you have intel 4 out there now they are working on intel 3 and intel 18a. it is them continuing with the transitions to hold their market share. that's what i want to see. i think that's what investing in intel is about we're just at the beginning of that >> again, intel shares down double digits. down 11% you mentioned the foundry business smart part of the revenue business about the foundry business and so many of the hyper scalers with alphabet and microsoft are starting to make their own chips. what does it mean for intel long term >> if they can transition manufacturing to more advanced processes, they can make the chips for microsoft and make the chips for amazon i think it all comes down to intel historically was the leader in manufacturing in the '70s if they get there again, it doesn't matter if amazon is buying intel designed chip or buying an amazon designed chip >> a lot to watch there. matt bryson, price target for intel is $40 it was $45 doubts about the core business and beyond great to see you thank you. >> thank you >>> let's check on the t

intel is off by more than 10%. we have had some key concerns. intel has been off by 10%.as been off by more than 5%, this being another semiconductor equipment maker. they see some earnings that did not live up to expectations. on a softer side, t-mobile. they managed to add more than 900,000 subscribers. ed: understandably some of the nervousness from intel goes to the rest of the tech sector. it is an election year. in the coming week, you have all of the social media ceo's in one place. meta is adding further measures to prevent teams from unwanted contact to turn off their inability to receive direct messages from anyone they don't follow our are not connected to on instagram by default. there also looking at children's control. there was a congressional hearing where tech ceo's will testify next week. let's break it down with the head of legal and public policy at a paris-based social discovery platform for gen z, which is just unveiled its own reference document on universal safety principles for young people online. we are very familiar with getting all of the ceo'

it seems like nvidia is a better opportunity now. >> jean, it's great to hear from you on intel, intel shares are down by 8% as the conference call gets underway.>> i think hat he had to say about nvidia is the most important thing. one of the things i got wrong last year was how this company was going to grow into those out year estimates given the bump they had in guidance. look at fiscal year 2025, they are expecting high teens earnings growth and mid to high teens sales growth. this is a 75% gross margin company that is going to have a lot more competition on price, and also competition from customers. even if they have modest estimates going forward, the story is going to be very interesting. granted the stock is up, all of the customers are going to be reporting next week. i think you want to keep a close eye on this one, it could be an accident waiting to happen.>> is your conviction faltering at this point? >> my conviction is that they were not doing anything near term, much every quarter this happens, i think the stock is going to trade where it is, i think this is an opportu

, blah, cash flow, et cetera, buy intel. intel was down 3% over the last three years ending yesterday nvidia is up 350%, but the sector, the semiconductor sector, is up 62%. you literally could have thrown darts and there is not one other large cap semi company that would have been worse. >> but here is the answer to scott's question -- >> not one. >> do you want to slog through it the reason is this is our discipline growth strategy where there is a very, very disciplined process, which is look for companies with a 5% or better free cash flow yield with earnings on top of it. a whiff on intel but total home runs on palo alto and united rentals. and by maintaining that process, you miss some but you hit some huge home runs you adjust positions in the portfolio, get a black eye here or there, but you re-assess, why do i own this every time so last year at this time, we thought it had a lot of upside and it did >> thank you, jenny. kristina, thank you as well. >>> we do have more committee moves to discuss, trades on visa, ame

intel share slide in late trade after bleak forecast for the current quarter. visa also lower, despite profit beating estimates. plus microsoft closes at a $3 trillion valuation for the first time, joining apple in exclusive club of tech titans. paul: let's take a look at how we're setting up for trade around the asia-pacific today. no traits in australia today, close for the national trades today but we are up and -- up and running in new zealand. as annabelle mentioned, it was a good day for u.s. markets, hitting another all-time high. not really translating to risk on sentiment for the asia-pacific. it's been kind of a flat couple of days for the nikkei, it was flat yesterday and off about .75% the past two days. we've seen the yen strength and a little, relatively speaking. futures for the asx in positive territory. annabelle: another great day for u.s. stocks, six straight days of gains we've seen. u.s. gdp one of the things that stood out because it grew at an annualized pace of 3.3%. meeting forecast for the fourth quarter. those numbers telling us the u

