"Optimism" in INTC Soft Guidance, Gauging Growth Amid AI CapEx Questions скачать в хорошем качестве

"Optimism" in INTC Soft Guidance, Gauging Growth Amid AI CapEx Questions

Kevin Mahn makes the bullish case for Intel's (INTC) softer-than-expected guidance. He says the company's lack of supply to meet rampant demand is good for the long-term, arguing companies will turn to Intel for future contracts. Melissa Otto says that depends on how Intel can manage "insurmountable" structural issues. She adds that the legacy tech company needs to find ways to take a larger slice of AI market share with Big Tech poised to increase CapEx spending. Segment originally aired Friday, January 23, 2026. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-... Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-... Watch on Sling - https://watch.sling.com/1/asset/19192... Watch on Vizio - https://www.vizio.com/en/watchfreeplu... Watch on DistroTV - https://www.distro.tv/live/schwab-net... Follow us on X –   / schwabnetwork   Follow us on Facebook –   / schwabnetwork   Follow us on LinkedIn -   / schwab-network   About Schwab Network - https://schwabnetwork.com/about #intel #tsmc #earnings #economy #finance #investing #marketnews #stock #stockmarket #trading #live #schwabnetwork #intc #tsm #guidance #ai #artificialintelligence #chips #international #foundry #nvda #nvidia #amd #chart