CNBC: Power Lunch
5/2/2024 6:49pm
... that's probably not the best scenario, but it is cheaper than intel and amd on a pe basis. those are much better analogs. it is tied to the phone space, which could be good, except it exposes to china ...
CNBC: Power Lunch
5/2/2024 6:06pm
... i think the next m3 chip was interesting. you see the momentum for a a.i. pc. intel had a tough quarter but did show 31% growth in their pc business, the client business. amd had an 80% plus growth ...
CNBC: Squawk Box
5/2/2024 11:50am
... people are asking, is it 55% outsiders? doesn't matter percentage. we know based on intel students ...
CNBC: Squawk on the Street
5/1/2024 1:09pm
... bottleneck, not a demand problem. true there's not even a bottleneck not even a bottleneck no. she has the -- the issue is, why should she say this 5 to 6 well, what's the point so, you do a downside surprise meantime, jim, intel is coming off its worth month, i ...
CNBC: Worldwide Exchange
5/1/2024 9:02am
... force, caterpillar, microsoft, ibm, and boeing accounting for about 1200 of the dow's 1800 trop. intel down more than 30%. ...
CNBC: Street Signs
5/1/2024 8:25am
... long longwinded in the u.s. you have a long one like complexity's good. as you pointed out, intel of the global supply chain, i think the fragmentation of supply ...
CNBC: Fast Money
4/30/2024 9:19pm
... encompasses pc sales. that was up 80%. management says much like intel that the second half of this year will be stronger, driven by that pc refresh cycle and possibly the a.i. pc, but i'm skeptical, because we haven't seen that gain traction just yet. expectations, though, were high ...
CNBC: Closing Bell
4/30/2024 7:39pm
... outside of ai which you qualify as spending not being great. yes, and it's all true. you need to look at intel's results from the other day. they play in all of those markets and the results were not great, right? amd, you have to remember, their core business, the non-ai service has been weak for ...
CNBC: Closing Bell
4/30/2024 7:36pm
... bernstein research. that is a creative headline and, by the way, i'm sorry i missed you when you were here in person at post nine. that's okay. next time. a show about nothing, and what sense? to be fair, that was a preview. the title more referred to intel than amd. amd is going to be all that ...
CNBC: The Exchange
4/30/2024 5:53pm
... little weary may not be as good as they were expecting. then you look at amd, as much as artificial intelligence is their story, a lot of their business is in things like pc and gaming. as you saw with intel, it's ...
CNBC: The Exchange
4/30/2024 5:30pm
... astrazeneca up 12% thanks in part to last week's big earnings week. intel is down 30% in april following friday's 9% drop after giving weak guidance for the current quarter. ...
CNBC: Fast Money Halftime Report
4/30/2024 4:15pm
... the stock in the last month, a pullback of almost 15%. i think the concern with amd is you still have part of its business that is cyclical in nature. it is exposed to 20% of revenue, to more traditional servers. we know from intel, tsmc, a list ...
CNBC: Squawk on the Street
4/29/2024 2:21pm
... still soft accenture, ibm, intel, tsmc warned of weaker spend in q1 and q2 intel and sk warned of softer pc sales and sk hanknicks, smartphone sales which is ...
CNBC: Mad Money
4/26/2024 10:00pm
... making a move. karen yes, the intel 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. ...
CNBC: Fast Money
4/26/2024 10:00pm
... . final trade time, julie. you know thinking of the gold man results i like. chinese internet, jd.com, making a move. karen yes, the intel makes me think not intel, dell. a lot of the same underlying ...
CNBC: Fast Money
4/26/2024 9:45pm
... strategy is a little bit more sell to gpu, their cards, i don't think they're going to actually make a cpu, butt i fee that qualcomm is getting into the business we expect them to have a little bit of traction. intel really in corporate is the standard, and i think once that ...
CNBC: Fast Money
4/26/2024 9:44pm
... away from intel with their pcs, intel, revenue is 58%, as you said it's over 50, right it's 58% is pc centric, but is there a chance that gpus are really where the puck is going and they'll lose on that front ...
