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.

Thematic (Sector/Industry)

<ul><li>Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.</li><li>Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.</li><li>Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Microsoft's focus on AI resulted in throwing themselves under the bus to keep the AI train going.Microsoft's decision to maintain CapEx numbers for AI semis may not align with street expectations.Microsoft's shift away from AI for small and medium businesses indicates uncertainty about the utility of AI for a large part of the customer base.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

<ul><li>CES portfolio rebalancing happening at the beginning of the year</li><li>Predictions for semiconductor and tech industry in 2025</li><li>Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhones</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

CES portfolio rebalancing happening at the beginning of the yearPredictions for semiconductor and tech industry in 2025Expectations for aerospace and military spending, as well as developments in AR glasses and foldable iPhonesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Episode 99: Semis Outlook for 2025 - Bullishness Remains

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

Episode 103: Earnings - MSFT, META, AAPL, INTC - The Custom ASIC Debate!

Microsoft's financial numbers remained steady with a focus on AI investment and potential growth in other areas of the business.

The Circuit

Episode 99: Semis Outlook for 2025 - Bullishness Remains

Discussion on stock portfolio rebalancing and technology trends for 2025, including AI, semiconductor, and AR glasses markets, with predictions on...

The Circuit

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