that intel is competing more for. liz: let me ask you, because the nasdaq 100 losers are populated just about every line with chip stocks. not just intel which is at the bottom, but i'm looking at can koac, lam research, microchip, a mat with marvell qualcomm, skyworks, nxpi. when you look at that, people are disinclined to look at this and say, well, they've all had incredible runups. >> yeah, that's true, liz. i mean, they have all had a very good run, and they're all primed to profit taking here. but i think in the short term that's, that's a very shortsighted view because we are looking at a much healthier chip sector with both pcs and smartphones in a a healthier mark for '24 from uni-volume standpoint. and then you have the infrastructure for a.i. that will continue to be a driver. so i think the market's teed up for many of these companies to perform very well this year, and and if i'm taking advantage of these pullbacks. liz: advantage from the pullbacks. well, there were people last week who thought, darn, i

try to test drive one this weekend. >> pretty good intel. >> not intel. >> not intel no. >> no. >> have "ma ne" 00.m. eastern time dow is up 28 back in a moment unlocking the power of thinkorswim, the award-winning trading platforms. bring your trades into focus on thinkorswim desktop with robust charting and analysis tools, including over 400 technical studies. tailor the platforms to your unique needs with nearly endless customization. and track market trends with up-to-the-minute news and insights. trade brilliantly with schwab. all right. 60 seconds to draw the perfect gift. what's it gonna be? a bottle of don julio, 1942, delivered. delivered with drizly. gifting without the guessing. drizly. [♪♪] your skin is ever-changing, take care of it with gold bond's healing formulations of 7 moisturizers and 3 vitamins. for all your skins, gold bond. new projects means new project managers. you need to hire. i need indeed. indeed you do. when you sponsor a job, you immediately get your shortlist of quality candidates, whose resumes on indeed match your job criteria. visit indeed.com/hire an

let's go back to the stoxx and intel, because intel taking a tumble today after a disappointing forecast on yesterday's earnings call. sales and profits came in under wall street estimates. jackie, it seems like it's the outlook here that is spooking investors. jackie: that's right. it overshadowed a very healthy report. you had sales projected to come in between 12.2 billion dollars and $13.2 billion, but wall street was expecting $14.3 billion. that is over a billion dollar miss at the middle range. profits came in projected at $.13 a share, but wall street was expecting $.34. remember, there autonomous vehicle technology company that has reported it will see fewer sales this quarter and into the year, because you are dealing with the stockpile in that technology that is rattling the industry broadly. intel taking the hit there, in addition to the slowdown in its pajama -- programmable chips unit. now, pat gelsinger tried to allay some of these concerns on the conference call, saying the headwinds were temporary and that he expects sales to recover and see positive growth over the cour

intel dropping more than 10% during this period.et's get more on the outlook now because we have our bloomberg intelligence analyst joining us here this morning. talk us through what stood out to you in the numbers. >> definitely the one to miss was the biggest thing that stood out. they had weakness in the non-core segments, which was a growing concern. beyond that, we had expected the pc and server, their core business, to come to the rescue and offset some of that, and that didn't happen. so that's a little bit of a concern. on the positive note, they did guide for the total sales to resume trajectory after the first quarter. paul: the fourth quarter was a slight beat. what were the drivers for that? >> the primary driver was, most of it was drawn down. four q, we saw customers drawing down on the new inventory from intel, these are higher-priced, so it helped them get rid of everything they -- better than anticipated. annabelle: in terms of what intel can have in future growth drivers, we know they are developing their own proce

intel shares slide in late trade after a bleak forecast for the current quarter. we look at a debt pile left by indonesia was outgoing president. david: happy friday, we made it. we move into europe and see how they continue to digest what the ecb told us. the lack of pushback from the timing of the rate cuts. jakarta is coming online. we have a market that is lower. markets in australia and india, we are focusing on equity markets in china. csi 300 rallied hard. onshore markets on thursday. hong kong rallied. as you can see investors are taking money off the table. we are on stimulus watch. possible announcements, ministry of commerce will be having a briefing. perhaps the reason futures are seeing sharper than usual downside. intel is down over 10% in after-hours trading which might reflect stocks you should be watching. yvonne: we have core pce numbers which are a test of what the data looks like. is the data conclusive? march is going to be a live meeting for the fed. it is 50-50 in terms of those odds. we will see how it plays out, will the ecb cut sooner? sh

