctor when i'm hallucinating? what about
explain the shift in timeline intel disclosed last night. ian: there was not a shock for those who were studying it closely but it was arguably a reminder that this is an extremely expensive turnaround. you could argue gale senior was upfront about things and people really should have been paying attention. some of them weren't. if you're casual investor, if you have other options why would you be investing in nvidia, qualcomm, tsmc? what intel did was remind people they are on a tough road and...
0
0.0
Apr 19, 2024
04/24
by
KPIX
tv
eye 0
favorite 0
quote 1
well, microchip maker intel is at the center of the latest high-tech race between the u.s. and china. cbs's jo ling kent got exclusive access to intel's state-of-the-art facility for tonight's "in depth" report. >> reporter: this is the new front line in the global chip war. >> here we go. >> reporter: intel is one of the biggest chipmakers in the world. inside this organ fabrication plant, yellow light protects the millions of chips or semiconductors that powered nearly all of the tech that we use. inside each one of those boxes, 25 silicon wafers, they travel around this factory, running about 200 miles over 3-6 months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is accelerating production to satisfy massive demand. >> every aspect of human existence is dependent more and more on what we do with semiconductors. >> reporter: is a matter of national security, too. for example, if china were to ever invade taiwan and block chips made on the island, the global financial impact could be more than $1 trillion. that p
well, microchip maker intel is at the center of the latest high-tech race between the u.s. and china. cbs's jo ling kent got exclusive access to intel's state-of-the-art facility for tonight's "in depth" report. >> reporter: this is the new front line in the global chip war. >> here we go. >> reporter: intel is one of the biggest chipmakers in the world. inside this organ fabrication plant, yellow light protects the millions of chips or semiconductors that powered...
0
0.0
Apr 20, 2024
04/24
by
KPIX
tv
eye 0
favorite 0
quote 0
let's go. >> reporter: intel is one of the biggest chipmakers in the world. inside this oregon fabrication plant, yellow light protects the millions of chips, or semiconductors, that power nearly all of the tech that we use. inside each one of those boxes, 25 silicon wafers. they travel around this factory, running about 200 miles over 3 to 6 months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is accelerating production to satisfy massive demand. >> every aspect of human existence is depending more and more on what we do with semiconductors. >> reporter: it's a matter of national security, too. for example, if china were to ever invade taiwan and block chips made on the island, the global financial impact could be more than $1 trillion. that puts intel under tremendous pressure, especially after the biden administration awarded the company $8.5 billion from the chips act to build more fabrication plants and upgrade others. why should a taxpayer believe that this is actually going to happen? >> if y
let's go. >> reporter: intel is one of the biggest chipmakers in the world. inside this oregon fabrication plant, yellow light protects the millions of chips, or semiconductors, that power nearly all of the tech that we use. inside each one of those boxes, 25 silicon wafers. they travel around this factory, running about 200 miles over 3 to 6 months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is accelerating production to...
0
0.0
May 1, 2024
05/24
by
KPIX
tv
eye 0
favorite 0
quote 0
intel is one of the biggest chipmakers in the world. in the plant, yellow light protects the millions of chips, or semiconductors, that power nearly all the tech we use. inside each one of those boxes, 25 silicon wafers. they travel around this factory, running about 200 miles over three to six months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is ramping up production to meet insatiable demand. >> every aspect of human existence is depending more and more on what we do with semiconductors. >> reporter: it's also a matter of national security. for example, if china were to ever invade taiwan and block chips made on the island, the worldwide financial impact could amount to more than a trillion dollars. >> we invented semiconductors. the world now depends on those semiconductors. we have failed to be the leading manufacturer of chips in the world. >> reporter: to change that, the white house recently awarded intel $8.5 billion from the chips act to build more fabrication plan
intel is one of the biggest chipmakers in the world. in the plant, yellow light protects the millions of chips, or semiconductors, that power nearly all the tech we use. inside each one of those boxes, 25 silicon wafers. they travel around this factory, running about 200 miles over three to six months, going through thousands of steps before they are officially a semiconductor. ceo pat gelsinger says intel is ramping up production to meet insatiable demand. >> every aspect of human...
