Podcast On the Business of Semiconductors, The Circuit

The Circuit

Podcast On the Business of Semiconductors

A Podcast On the Business of Semiconductors. With Jay Goldberg and Ben Bajarin

Equity Bottom-Up

<ul><li>The Circuit podcast discusses the uncertainty surrounding Intel's future leadership and strategic direction</li><li>Ben and Jay analyze the board's role in Intel's challenges and debate the company's path forward</li><li>The podcast ends on a hopeful note, with Jay expressing optimism about Intel's 14A technology and the potential for success in the future</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Circuit podcast discusses the uncertainty surrounding Intel's future leadership and strategic directionBen and Jay analyze the board's role in Intel's challenges and debate the company's path forwardThe podcast ends on a hopeful note, with Jay expressing optimism about Intel's 14A technology and the potential for success in the futureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Intel is struggling, with a dismal stock performance and job cuts</li><li>The company's risky and capital-intensive strategy may not be sustainable</li><li>The core business is no longer sufficient to support their strategic goals, leading to financial challenges and market share loss.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel is struggling, with a dismal stock performance and job cutsThe company's risky and capital-intensive strategy may not be sustainableThe core business is no longer sufficient to support their strategic goals, leading to financial challenges and market share loss.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Lots More on the Ongoing Mess That Is Intel

<ul><li>Intel is spinning off their foundry division into its own entity within the company, with financial independence and guardrails in place.</li><li>The company is not selling off assets as a whole but is making strategic deals, such as a partnership with Amazon.</li><li>A letter from Intel's CEO to the team hints at potential activist investor issues and the company's legal obligations in response to potential acquisition offers.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel is spinning off their foundry division into its own entity within the company, with financial independence and guardrails in place.The company is not selling off assets as a whole but is making strategic deals, such as a partnership with Amazon.A letter from Intel's CEO to the team hints at potential activist investor issues and the company's legal obligations in response to potential acquisition offers.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 86: Intel's Inflection Point?  Analyzing the Intel Plan.

Podcast by Dom Cooke to explore big businesses, Business Breakdowns

Business Breakdowns

Podcast by Dom Cooke to explore big businesses

Learn how companies work from the people who know them best. We do deep research and interview industry veterans, investment professionals, and corporate executives to explain the inner workings of public stocks and private businesses. For each company, we break down their history, business model, financial statements, secret sauce, and bull/bear case. We believe every business has lessons to teach us and Breakdowns is here to highlight them. Learn more and stay up to date at www.joincolossus.com.

<ul><li>Investment firms are using Ten East to diversify their personal portfolios.</li><li>Business Breakdowns is a podcast series that explores the history, business models, and competitive advantages of different businesses.</li><li>Todd Austin, CIO of Parnassus Investments, discusses Intel's fall from its iconic status and the factors that contributed to it.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Investment firms are using Ten East to diversify their personal portfolios.Business Breakdowns is a podcast series that explores the history, business models, and competitive advantages of different businesses.Todd Austin, CIO of Parnassus Investments, discusses Intel's fall from its iconic status and the factors that contributed to it.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

<ul><li>ARM reported good numbers with steady guidance for the coming quarter.</li><li>Qualcomm's earnings performed well, but concerns exist over rising costs and potential loss of customers.</li><li>Uncertainty surrounds US government policies on semiconductor manufacturing and trade with China, impacting industry players like Intel and Nvidia.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

ARM reported good numbers with steady guidance for the coming quarter.Qualcomm's earnings performed well, but concerns exist over rising costs and potential loss of customers.Uncertainty surrounds US government policies on semiconductor manufacturing and trade with China, impacting industry players like Intel and Nvidia.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

United States

Intel Corporation designs, manufactures, and sells computer components and related products.  The Company's major products include microprocessors, chipsets, embedded processors and microcontrollers, flash memory products, graphics products, network and communications products, systems management software, conferencing products, and digital imaging products.

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Intel Corp (INTC US)

Episode 96: The State of Intel Post Pat G, Product Roadmap focus, Foundries Strategic Value

Ben and Jay discuss the recent changes at Intel, including the departure of CEO Pat Gelsinger and potential strategies for the company's future...

The Circuit

Lots More on the Ongoing Mess That Is Intel

Intel is facing challenges with their performance and stock price due to their risky strategy, but they are doubling down on manufacturing and...

Odd Lots

Episode 86: Intel's Inflection Point? Analyzing the Intel Plan.

Intel is spinning off its foundry business, announcing a strategic deal with Amazon, facing activist issues, and handling potential offers,...

The Circuit

Intel: Cyclical Recovery or Secular Demise? - [Business Breakdowns, EP.149]

In this episode of Business Breakdowns, Todd Austin from Parnassus Investments discusses the decline of Intel, including its loss of market share...

Business Breakdowns

Episode 93: Arm/QCOM Earnings, Trump Presidency Impact on Semis, NVDA Preview

In this episode of The Circuit podcast, various semiconductor companies including ARM, Qualcomm, Intel, and Nvidia are discussed, with a focus on...

The Circuit

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