CNBC: Fast Money
4/26/2024 9:43pm
... bleak, but this has usually been the time to at least trade it. in the break, we were talking about how not many of your clients own intel. they abandoned intel after that disastrous call on foundries and the loss that the company was going sto see, what does management need to communicate ...
CNBC: Fast Money
4/26/2024 9:41pm
... later in the year start to see pcs pick back up again there's an expiration ofport for windows. that should be a corporate catalyst, and intel benefits we've been pounding the table on like nvidia and like a few of the names that are a little more ...
CNBC: Fast Money
4/26/2024 9:40pm
... funny. it's over half the revenue, and pc has petered out we think they pick out in the back half. intel is a funny beast when they're beating numbers they sound like geniuses and then when things don't happen it's a pile-on this is probably an overreaction ...
CNBC: Fast Money
4/26/2024 9:40pm
... soft demand forecast for q2. one bull is buying what intel is promising. his firm still thinks things will pick up in the second half of the year. so you believe him you believe intel? well, look, this has been a roller coaster ride. ...
CNBC: Fast Money
4/26/2024 9:39pm
... august. intel, hitting its lowest level since last june. it is now down over 35% this year making it the second worst performing stock in both the s&p as well as the nasdaq 500. pat gelsinger saying the gave a ...
CNBC: Fast Money
4/26/2024 9:29pm
... we dive into the sizzling performance and what it could mean for other chains next plus, why buy intel? the semi stock can't seem to get out of its own way, but is there any upside here? we'll sit down with an analyst ...
CNBC: Fast Money
4/26/2024 9:00pm
... plus, intel on the out, the semi stock plunging to more than ten-month lows, even as the rest of the chip stocks catch a bid. and later, goldman glistens, ...
CNBC: Closing Bell
4/26/2024 8:00pm
... that's the scorecard on wall street but the action is just getting started. welcome to 'closing bell overtime.' i'm morgan brennan intel sitting out this ...
CNBC: Closing Bell
4/26/2024 7:44pm
... barometer for semiconductors as a whole. bernstein calling the company, quote, profoundly broken even as intel management called for a bottom last quarter, shares down 9% did you guess the shoe company, ...
CNBC: Closing Bell
4/26/2024 7:43pm
... you talked about i'll say i'm winning in this category intel failing to impress investors and promised that the second half of the year would be better shares are down 9% today, down 33% on the year. underperforming is a great ...
CNBC: The Exchange
4/26/2024 5:47pm
... half thanks in part to the pc refresh. that's not the only thing driving demand the ceo sat down with john forte and addressed how intel is meeting ai demand. overall, our view is that the ...
CNBC: The Exchange
4/26/2024 5:47pm
... exchange,' everybody time now for a little show and tell, where we show you the chart and tell you the story intel lower on a revenue miss, disappointing second quarter guidance management. expects a recovery in the second ...
CNBC: The Exchange
4/26/2024 5:43pm
... construction loan today. so demand is way outpacing any new supply, and the fundamentals are really strong across the lodging space today. thank you very much good fortune to you. appreciate it, tyler. coming up, intel sinking on ...
CNBC: The Exchange
4/26/2024 5:29pm
... something amazing is happening here. the next era of ai has arrived. cdw data engineers are helping organizations harness the power of ai with intel core ultra processors. the power to run workloads faster means ...
CNBC: Squawk on the Street
4/26/2024 2:33pm
... comcast shares, rebounding a bit as you pointed out earlier. 1.5%. speaking of charter and intel some of the laggards on the s&p this morning take a look, although the tape fairly constructive at 5100. more on the movers you might have missed and there are a ...
CNBC: Squawk on the Street
4/26/2024 2:31pm
... 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 ...
CNBC: Squawk on the Street
4/26/2024 2:30pm
... roughly 48% since his rein in 2021 intel shares have been under performing the broader chip sector consensus is, i don't want to hate on this company, but investors want to root for intel in their turnaround plan but ...
CNBC: Squawk on the Street
4/26/2024 2:30pm
... goldman sachs worries intel will keep losing market share in data centers to nvidia and amd, arm, and we talk about losing shares or losing market share, look at the stock. it's taken a nose dive since pat gelsinger took over as ceo, down ...