0
0.0
Apr 13, 2024
04/24
by
CSPAN
tv
eye 0
favorite 0
quote 0
our friend are the intel community. i reserve. the speaker pro tempore: the gentleman reserves. the gentleman from ohio is recognized. mr. turner: in conclusion, as we look at this debate and this bill which is about spying on foreigners abroad, hezbollah, hamas, the chinese communist party, giving them constitutional protections is unprecedented. there's no court that has ever done it. there's been no bill that has passed this house that gives constitutional protections to foreigners abroad. americans' constitutional rights are preserved in the constitution. this amendment undermines our security by giving americans constitutional rights here in the united states to foreign adversaries. vote no on the biggs amendment. vote no on this amendment. the speaker pro tempore: the gentleman yields back. the gentleman from texas is recognized. mr. roy: this amendment is about reporting requirements. on the point of the warrant, after the rampant abuses by the federal government, it's clear we should have a warrant requirement u
our friend are the intel community. i reserve. the speaker pro tempore: the gentleman reserves. the gentleman from ohio is recognized. mr. turner: in conclusion, as we look at this debate and this bill which is about spying on foreigners abroad, hezbollah, hamas, the chinese communist party, giving them constitutional protections is unprecedented. there's no court that has ever done it. there's been no bill that has passed this house that gives constitutional protections to foreigners abroad....
0
0.0
Apr 3, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
intel has hit a loss. it disclosed how much it makes in sales on its own. >>> shares of paramount global are rising. "the new york times" says paramount is considering exclusive talks with skydance, the media company lead by david ellison. >>> the cyber review board is placing the blame on most over the hack of top officials' emails last year. in a new report the company calling the breach preventible. >>> trump media's co-founders are suing. >>> and shares of cal maine foods third quarter beat an ana analysis. >>> this morning we get the latest adp employment numbers and services nonmanufacturing figures. we're watching earnings from levi strauss. and the big event of the day is disney's annual shareholder meeting kicking off this afternoon. and fed chair speeches including from jerome powell. >>> raphael bostic will be coming up on "squawk box" at 8:30 a.m. eastern time. >>> and as markets continue to face fresh turbulence, a pair of interviews you won't want to miss when steve cohen joins "squawk box" a
intel has hit a loss. it disclosed how much it makes in sales on its own. >>> shares of paramount global are rising. "the new york times" says paramount is considering exclusive talks with skydance, the media company lead by david ellison. >>> the cyber review board is placing the blame on most over the hack of top officials' emails last year. in a new report the company calling the breach preventible. >>> trump media's co-founders are suing. >>>...
0
0.0
Mar 25, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
the intel's earnings is worse. you take a similar chunk off of both of them, it actually hits intel worse. but there is nothing to change yet, if that is what you are asking. apparently, these rules were actually put in place in december. it's probably not anything it will happen over time, assuming it happens at all. there are a lot of other issues that i think are going on with both stocks that are probably bigger, or more near-term things to worry about than this anyway. there is nothing to change it. we will see how things progress over time. >> you see this impacting the trade wars and all the other conflicts with you think this can escalate? the way these stocks and products are treated? >> look, you look at the magnitude of this versus what the u.s. is done. certainly, u.s. efforts are a lot bigger. remember, that is by design. what they can do to push back, it is very, very limited. the u.s. is kind of holding the cards. we will see if there are broader trade wars. they've got other elements they can use. w
the intel's earnings is worse. you take a similar chunk off of both of them, it actually hits intel worse. but there is nothing to change yet, if that is what you are asking. apparently, these rules were actually put in place in december. it's probably not anything it will happen over time, assuming it happens at all. there are a lot of other issues that i think are going on with both stocks that are probably bigger, or more near-term things to worry about than this anyway. there is nothing to...