bent to that i'll point out after the estimate cut for intel right now, nvidia and intel are at the sameon on calendar '25 numbers. and the concern on nvidia now is, boy, things are so good, is it sustainable but we just see there is so much legs to a.i. right now nvidia is so dominant in this, the supply constraint today, there is a lot of room for that. in the case of amd, you know, they're smaller and newer on t the reason why the stock has done so well is optimism that they will be sort of the amd to nvidia in a.i., the same way that they have been the amd to intel and cpu for many years. >> we're just looking at all the stocks amd down about 2% on this news this morning even nvidia off by about 1%. you think that's a buying opportunity or should this cast a pall over the rest of the stocks as well >> in amd's case, there is an overlap. so, you know, intel talked about the low end of seasonality for both the pc and the server business that does have an effect on amd. we do think there is potential for some estimate cut on amd into the numbers but the long game on amd is really about

ed ludlow on intel. and greg valliere on president biden wrapping up his campaign -- ramping up his campaign. six-day winning streak for stocks. cameron dawson. doesn't guarantee better earnings. this did not happen in 2023. gdp was much stronger than expected but eps estimates did not budge. the difference that you see between what stock prices are doing and eps revisions are going. >> there is been an interesting to vergence brewing the last four months is that you've seen multiples expand significantly and yet that entire time you have slowly seen eating away eps estimates for 24 and 25. 2024, doubt about half a percent. -- down about half a percent. you would hope you would start to see a little bit of uplift in eps estimates. i think the reason you're not, the estimates are fairly optimistic. they were present in 10% plus for this year, 11% for 2025. which means the equity market really never believed we were going to have a hard laden. jonathan: let's go over the last year. it is not like it ran aw

get access to 12 nanometer technology and intel gets utilization of hardware. this is a great when of on shoring manufacturing in the u.s.. we will look for more on that deal, ibm up after a strong outlook and sales. they are worried about the workforce reduction but the public likes the outside. cutting 19,000 for microsoft. but this happened sometimes in m&a. we will talk further to try and understand it. tesla is down 10%. the biggest drop since october. if it closes now at 11.5%, why? the market is zeroed in on the guidance that production or growth will be significantly lower than in 2023 and they dropped this guidance of compound growth which goes back to the end of 2020. there is a lot of optimism about ai and elon musk's role within the company. there's a lot to digest. let's break it down with tasha keeney. a next generation tv platform is coming. were coming off the back of a model three y year era. tasha: we are focused on the long-term our confessed. they did mention production, growth for this year will be slower. they are focused on this platform

intel giving a very bleak forecast.pple opens up customers in the eu will be allowed to download software from outside its app store for the first time ever. it comes ahead of around of new antitrust laws on both sides of the atlantic. you are seeing a lot of optimism on the u.s. and european side. this morning a little bit of risk reversal. euro stoxx 50 futures down 0.2%. notable outperformance in the u.k.. as the s&p 500, notches that record high, you start to see a pullback. u.s. futures down 0.5%, underperforms the nasdaq 100. really coming off the sentiment out of intel, 49 hundred on the s&p contracts, speaks to the idea that there are retracement's in play. bond market matters just as much. continued sustainability above the 4% level. you would think that would mean the dollar is doing the opposite. instead you are seeing weakness in european currencies. even weakness in brent crude despite the sentiment around the world. brent crude trading on an $82 handle. i want to bring you headlines crossing the terminal,

also intel. >> yeah, tom picked intel as a value may which i thought was kind of an interesting choicee it's past its heyday and yet keeps coming back around -- jack: we see a short-term chart that looks pretty good. you look back to 2000, it's not a pretty sight. >> not so much. todd really did point out and i think rightfully so that a lot of this recent momentum is due to the ceo coming, you know, and this is kind of interesting because under his leadership they've rah really doubled down on process technology which could be a major advantage. i mean, already intel is performing, you know, among some of the best in the dow last year. so certainly, or you know, a lot of upside here. todd believes 2-3 years, maybe 3-5, we could see this as part of the magnificent seven. jack: and they're building a huge plant in ohio, so that's going to be interesting. >> exactly. jack: ben, what did you choose? i know on semiconductor, but first, i'm looking at my notes, yes, you like get sinker, yearly, etc., but not so much the ceo of meta. >> everybody hates mark zuckerberg. i know andrew might sa

netflix, tesla and intel all reporting.ught it would be a good time to play america's favorite game. yes, it is the return of trade it or fade it. first edition of the year, happy new year. first up, johnson & johnson, the health care stock reports next tuesday, it's been down over the past year, but on the recovery over the past few months, up almost 6%. karen, let's start with you. >> yes, okay. >> first of the year, i'm going to trade it. >> wow. >> there we go. okay. the reason being, i do like health care, it is part of my acronym, "h" for the xlb, which certainly makes sense. i think i like what they've done, i like the spin, that was good and that stock hasn't traded well, good for them for spinning it off. yesterday or two days ago we saw this mlr ratio at humana being very high and that bodes well for if you're in the medical device business, let's say, and so i like the valuation, i like the space, i like the medical device part as well, so i am -- i would be long, and trading. >> bonawyn. >> i'm fading this one.

