Intel: 3rd in a Two-Horse Race

Intel: 3rd in a Two-Horse Race

Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame? (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company. - The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now. - How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term. (20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up. Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY Host: Dylan Lewis Guests: Tim Beyers, Dave Hatter, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2149)

What Matters About Market History, and the Worldwide Bull Market

What Matters About Market History, and the Worldwide Bull Market

Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which...

28 Feb 22min

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner

Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be...

27 Feb 42min

NVIDIA Posts Earnings. Wall Street Says “That’s It?”

NVIDIA Posts Earnings. Wall Street Says “That’s It?”

NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, th...

26 Feb 23min

Who Pays for PayPal?

Who Pays for PayPal?

The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava. Travis Hoium, Lou Whiteman...

25 Feb 20min

Party Like it’s 2027

Party Like it’s 2027

Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willi...

24 Feb 18min

Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk

We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption dur...

23 Feb 25min

How to Spot Winning Innovation

How to Spot Winning Innovation

What’s the key to successful and enduring innovation? Motley Fool contributor Rachel Warren talks with innovation consultant Lorraine Marchand, author of No Fear, No Failure, about the "Five Cs" of in...

22 Feb 23min

Investment Accounts for Kids

Investment Accounts for Kids

One of the most powerful gifts you can give a child is a head start on building wealth. Plus, it gives you the opportunity to teach the next generation all about the ups and downs of investing – in re...

21 Feb 22min

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