0
0.0
Apr 26, 2024
04/24
by
CNBC
tv
eye 0
favorite 0
quote 0
kristina partsinevelos on intel. wanted to take a look at shares of charter that company reporting earnings this follows the report from our parent company yesterday that was not well received by the marketplace. in particular as well, comments from comcast cfo jason armstrong yesterday in terms of the environment for the broadband. broadband is the key business for comcast and charter as well, although wireless becoming a more important business and they did add what were in line essentially with whatanalysts had been expecting, some i think 480,000 mobile subscribers 75,000 broadband subscribers were lost during the quarter again kind of more or less in line with video, continues to erode. 405,000 subscribers. as an overall percentage of the number of customers they had that was larger than 389,000 at comcast and points to overall a shrinking, continuing to shrink world for the cable ecosystem. some of that being made up by the virtual mpds youtube which has 8 million. on the cast call chris winfrey ceo of charter
kristina partsinevelos on intel. wanted to take a look at shares of charter that company reporting earnings this follows the report from our parent company yesterday that was not well received by the marketplace. in particular as well, comments from comcast cfo jason armstrong yesterday in terms of the environment for the broadband. broadband is the key business for comcast and charter as well, although wireless becoming a more important business and they did add what were in line essentially...
0
0.0
May 23, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
besides, day what more should intel be doing? dan: they have to focus on trying to be nvidia, and in some component. have the install base. it's good to be about innovation. i think the problem with intel is it's been nightmare after nightmare, a blackeye after blackeye in terms of going from an engagement perspective. they have the right strategy but that three dollars gets you a cup of coffee. >> when it comes to intel, and we theresa report i have to ask you about this we are recent report about what this would mean if china were to invade taiwan and how these companies can flip a switch because all their chips mostly are being made in taiwan. you see some pretty aggressive military moves around the taiwan country and the straight because of the recent elections. when these kind of risks how much do they weigh on you. >> it's right now contained risk so that if you say what could spoil the party it's not the fed or demand, china continues to be the biggest risk here from geopolitical perspective and that's why i think right no
besides, day what more should intel be doing? dan: they have to focus on trying to be nvidia, and in some component. have the install base. it's good to be about innovation. i think the problem with intel is it's been nightmare after nightmare, a blackeye after blackeye in terms of going from an engagement perspective. they have the right strategy but that three dollars gets you a cup of coffee. >> when it comes to intel, and we theresa report i have to ask you about this we are recent...
0
0.0
May 13, 2024
05/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
the latest headlines from nvidia, arm, intel, and more. ed: apple nears a deal with openai. caroline: shares of gamestop surge admitted speculation that roaring kitty is back. we discussed that and so much more. let's turn our attention to the macro picture. new headlines coming from the new york fed when it comes to consumer sentiment. it is still running hot, 3.3% in terms of where consumers see inflationary pressures being in a year. still holding onto gains, .3% higher. cpi on wednesday, ppi on thursday. 2-year yield remaining higher. borrowing costs remaining high. money going in, yields go lower by two basis points. bloomberg dollar index also down, some anxiety around inflation despite the new york fed data. let's look at what is happening in bitcoin. even though the dollar is up by .1 percent, crypto is higher by 2.3%. i know that you'll focus on gamestop. this is the read across from some of that renzi, related names. what have you got on the micro? ed: gamestop. meme stock manny is back. this is a two day chart to illustrate the point. 100% up. this is just from on
the latest headlines from nvidia, arm, intel, and more. ed: apple nears a deal with openai. caroline: shares of gamestop surge admitted speculation that roaring kitty is back. we discussed that and so much more. let's turn our attention to the macro picture. new headlines coming from the new york fed when it comes to consumer sentiment. it is still running hot, 3.3% in terms of where consumers see inflationary pressures being in a year. still holding onto gains, .3% higher. cpi on wednesday,...