take the pit action from intel. last time intel reported decent numbers, but had decent forecast. cross markets, this is a dramatically huge burst of selling. it is sending out shots, all of them. down 12%. plenty of weakness in their big competitors, including amd 2. there could be a broad selling weakness. all of these stocks should get hurt. see if you have any institutional memory. you would know that intel is in a dogfight. this is with them over large customers. of course, they will not tell any analysts for that matter. the margin for the forecast was so dismal. that is the reality. this is why you had to buy into that initial recent stock. he was going to continue to do so. how about american express? this was spectacular. much better than expected. this is going to go much higher. why? in november, they told us that october sales were going to be like. we have plenty of short-sellers in stock. the trick here, you need to know that a hedge fund hears that there is weakness. the stock is going to keep going up. they instinctively want to short that six ways to sunday. many

netflix, tesla, intel. so insight for some markets we are concerned about, but of course the ai story is also present. then there is bitcoin, an interesting one. it has lost momentum in recent sessions. the euphoria we saw on the market after the postapproval of the etf has faded away. we are now back closer to 40,000 u.s. dollars per token then we were to the upside in the immediate sessions that followed those approvals. we are keep tracking at -- we will keep tracking it, but we are moving to the downside. there is a big story happening in the world of technology that we continue to track, sam altman. he will meet with samsung chip executives later this week according to korean reporters. the timing of this report is interesting because friday we are reporting the focus of his initiative to raise tens of billions of dollars is for chip capacity, call it what you will. now samsung. ian: if you are serious about doing this, you have to speak to the koreans. the focus is on tms see what the market leader. i

we shared that intel with iran, who i get didn't take the intel or whatever but as i understand it, the, you share intel with your friend and your partners, not with your enemies. why in the world would we be sharing any intel or any money or anything with iran? i don't get that general keane? >> yeah, it has been characteristic of the administration from day one. think of this, in january of 21 is when the administration, the first month of the administration, they began to ease up on the trump sanctions which everybody recognized was having profound impact on iranians. of course like all sanctions there are loopholes but what did they do? they eases up on them. why did they do that? they wanted to convince the iranians that the united states was serious about renegotiating the nuclear deal and they did that as a concession. so attitude of conceding to iran, to working the diplomatic negotiated settlement with them, as if they were a legitimate nation acting responsibly, responsible on a world stage which was the intent of obama negotiated jcpoa, so-called nuclear deal. here we are 10

and then tyler, you mentioned intel. just to put things in perspective, this is a dow component, big chip company out there, down 12% on the day that move right now is still kind of underscoring a little bit of what's happening, even though it's up 45% for the year. as you point out, the outlook is what has people worried, and even last quarter, they saw a slowdown in their unit that handles things like data center chips and artificial intelligence application so keep an eye on intel. back over to you, ty >> dom, thank you very much. >>> intel is where we begin today, and ceo pat gelsinger is messaging things will improve over the course of the year. >> we don't see any unique inventory issues outside of the non-core areas we have talked about. so we think where the market is right now in terms of its outlook, and we see our products are well positioned, our competitiveness is good, our market share is solid, and we believe we'll be improving in all of those metrics as we go through the year >> for the full interview, tu

the nasdaq losing 0.3% intel tumbling nearly 12% for its worse day since july 2020.er the chipmaker's weak guidance after the bell yesterday. it's -- were you surprised at the continued sell, you know >> no. i mean, not based upon the intel we've seen disappoint and when they disappoint do they. there's no support for the stock and i think it's, you know, maybe rightly not loved by the street, but what we heard was that there's a continuing recovery it's not that robust there's not a whole lot there. i think the debate that's been had on this desk and could be had anywhere, is just because they've under performed and the stock shouldn't have a multiple in the nvidia camp, does it deserve even a cheap multiple? if you put a 16 times based upon where we are on 2024, it's a $40 stock, and it probably deserves maybe less of a multiple if you believe that they're not growing this fast. that's where you play. i actually the day before had sold long dated calls, bought a couple back today. doesn't mean that, you know, i think the stock can get running in a couple days i thi