CNBC: Squawk on the Street
4/26/2024 2:30pm
... they launch two data center products and two client products over three new manufacturing tech notes intel did promise their new ai chip we talked about that a few weeks ago. the gowdy 3, would bring in over $500 million in revenue in the second half of the year. ...
CNBC: Squawk on the Street
4/26/2024 2:29pm
... all the other especially ai focused chip makers up this morning and intel getting slammed. it is a divergence, but at the same time it seems to be a continuing story for intel they're promising us that business will get better but investors are losing faith as ...
CNBC: Squawk on the Street
4/26/2024 2:28pm
... business forecast for the second half and somewhat like the market indicates, maybe a little bit of market weakness in the first half of the year we're work through that, but we're very confident in the outlook. that was intel ceo pat gelsinger speaking with jon fortt about the chipmaker's ...
CNBC: Squawk on the Street
4/26/2024 2:25pm
... meantime, guys, first peek above 5100 in almost two weeks intel is down on its weak outlook. what's ahead for the company here we'll take a look at what the street is saying da wn 'rba i2.ce target cuts toy,hewee ckn. ...
CNBC: Squawk on the Street
4/26/2024 2:17pm
... as we head to break here's our road map for the rest of the hour shares of intel plunging price target cuts on the stock this morning we'll break them down for you. we're keeping an eye on shares of exxon and chevron, they are both down despite some ...
CNBC: Squawk on the Street
4/26/2024 2:02pm
... 2-year yield here are movers we're watching alphabet and microsoft helping drive the market higher their shares getting a nice pop after both of them report strong earnings we're going to speak with one analyst who raised his price target on alphabet shares of intel on pace for their worst day in ...
CNBC: Squawk on the Street
4/26/2024 1:38pm
... weakness in pcs like everyone else, as they say, when no one saw it other than intel now, there was a moment in the intel conference call where he said, we're going back to groveian ways. that's a reference to andy grove, who, may i just mention, ...
CNBC: Squawk on the Street
4/26/2024 1:38pm
... can we point out, we have microsoft saying great things about the pc we had micron earlier on saying the pc has bottomed. but now intel, which is the primary pc chip company, their stock is down 12%, so the question is, why did they see ...
CNBC: Squawk on the Street
4/26/2024 1:22pm
... they require 40 to 80% more d-ram content than the average pc and these a.i.-enabled pc, the neural processor units will continue to increase their adoption late this year and into 2025 intel last night said that pcs are weak, so i was thinking ...
CNBC: Squawk Box
4/26/2024 12:18pm
... brush, can't use maybe help intel get above a ten year, wherever it is last time i saw it was 32. ronnie, thanks professor. thank you thanks for having me. when we come back, breaking pce inflation data due out at ...
CNBC: Squawk Box
4/26/2024 12:14pm
... all. now with the four major producers, samsung, intel. tmsc and micron, for the first time in decades we are leading edge producers here in the united states. the only country that can boast to have all top manufacturers with facilities in the united ...
CNBC: Squawk Box
4/26/2024 11:00am
... for obvious reasons. we think there is a lot of legs to go in a.i we like amd as well. we think amd is the number two to nvidia, just like they have been number two to intel for a long, long time. ...
CNBC: Squawk Box
4/26/2024 11:00am
... we got intel, nvidia, qualcomm, and advanced micro who else do you want to throw in the mix? if you were to stack rank them in terms of how you want to own them or not, tell the viewers. right, so, nvidia is our top pick, our top pick for a while ...
CNBC: Squawk Box
4/26/2024 10:59am
... memory, where they're fully participating in a.i. right now, you know, and the problem you have also with semiconductors is it is a cyclical business. by the time you get to potentially the payoff on intel in 27, 28, we could be going ...
CNBC: Squawk Box
4/26/2024 10:58am
... journey, the foundry business at least for investors was looked at to be optionality it is not optionality anymore. that's what is needed to drive profitability for intel. what do you think this company should be worth, stock right now trading at 32.46. yeah, so, our price target ...