0
0.0
May 13, 2024
05/24
by
CNBC
tv
eye 0
favorite 0
quote 0
plant in ireland intel wouldn't confirm but recall it only just two years ago, intel struck a $30 billion deal with brookfield for a minority stake in intel's fab in return for investment. intel called that brookfield investment part of their smart capital strategy with more plans to use that smart capital strategy, so apollo would fit that perfectly scott? >> all right perfection thank you. kristina partsinevelos >>> all right, mike, back to you, about two minutes, we're going to hear the sound effect in a second. this apple comeback has been pretty powerful. >> yeah, for sure. you know, it's very interesting, in that you have this sort of serial anticipation of all these develop developers conferences and all you have to do is be a little bit of a left behind stock and say the words a.i., and have it be plausible, and it does work it also feeds into this kind of, you know, leadership influx. so, you see tesla and apple up there today in terms of mag seven performance. you see meta and alphabet on the downside so, i think that's what's been going on in this mark. it's been grabbing for l
plant in ireland intel wouldn't confirm but recall it only just two years ago, intel struck a $30 billion deal with brookfield for a minority stake in intel's fab in return for investment. intel called that brookfield investment part of their smart capital strategy with more plans to use that smart capital strategy, so apollo would fit that perfectly scott? >> all right perfection thank you. kristina partsinevelos >>> all right, mike, back to you, about two minutes, we're going...
0
0.0
Jan 26, 2024
01/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
ed ludlow on intel. and greg valliere on president biden wrapping up his campaign -- ramping up his campaign. six-day winning streak for stocks. cameron dawson. doesn't guarantee better earnings. this did not happen in 2023. gdp was much stronger than expected but eps estimates did not budge. the difference that you see between what stock prices are doing and eps revisions are going. >> there is been an interesting to vergence brewing the last four months is that you've seen multiples expand significantly and yet that entire time you have slowly seen eating away eps estimates for 24 and 25. 2024, doubt about half a percent. -- down about half a percent. you would hope you would start to see a little bit of uplift in eps estimates. i think the reason you're not, the estimates are fairly optimistic. they were present in 10% plus for this year, 11% for 2025. which means the equity market really never believed we were going to have a hard laden. jonathan: let's go over the last year. it is not like it ran aw
ed ludlow on intel. and greg valliere on president biden wrapping up his campaign -- ramping up his campaign. six-day winning streak for stocks. cameron dawson. doesn't guarantee better earnings. this did not happen in 2023. gdp was much stronger than expected but eps estimates did not budge. the difference that you see between what stock prices are doing and eps revisions are going. >> there is been an interesting to vergence brewing the last four months is that you've seen multiples...
0
0.0
Mar 20, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
. >>> intel is probably happy. the biden administration awarding intel nearly $20 billion in grants and loans from the c.h.i.p.s. act. they'll offer loans to build out manufacturing. it will cree yeet 30,000 construction and manufacturing jobs at facilities in ohio and arizona. president biden will travel there later today to deliver remarks. we'll have an interview with pat gelsinger at 9:30 and again at "closing bell" at 4:00. >> intel is expected -- at least the administration says expect it to spend $100 billion of its own money investing in these things over the next five years. $20 billion a year, that's pretty significant. that's what you see from an at&t, verizon, on an annualized basis. >> if it always worked and you hired 30,000 people and everything works the way it should, it seems like it's a no-brainer and it should always work, but then you start wondering. you look at when the government picks winners and losers. you hope you get the best use of capital that you have, and a lot of times the governme
. >>> intel is probably happy. the biden administration awarding intel nearly $20 billion in grants and loans from the c.h.i.p.s. act. they'll offer loans to build out manufacturing. it will cree yeet 30,000 construction and manufacturing jobs at facilities in ohio and arizona. president biden will travel there later today to deliver remarks. we'll have an interview with pat gelsinger at 9:30 and again at "closing bell" at 4:00. >> intel is expected -- at least the...