the awards are slated to go to intel and other u.s.s as well as foreign firms including tsmc and samsung to help them build factories in the u.s.. money from the $39 billion bill the president nine into law more than a year ago has been slow to trickle out, with only two small grants announced so far. intel ceo meanwhile is trying to reassure investors that the company is on track to make a comeback. first-quarter sales and profit forecasts fell short of estimates and that sent shares tumbling the most in years, but the ceo said the market reaction went too far. >> first we finished a great year. we had q4 beat in the top and bottom lines, finishing a year that was comfortably ahead. showing a transformation journey we are on. and we believe we are putting points on the board for a long-term transformation of this iconic company. in light of that, q1, at the low end of seasonal. so we think the market reaction is a bit overstated in that respect. we understand it, but our company, our employees are doing an equitable job at delivering

he said daesh is created by non-regional intel services. kanani also noted that those using terrorism for their sinister purposes are accountable for the crimes committed. appreciate all the and that is for this additional world news, thanks for being with us, i'll be back at the top the hour with a recap of the top stories, let's bye for now. it's a really war plans just to throw white fist. on the magazi refugee camp, between the magazi and librage refugee camp, there is huge fire there and they just throw a white fist forest. if i must die, you must live to tell my story, to sell my things, to buy a piece of cloth and some strings, make it white with a long tail so that a child some... there in gaza while looking heaven in the eye, awaiting his dad who left in a blaze, and bid no one farewell, not even to his flesh, not even to himself, sees the kite, my kite you made flying up above, and thinks for moment, an angel is there, bringing back love, if i must die, let it bring home, let it be. depressed coverage of this assassination of plas

it's addressed to me and to chuck schumer and listen and to, that shares of intel, homeland security,nd foreign affairs, and homeland security government affairs in the senate. and it begins a dear mr. speaker and chairman leaders, as former senior executive of the federal period of investigation with deep experience combating dangerous to the nation, we write to express our concern about a current specific threat that may be one of the most pernicious ever to menace the united states. this is a long letter but i want to read you a couple of excerpts. excerpts. the threat we call it today is new and unfamiliar. in its modern history the u.s. has never suffered an evasion of the homeland, and yet one is unfolding now. military age men from across the globe, many from countries or regions not friendly to the united states, are landing in ways on our soil by the thousands, not by splashing ashore from a a ship or parachuting from a plane, but rather by foot across a border that is been actllorld as largey unprotected with ready access granted. it will be difficult overstate the danger ou

people joined in new protests, intel available to them on the government, free the loved ones on the day have lost his youngest captive tens of one year old . so coming up pakistan and iran launched tit for tat. it strikes against each other. focused on says it attacked the militant hot out and around in retaliation for running and strikes. within its board is just a day plus stand off and state of emergency and drug gangs clashing with security forces. a prosecutor investigating the storming of a t v station by narcotics traffic has, has been shot the anatomy held. welcome is rouse parliament. buildings have been by in orange lot to mock the 1st day of coffee, a boss. the youngest hostage still believes to be held in gossip. the color was chosen to match the curly hair of kaffir and his brother, ontario kaffir, and his family were taken from the home by him last militants. in the october 7th, her attacks. around 1200 people were killed and some 250 adopted. half of them remained in captivity. crowds, gal, the intel of eve, bringing presents for created box on his 1st birthday. and h

it is riley's cold for the remaining cost to just to be for 8 people doing in new protests intel, the beef to the mind that the government free the loved ones on the day and most of the youngest, the captive turns one year old. meanwhile, medicine arrives in gaza to bite those hostages and have a citizens displaced by the funding. there's not lit up with 16 people from a single family reported killed in an a store. also coming up pakistan and iran launched tit for tat a strikes against each other packers down say is a to attack the militant high down in the run in retaliation for a running and strikes within the sport is just to diagnose the m anthony handbook into the program is ralph parliament buildings of pain by in orange lot to mock the 1st. but that could be a big boss. the youngest hostage still believed to be held in gaza. the color was chosen to match the curly hair of kaffir and his brother are real. cuz he and his family were taken from the home by him last militants in the october 7 terror attacks. around 1200 people were killed and some, 250 were abducted off and remaine

