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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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

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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...

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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...

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President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think a...

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We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest...

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In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Dan Caplinger as each gives a stock pick they think can outperform in a “worst case” economic environm...

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Are Unity and Zillow Resilient Brands?

Why do companies with strong consumer appeal tend to outperform? The team breaks down the elements of a resilient brand and then uses that lends to discuss recent financial results from Unity Software...

16 Feb 22min

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