0
0.0
Mar 20, 2024
03/24
by
CNBC
tv
eye 0
favorite 0
quote 0
intel, look, it's been a massive disappointment. it gets back to, where do you think, first of all from the stock's perspective, i think it's underowned. there's no question to me, for all the reasons we just talked about, but i look to the future, and i look at the dynamic, the cap x spend of the communications service providers, the hyper scalers. they are going to be double-different cap x growth for the next three, four, five years, and intel is going to grow into this. not cheap, certainly not cheap on valuation, but i think you can wade through here. every time they report, we've seen the cycle for the stock. it sells off 10%, 15%, creeps back up and takes out the highs. you trade it that way if you want. >> i wonder where the semiconductor cycle will be in '27 or '28 when the plants are finally operational, i ask reor theically. but you have to wonder, you know, how that's going to line up for them. >> i don't think they know the answer to that question, unfortunately. and i'll say this with respect to intel, i mean, they got
intel, look, it's been a massive disappointment. it gets back to, where do you think, first of all from the stock's perspective, i think it's underowned. there's no question to me, for all the reasons we just talked about, but i look to the future, and i look at the dynamic, the cap x spend of the communications service providers, the hyper scalers. they are going to be double-different cap x growth for the next three, four, five years, and intel is going to grow into this. not cheap, certainly...
0
0.0
Feb 21, 2024
02/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
intel has two sides. it has process technology, the advanced chips it designs and manufactures as intel, and that it has the foundry. i am really interested in the foundry business because we need more capacity in the west. we put too much risk on having everything manufactured at the leading edge in taiwan. haidi: the other thing you talk about is, i suppose, the nature of how investors process the lower of large numbers. you talked about four more quarters of this extraordinary level of growth for nvidia before the china equation comes in. how much longer do we see this exuberance when it comes to the market sentiment side of things? daniel: the market is heavily rotated on a few different names right now and you saw how sensitive people market got just going into this quarter. i think nvidia, mostly through its post-print earnings and this jump, is only getting back to where it was a few days ago. i think the whole market is almost dependent on nvidia. last quarter was the microsoft google day and then
intel has two sides. it has process technology, the advanced chips it designs and manufactures as intel, and that it has the foundry. i am really interested in the foundry business because we need more capacity in the west. we put too much risk on having everything manufactured at the leading edge in taiwan. haidi: the other thing you talk about is, i suppose, the nature of how investors process the lower of large numbers. you talked about four more quarters of this extraordinary level of...
0
0.0
Apr 3, 2024
04/24
by
BLOOMBERG
tv
eye 0
favorite 0
quote 0
a new division at the company dubbed intel foundry recorded an operating loss of $7 million in 2023, more than the $5.2 billion it posted the previous year. sales fell short at the unit with $18.9 billion recorded in 2023 down from $27.5 billion the previous year. women's college basketball has a new tv ratings record. monday's highly anticipated rematch between the lsu tigers and iowa hawkeyes drew over 12 million viewers. that makes of the most watched college basket ballgame in the history of the network. it tops the viewers for last year's nba finals and baseballs world series. caitlin clark lead the way for the hawkeyes with a dominating 41 point performance on the way to an iowa win. that's your bloomberg brief. >> next, adp payrolls data ahead of friday's management. >> we are probably going to see a slower growth rate in the job market. we are in a soft landing but the overall trend is going in the right direction. that's the strongest argument for buying extended duration. >> the data up next. ♪ harlem has everything. but i couldn't find pilates anywhere. so i started my o
a new division at the company dubbed intel foundry recorded an operating loss of $7 million in 2023, more than the $5.2 billion it posted the previous year. sales fell short at the unit with $18.9 billion recorded in 2023 down from $27.5 billion the previous year. women's college basketball has a new tv ratings record. monday's highly anticipated rematch between the lsu tigers and iowa hawkeyes drew over 12 million viewers. that makes of the most watched college basket ballgame in the history...