dramatically diminished national security at this time because of this invasion, as our former fbi in intelials say. they said we would be remiss not to call at this potentially great threat in most direct terms. the warning lights are blinking. any violation of the nation's immigration laws increases risk, but the surge in numbers of single military age males sitting upon american cities and towns is a long and perilous. additionally, they are not from terror linked regions. they are not just on terror linked regions cup sorry, per from china and russia as well. hostile adversaries of the u.s. with aspirations to devastate national infrastructure. last line, i'll call them. the country has been invaded, and invasion that will continue as long as the nation's enemies perceive it will be tolerated. and it's signed by all these former officials of the fbi and intelligence. listen, this is not a game. we took 64 house republicans down to eagle pass to the epicenter, the dell real sector, south texas. january 3. and we talked to the border of the shares who were given impossible task of trying

scooch intel, knows gucci. it is mauling -- one of the worst talks in th market today, down 12% as far as rates go, take a look ten year, after, that better than expected read on inflatio today. a pretty nice realtime look at the economy this quarter, as well i this takes us right t our top of the tape. what stocks are likely to do i the weeks ahead. how the next five days will be critical to that outcome let's ask wharton professor of finance, jeremy siegel you see him there as he join us now professor, welcome back. >> happy to be here scott. >> so happy to have you with us today we do have so much important lying ahead. the state of the market today, to you, is what? >> i'm still positive on the market we are selling for 20 time earnings if you are growth stock, you are selling a 25 to 30 if you're a value stock, you are selling at 14 or 15. there is a difference. overall, toward. okay, it's not cheap i still think that we could get eigh to 10% for the year. the economy is still ver strong i think we are act

. >>> let's look at other company stories with intel it is also seeing declines with $20 billion wipedff the market cap after its revenue outlook was short of expectation intel's heavy investment in a.i. has put pressure on margins which fell to the mid-30s last year that trend is reversing with the adjusted gross margin at 46% in the first quarter. the ceo pat gelsinger says the firm has $2 billion in orders on the books in chips and expects better sales later this year >>> we're getting an early indication on how that result will read across to intel's u.s. peers with amd and nvidia all down in pre-market trade you can see them on the screen qualcomm is down 2%. similar moves from micron and amd looking as the biggest loser in pre-market which is lower by 3%. >>> i want to take you to the story looking at apple and the eu we see concrete changes. the world's most valuable company is set to launch a sweeping overhaul amid pressure from the eu lawmakers. apple announced it will introduce changes to the iphone in the eu in a bid to comply with the digital market act. it will allow you t

ed: intel is like a crystal ball into and markets.he company really wants a focus on ai and ai relevant products in terms of pc chips and chips going into data centers but we want to know the outlook for them. pat gelsinger is trying to transform this company at the cutting edge of manufacturing as a contract manufacturing and also supplying its own chips competitively. that's really what we are looking for but that's thursday night. we think this will be the first revenue of profit growth in about two years. that will be good for them and that something we will focus on friday. katie: before we let you go, when it comes to netflix, maybe we can finally move past the ai discussion? does that logic hold for intel and other chipmakers? ed: what you always want to see is evidence that ai is materially driving sales. one reason microsoft has outperformed as there is a high degree of confidence that it will be more profitable because it's selling this value added software. for nvidia, they are growing and a massive way from ai but what abo

show, us intelligence says is... nowhere close to its goal of eliminating hamas, now leaks from the intel community, am i right or wrong, especially in this administration, do you think this is a way of sending message uh to israel from the administration an indirect way? yeah, i think you could consider it that in particularly because the source is the wall street journal, which is known conduite for the intel community, and i would... rather suspect their sort of saying, hey guys, you're not exactly running away with victory on this one, and the longer and of course the sub the subset of this, the other issue is the fact that israel as a country respected or not respected by the rest of the world, is definitely deep on the non-respected side, and the longer the killing goes on, and and the more visible it becomes, it's israel is going to be more in a hole on this, of course the united states will be right down there digging too uh and and biden is at least somewhat right in saying that the two-state solution which most most critics would or observers would say is is dead in the water uh