CNBC: Squawk Box
4/26/2024 10:57am
... fully in that. and the rest of intel's market such as the traditional cpu server business just isn't growing fast enough to cover the massive costs. i think there are a few questions. one, will it ever grow fast enough or is the need for faster ...
CNBC: Squawk Box
4/26/2024 10:57am
... gelsinger has done a very good job in fixing intel's manufacturing. the problem is that comes at enormous cost, and, you know, what happened in four years since they started this is the markets changed and the change was obviously a.i. and intel is not participating ...
CNBC: Squawk Box
4/26/2024 10:57am
... year we have gone through the inventory construction we had last year. the end markets haven't come back as strongly as perhaps intel would have happened in the server and pc side and gross margin pressure as well. i think what is really important for the stock is something they ...
CNBC: Squawk Box
4/26/2024 10:56am
... that was intel's ceo pat gelsinger. they reported mixed reports and offered a weakguidance for the second quarter i want to bring in chris cosell for some analysis on this. ...
CNBC: Squawk Box
4/26/2024 10:52am
... have received the presidential medal of freedom he certainly deserved the medal more than a lot of other people, buffett said i'll put it that way cecil williams was 94. coming up, we're going to show you what ceo intel ceo pat ...
CNBC: Squawk Box
4/26/2024 10:13am
... as we have seen and we're not through the entire quarterly reporting season yet with some companies like overnight in the teaser with intel which had bad news stock will be down a lot ...
CNBC: Squawk Box
4/26/2024 10:04am
... across every business forecast for the second half. somewhat like the market indicates and maybe a little bit of market weakness in the first half of the year we are working through that. we'll talk more about this with the analyst in the intel ...
CNBC: Squawk Box
4/26/2024 10:04am
... shares of intel are falling. first quarter sales missed estimates. the current quarter forecast came in weaker than expected ceo pat gelsinger did speak to ...
CNBC: Worldwide Exchange
4/26/2024 9:18am
... movers shares of intel are sinking after the chipmaker posted mixed results and weaker guidance for the quarter. shares down 7.5% first quarter sales coming up short leading investors to believe the bottom for intel is ...
CNBC: Worldwide Exchange
4/26/2024 9:13am
... results as we dig into what snap is doing right now and what meta is doing very wrong. shares of paramount global popping as takeover talks appear to be moving forward and later, why intel continues to fall behind in the ...
CNBC: Street Signs
4/26/2024 8:38am
... more narrowly for auto applications let's look at intel. shares tanked in extended trade with revenue coming up short of expectations of $12.7 billion. ...
CNBC: Mad Money
4/25/2024 11:00pm
... right now on last call, intel shares tanking. investors losing even more money. you will hear excessively tonight from the ceo. 44%? a huge capital gains tax hike proposal has flown under the ...
CNBC: Fast Money
4/25/2024 9:59pm
... co-pilot, and that it is seeing acceleration in the number of large azure deals. snap, by the way, is up 23%, and intel is struggling. time for the final trade tim seymour and guest? yeah, i have a friend here, ...
CNBC: Fast Money
4/25/2024 9:23pm
... intel's down 8.5% despite an earnings beat. the disappointing guidance to blame for the selloff. kristina partsinevelos has more on the results the guidance leaves investors waiting each and every single time even on the earnings call, which is going on right now, the ceo ...
CNBC: Fast Money
4/25/2024 9:19pm
... you, with shares of intel and snap making moves. the details from the quarters next. plus, mining maneuvers the latest on bhp's offer for anglo american all that when 'fast money' returns. ...
CNBC: Closing Bell
4/25/2024 8:00pm
... it is a monster afternoon of earnings and you have dozens, literally dozens of widely held companies reporting headlined by alphabet, microsoft and intel along with these and many more. we'll have the numbers and instant reaction along ...
CNBC: Closing Bell
4/25/2024 7:59pm
... both recently cut for intel and they worry about elevated pc inventory levels but they think the microsoft 12 launch will help the refresh cycle and another area of focus is the ...
