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

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Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPO

Stock Market Slumps, Qualcomm & Quick Serve Earnings, and a Robotics IPO

Today’s stock drop may have caught a lot of people off guard, but that is the price we pay to invest in stocks. Knowing how to control one’s emotions on these types of days can be just as important as...

5 Nov 22min

AMD's Earnings & Why Stocks Are Surging Today

AMD's Earnings & Why Stocks Are Surging Today

Stocks are rallying after the midterm elections, but does the outcome really matter for long-term investors? AMD's blockbuster earnings show that AI infrastructure spending is still accelerating, even...

4 Nov 17min

Is Apple Losing Its Memory?

Is Apple Losing Its Memory?

This was the first earnings report for Apple under new CEO John Ternus. Despite the leadership change, there were a lot of similar themes to the time of CEO Tim Cook: supply chain challenges and what ...

3 Nov 23min

Marvell’s Trillion-Dollar Target

Marvell’s Trillion-Dollar Target

Custom silicon company Marvell wants to acquire Lumentum at $115 billion, dwarfing many previous deals in the publicly-traded tech space. Jon, Matt, and Rachel talk about why Marvell is so eager to br...

2 Nov 25min

Three Questions Every Investor Should Ask About Any Management Team

Three Questions Every Investor Should Ask About Any Management Team

A record number of CEOs have departed for two years running — and it's not because they lacked intelligence or experience. It's because the map they were using became outdated overnight. Motley Fool...

1 Nov 30min

Financial Horror Stories, Vol. 5: The All-Monster Edition

Financial Horror Stories, Vol. 5: The All-Monster Edition

The witching hour approaches! For the fifth consecutive year, Motley Fool financial planning expert Robert Brokamp joined Motley Fool co-founder David Gardner on his Rule Breaker Investing podcast to ...

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Is Wall Street Turning on AI?

Is Wall Street Turning on AI?

Alphabet’s sharp sell-off raises a big question: Are investors more concerned about AI spending than AI growth? The team breaks down Anthropic’s IPO filing, the risks of massive AI infrastructure comm...

30 Okt 40min

Alphabet Almost Sets a Record No One Wants

Alphabet Almost Sets a Record No One Wants

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29 Okt 24min

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