riley was typo, stand with israel while demonstrations intel a v combined the $100.00 day with picture criticism of the messing young government's handling of the complex and contrast, the organizes and speakers of london gathering remains supportive of israel's on going. but if people involvement, we have standing next to is read, we have supporting is one. it was more than that. we called for a study. dorothy with these ready people who stand on the new ones. and hopefully that will end soon. but it will take most time as we understand it. on the stage, one speaker declared himself and unapologetic scientist and other describes the compartment of gaza as israel's most justified will. the chance from nature progress grad crowd have been bring them home, bring them home now, but there is less consideration. so the best way to do this. but since how i'm us and israel last negotiated an exchange of captives in november, not a single is really captive has been rescued by the is really ami. that's despite extensive military operations on the killing of thousands of palestinian civilians, p

let's talk about a company that has been among the unloved in recent years and that would be intel. you have an outperform on that and i don't know whether that's a tepid endorsement or relatively, it's a pretty enthusiastic endorsement. >> i think we've been positive on intel since last year. the stock did quite well last year and you're right. it's now a consensus call, and it doesn't get much love and our view on intel is as long as they execute on the road map which they seem to be going and yes, pcs are coming back a bit and we do expect the several business to come back a bit this year and at the end of the day what matters for that stock is the technology road map and they think that they can regain the lead in manufacturing from tsm which they used to have two years ago or a few years ago. and i think that opens up a lot of things for intel, first, the share losses and servers and then it opens up the foundry opportunity which is a significant opportunity and then it also opens up the ai opportunity and as long as they're executing and we'll continue to support that stock. >

it that particularly because the source is the wall street journal, which is known conduite for the intel community, and i would rather suspect their sort of saying, hey guys, you're not exactly running away with victory on this one, and the longer and of course the... the subset of this, the other issue is the fact that israel as a country respected or not respected by the rest of the world is definitely deep on the non-respected side, and the longer the killing goes on, and and the more visible it becomes, it's israel is going to be more in a hole on this, and of course the united states will be right down there digging too, and and biden is at least somewhat right and... saying that the two-state solution, which most most critics would or observers would say is is dead in the water, is still something that should be striven for, that is, it is until the palestinians have a state where they have sovereignty and they don't have israeli road blocks and israelis going into the towns of villages and shooting people at random, this thing will never be resolved, so there's got to be some kind

inside intel — the boss of the us chip giant warns of a "turbulent world" — the reason they've investedlions building factories closer to home we need resilient supply chains to keep the economies of the world moving forward and being less impacted by events in a single place in the world. saudi aramco is to double its venture capital investments saudi arabia's oil company is to double its venture capital investments in a bid to diversify the economy welcome to world business report. we start in the world of technology — because the boss of us chip giant intel has warned of a "turbulent world" this year. pat gelsinger has been speaking to our economics editor faisal islam at the world economic forum in davos. he said the current disruption to red sea shipping is another reason they were right to invest billions building factories in the us and europe — rather than relying on asia. it's going to be a turbulent world, right? and obviously ukraine is still active, the israel situation, maybe broader implications in the middle east, obviously us—china tensions. you know, it's a turbulent wo

she told me to get off the intel bus. intel was 35. seven times higher. a greyhound. i watched the stock levitate and 8 dollars swore off intel and got aboard the little engine that could. i would be a buyer right now. what actually worked for most, let's take starbucks. they started breaking down the middle of november when the israeli war against hamas became full-blown and starbucks got hit by pro-palestinian protesters. a good number of occasional customers stayed away even though they are publicly traded, non-jewish owned company with no ties to israel. at the same time china teetering went off the rails and we're hoping for 17%. that is bad news. the good news is this document way down and people like me telling investing club members it would miss. when starbucks missed because protests in china, the stock had nowhere to go but up. that is what state until they decide to declare victory in the end zone to be considered a fumble and a touchback and he hurt his hand on the hot seat. starbucks maybe his deal in daily fantasy and reality a couple of bucks. i think

the theme around earnings, amd giving a weak forecast for the current reporting period that track intel earlier this week. even though a surprise profit was posted earlier this month. let's take a look at what is happening in the session in japan as we start to come online here. here the focus is on the data because we had retail sales rising just 2.1% year on year, far short of what economists had been expecting. it's an important one to be tracking, especially when you put it against the summary of opinions we just had from the boj for the january meeting and this told us that officials are starting to become even more data dependent because they are watching, but when will be the appropriate point to exit away from from negative rates. they do need to be checking the specific data and that's one of the ones that could be tracking, retail sales. we got the aussie numbers coming up for inflation but also what we are seeing after hours. paul: china pmi coming up later as well. continuing to see them grind a little bit lower. microsoft did have a narrow beat on revenue, but expectations