CNBC: Closing Bell
4/25/2024 7:59pm
... bottom and investors are hoping that will be the case as well for the intel other business segments especially pcs and servers because they contribute a lot to revenue and there has been conflicting messages about this and recall that the intel guided q1 below estimates which is what we are looking ...
CNBC: Closing Bell
4/25/2024 7:51pm
... and julie fox is here to break down what happened. a big reversal with tech earnings trifecta in overtime and you have steve kovach of microsoft and christina on intel but before we get to them ...
CNBC: Closing Bell
4/25/2024 7:34pm
... and it's my book-of-the-month club and it is about from one of the founders of intel and they owned it intel inside and if you had to go back and say where did they botch it? the issues they had and it didn't just develop it has been ...
CNBC: Closing Bell
4/25/2024 7:31pm
... good to see you here. intel had a rough year but what are the few things you will look at the most tonight? intel has had a rough year and we understand why and look, i will be honest. ...
CNBC: Closing Bell
4/25/2024 7:31pm
... we are still well well off of the low. let's talk about the aforementioned intel and we know it has been a rough year with stocks at 30% and you have earnings out tonight with stocks higher and here bernstein and -- stacy rasgon _ ...
CNBC: Closing Bell
4/25/2024 7:30pm
... 8/10 of 1% and 11 dow stocks are higher and boeing is higher and even intel which goes to our next guest and sitting next to me even intel is higher today with about half the ...
CNBC: Closing Bell
4/25/2024 7:26pm
... the dip and you get a lot of money. thank you. up next, we will talk about intel which is having a rough year and investors have been 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. ...
CNBC: Closing Bell
4/25/2024 7:18pm
... better day with the gold company notching its higher share prices in july after topping the first quarter expectations and this comes against the backdrop of the new almost 14% in tonight's the night and i will have intel later. we will find out if you are ...
CNBC: Closing Bell
4/25/2024 7:01pm
... eastern and the bright spot today is semiconductors, what else, video moving up and ever core reiterates and intel also getting ready to report in overtime as well so we do have a lot to do and anything can ...
CNBC: Power Lunch
4/25/2024 6:40pm
... feet and trend in the right direction. interesting call here in terms of intel, you have been in it for sure. this stock and relative to its peers has behaved like a division two school. ultimately, it's really been a major underperformer ...
CNBC: Power Lunch
4/25/2024 6:40pm
... semi-conductor space going with a stock getting beat up a little bit, going with intel. they have an opportunity to bounce back here over the next year and i'm looking forward to seeing that and giving myself an extra boost. hey, we're trending down, but this next year is an opportunity for intel ...
CNBC: The Exchange
4/25/2024 5:51pm
... buildings involved, a variety of expenses that go to that cap-exfor facebook or meta when you see intel up 1.5%, amd up 1.5%, this is an opportunity to put more protection i own puts at some moment in time as we get ...
CNBC: Squawk on the Street
4/25/2024 2:32pm
... look at the stock not reacting because it was already priced in the news came out trickled out about a week ago and been talked about. not seeing too much of a reaction. all right it is interesting to see some of the chip names up today. nvidia, broadcom, marvel, intel. ...
CNBC: Squawk on the Street
4/25/2024 2:31pm
... improving, competition from amd is a headwind for intel. secondly, intel's new foundry business, which will be operating as a separate business with this report, has deeply negative gross margins, profitability is a ways out. intel, though, will tout its new ...
CNBC: Squawk on the Street
4/25/2024 2:31pm
... shareholders that could add a bump in other business sesments. investors remain skeptical, no surprise, intel under performing other chips down 30% year to date with the smh up 20% that's a huge discrepancy. even if server sales are ...
CNBC: Squawk on the Street
4/25/2024 2:30pm
... segments both are highly dependent on i.t. spending budgets. citi points to a pc recovery in march and the launch of windows 12 later this year that could be a driver for a pc refresh cycle. other positives, mobile business, given intel majority ...
CNBC: Squawk on the Street
4/25/2024 2:30pm
... kristina partsinevelos has that for us. we had texas instruments earlier this week and that report was less than expected with many wondering if the bottom for non-ai segments is near when i talk about non-ai we think intel, pc and server ...
