logo
episode-header-image
Jul 2023
11m 13s

Is Intel's Turnaround Plan Actually Turn...

7investing
About this episode

Intel is one of investing's "battleground stocks." Some investors love it, believing the return of Pat Gelsinger to the helm will reinvigorate the company's growth and capitalize on the datacenter and AI. Others believe Intel is too far behind other chipmakers like NVIDIA or other foundries like Taiwan Semiconductor to ever regain its former glory.

One thing is for sure though: Intel finds itself in the middle of a turnaround. With revenue declining 36% year-over-year and it losing share in many of its product lines, it needs more than ever a renewed sense of focus.

What will that mean for investors? 7investing CEO Simon Erickson shares his thoughts in today's update.

NOTE: You can subscribe to our 7investing service to get Company Updates like this on a weekly basis! Get started for just $1 at 7investing.com/subscribe today!

Up next
Oct 8
7investing Quick Take: DraftKings (DKNG)
The 10 Second Takeaway: DraftKings and other online sports betting platforms are losing market share to predictive markets. DraftKings (Nasdaq: DKNG) and FanDuel (owned by Flutter Entertainment (NYSE: FLUT)) have enjoyed more than 80% share for years in America's online sports be ... Show More
6m 1s
Oct 6
Is Quantum Computing Actually Investable? A 7investing Exclusive With Tiernan Ray.
Is Quantum Computing Investable?In a @7investing exclusive interview, I recently spoke with @TiernanRayTech about the status quo of quantum computing.Tiernan has had a front row seat for technology innovation for decades. Quantum is making headlines once again, and he shared insi ... Show More
44 m
May 2025
7investing Exclusive: Deep Dive into Lemonade
Lemonade (NYSE: LMND) is a new player who's really adding zest to the insurance industry. Its AI-powered underwriting enables it to write new policies much more efficiently than its less-tech-savvy traditional competitors.And in addition to its agent-related costs being a fractio ... Show More
41m 59s
Recommended Episodes
May 2023
Episode 1: Nvidia Analysis And the Future Of AI -- Is the Stock A Buy Now?
<p>Nvidia stock has been on a tear in 2023, up nearly 170% so far, as investors have become increasingly bullish on the future of AI. In this video, we will discuss Nvidia&#39;s role in the AI revolution, why we believe its dominance will continue, but why investors should be ca ... Show More
48m 14s
Sep 19
Weekly Roundup: Intel Rallies, Oracle Rises, Darden Restaurants Falls
On this episode of Stock Movers, we look at some of the biggest gainers and decliners of the week, including: - Intel (INTC) shares rallied this week on news Nvidia agreed to invest $5 billion in the chipmaker and said the the two will co-develop chips for PCs and data centers, a ... Show More
6m 40s
Apr 2025
Boeing Stock Rises, Nvidia Falls, On Holding Shares Up
On this episode of Stock Movers: - Boeing (BA) shares are up as Airbus SE agreed to take over some assets and sites from Spirit AeroSystems Holdings Inc., clearing the way for the struggling US aerospace supplier to be acquired back by its former parent. Boeing also got an upgrad ... Show More
5m 55s
Jan 2025
Why Intel Is Losing Ground to Nvidia
There is fresh evidence that Intel, the once-mighty innovator, is losing market share in more areas than commonly known, says WSJ tech columnist Christopher Mims. He joins host Belle Lin to discuss the state of the Intel world, including the challenges of steering a massive compa ... Show More
13m 5s
Oct 16
TSMC and Salesforce Higher; Hewlett Packard and United Lower
On this episode of Stock Movers:- Taiwan Semiconductor (TSM) is higher after earnings beat analyst estimates, in the latest sign of rising demand for components like Nvidia chips that power AI. It also narrowed its capital expenditure forecast for the full year.- Hewlett Packard ... Show More
5 m
Jul 2025
Nvidia’s Record $4 Trillion Market Cap… And Time For An Apple Turnover? 7/9/25
<p>Nvidia becomes the first company to cross the $4T market cap, as the chip giant helps fuel the Nasdaq to its own record high. How the semi surge is fueling the broader tech trade, and if the gains can continue. Plus Is it time for an Apple turnover? Why one Wall Street researc ... Show More
43m 53s
Jul 2025
New Paramount must ditch bias, says FCC in merger OK
Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)Episode transcripts seekingalpha.com/wsb.Sh ... Show More
5m 28s
Dec 2024
The Chip Business Is Booming. Why Isn’t Intel?
Intel—the company whose chips were “inside” your ‘90s desktops—has fallen behind in recent years. Now, the CEO hired to turn things around is suddenly out. WSJ’s Asa Fitch explains how the once-dominant chip brand lost its edge. Further Reading: - He Was Going to Save Intel. ... Show More
19m 42s
Oct 2024
The Chips are Down (and Up!)
Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says abou ... Show More
40m 24s