also coming up, inside intel. boss of the us chip giant warns of a "turbulent world" — the reason they've invested billions building factories closer to home. there will be new, resilient supply chain to keep the economies of the world moving forward and being less impacted by events in any single place in the world. plus, dialling up the competition. samsung unveils new ai—powered phones as it tries to regain the top spot from apple. and collaring the "hound pound". why going dog—friendly could unleash a $50 billion market for the travel industry. hello, i'm sally bundock. let's get on with the business stories. we start here in the uk, where the ftse 100 index of leading shares had its worst day since last summer on concerns interest rates may have to stay higher for longer. that's after the rate of inflation unexpectedly went up in decemberfor the first time in almost a year, despite expectations of a fall. the consumer price index showed prices rising at an annual rate of 4% last month, up from 3.9% in novembe

with your friends and partners not your enemy, why would we share any money or intel or anything with iran, down get that general jack keane. >> it is characteristic of this administration. in january of 2021, this administration, first month, they began to ease up on the trump sanctions, everyone recognized was having a profound impact on the iranians, like all sanctions, there are loop homes, but what did they do? they eased up on them, why? they wanted to convince the iranians that the united states was serious about renegotiating the nuclear deal and they did that as a concession. this attitude, of conceding to iran, to working a diplomatic negotiated settlement with them, as if they were a ridgi a legitimate nation, acting responsible on the world stage, that was intent of obama negotiated, nuclear deal, we're 10 years later, and this is not a responsible nation, this is a nation who is clear about its intent, talks about it. and that is dominating control of the middle east. drive the u.s. military presence out. that is what 160 attacks were about. and also weaken and destroy th

intel dropping on a weak forecast, down more than 11.4% on the day. we had american express boosting its forecast with shares up 7% on the day. jetblue warning about the spirit deal. a lot of question about the termination and when it would happen and whether the two sides agree. you have spirit airlines down 12.2% on the day as prospects look dimmer about this deal, given the moods we have seen from the government itself as well as jetblue that is now up about 2%, more than that a little on the day. we will shift gears and talk about the biden administration halting approval of new licenses to export liquefied natural gas while it is scrutinizing how shipments affect climate change, the economy, and national security. abigail doolittle has more on the market reaction. abigail: let's look at well because it is hard to know how much of it has to do with what you were just talking about. we have had gains for oil the last two weeks. oil is getting more than 4%, adding to its best week since the middle of october and not only is there that action from th

and it's out there, but uh the active participation when it comes to the execution of the war, the intel that it provides the us uh the way it has operatives on the ground, these types of things are not covered kind of the way that it did with the yemen war throughout the nine years which led to 400 or 500 thousand. to uh actually be slaughtered there, um, what do you think about that, that this us roll maybe is even a step above what israel is doing in terms of the overall genocide in the gaza strip? yeah, without question, mean, secretary of state blincon goes around and he speaks in very soft and and soothing voice, but he has just as much blood on his hands as any israeli cabinet minister or netanyahu, uh, you know, we should not forget that zinanism comes from the the west, it's a western creation um, and it is to this day uphelled by the british and american political and media establishment, and when we talk about western support, you mentioned intelligence and logistical support, but there's media coverage, i mean the way that uh palestinians are dehumanized, the new york times r

capacities of regional countries. he held irans a security and intel cooperation with countries inside purposes are accountable for the crimes committed by the terrorists. and that is for this additional world news, thanks for being with us, i'll be back with the review of the top stories in just few minutes time, it's bye bye for now. hello one, you're watching. ۲۳ سال حاج آقا هست آقا به هر کسی انگشتر دان من تا حالا انگشتر از آقا نگرفتم هر بار دی گفت تو انگشترای خوبی داری دستم میدید آقا می گفت تو انگشترا خوبی داریم من از آقا انگشتتر نمی خواستم بگیرم آقا هم بده این ارزشه گرفتن خب گرفت. pqaza strip faces major health crisis as israel continues to pound the territories hospitals, taking the overall death thold to nearly 23, health officials and basil say alafsa marder's hospital is coming under heavy israeli drone attacks. they say the regime wants to disable the hospital. at least two more journalists have been killed in israely air strikes in gaza, mustafa thuraya and hamza dado died when a missile directly hit their vehicle west of han unison southern gaza. at least 109 journalists ha