CNBC: Squawk on the Street
4/25/2024 2:30pm
... we saw the firing of those 28 workers just last week who staged walkouts, and that's the change in google culture we'll see how that's going to affect the bottom and top lines. okay. deirdre, thank you deirdre bosa we're going to end on the chips and intel. ...
CNBC: Squawk on the Street
4/25/2024 2:26pm
... tonight. steve covac is all over microsoft and deirdre bosa in san francisco tracking alphabet and kristina partsinevelos checking in on the chips ahead of intel steve, begin with you. ahead of this earnings for microsoft the question is, where does the ai money come from? you have to look to the ...
CNBC: Squawk Box
4/25/2024 10:11am
... after the closing bell, we hear from alphabet and microsoft and intel. coming up, the protests expanding on college campuses. house speaker mike johnson is ...
CNBC: Squawk on the Street
4/24/2024 1:33pm
... diapers and prell so badly that we gave them the house we don't do that anymore we say, listen, we're going to take away -- you want nvidia we'll give you texas instruments, which, by the way, is up big. and they're not going to use amd or intel in their own ...
CNBC: Squawk Box
4/23/2024 12:59pm
... interesting. intel, there's a lot of ai excitement about possible gpu accelerators with gowdy. that's interesting. people will be watching that. even at google where you saw a bit of a flop with gemini, i ...
CNBC: Mad Money
4/22/2024 10:25pm
... harness the power of ai with intel core ultra processors. the power to run workloads faster means greater performance. giving your team a better shot at success. make amazing happen. cdw. all right. ...
CNBC: Fast Money
4/22/2024 9:06pm
... over. and it's over already, if you look away from nvidia, intel has not really been participating, amd is down 35% from its march 8th highs, we're starting to see some massive bifur ration, so, if some of their customers this ...
CNBC: Closing Bell
4/22/2024 7:59pm
... with intel foundry should help keep up the backlog. it's positive on this end. we'll see what happens. back to you mike santoli with a minute to go. tesla tomorrow. yeah. feels like they kitchen sinked a lot headed into this ...
CNBC: Squawk on the Street
4/22/2024 1:17pm
... to give it up to a full year, i think, just from a business standpoint, makes sense. that's senate intel committee chair mark warner yesterday on 'face the nation' after the house did pass legislation that could ban tiktok in the u.s. ...
CNBC: Worldwide Exchange
4/22/2024 9:31am
... look at some of the biggest pullbacks in the space. amd is off 35% from the high. intel off 33%. palo alto off 27%. adobe is also off 27% with ...
CNBC: Fast Money
4/19/2024 9:02pm
... or more from their 52-week highs and down more than 34% intel dropping 32. nvidia now down over 20% from its march 8 9 record high. and broader tech, nasdaq down ...
CNBC: Power Lunch
4/19/2024 6:28pm
... they do claimant could because it's extremely more powerful than the previous iterations but there was a note from a few days ago that said even with every single iteration and every intel ...
CNBC: Squawk on the Street
4/19/2024 1:41pm
... that is so amazing that it's going to make it so intel and amd are left in the dust people look at the stock and foment reasons why it's been going down that's been the way since we bottomed in october. it's like, oh, that stock is down let me give you a thesis of why ...
CNBC: Squawk on the Street
4/19/2024 1:38pm
... franklin institute last night in philadelphia lisa su would tell you that her chips do not offer the software. they're just hardware. by the way, intel is 100% hardware but that's what matters, and when you speak to nvidia or go to the conference, you realize that the giant leap that nvidia ...
CNBC: Mad Money
4/18/2024 10:59pm
... reporting even though his kid was in a play. i said the kid's going to be in a million plays but intel only reports four times a year. that was wrong i now believe in flexible moments. if you can you should go to the games, you should try to get to them, but never forget where the five-day workweek ...
CNBC: Mad Money
4/18/2024 10:59pm
... sham is one giant charade. to think truist workers can do the same in three days as five is nonsense. but to think those executives saw their kids' games and caught their plays is terrific for their life experience. at my hedge fund i tried to order a partner back to the office because intel was ...