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Feb 21, 2024
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but we also said intel was uniquely a resilient supply chain.operate our manufacturings across europe and asia so we are a more resilient choice we're also a more sustainable choice we are miles ahead of the industry in sustainability, water use, energy use, chemicals, and finally, a trusted supply chain particularly for the large preponderance of these companies. trust and secure, leadership technology, systems capabilities yeah, we have a very powerful capability to bring to the industry >> so if you're going to take that capability and translate it into revenue dollars, in 2022, you said $120 billion by 2026. has that number changed, and really what's driving that number if you are talking about weaker macro scenarios that are impacting say the ohio plant, a foundry that could take a little while to see meaningful revenue. how are you getting to that 120? >> i believe it's going to take us a little while longer >> beyond 2026 >> the vision is the same. we are building a substantial foundry business over time and that's ramping up. today's eve
but we also said intel was uniquely a resilient supply chain.operate our manufacturings across europe and asia so we are a more resilient choice we're also a more sustainable choice we are miles ahead of the industry in sustainability, water use, energy use, chemicals, and finally, a trusted supply chain particularly for the large preponderance of these companies. trust and secure, leadership technology, systems capabilities yeah, we have a very powerful capability to bring to the industry...
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Feb 21, 2024
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intel seems to be stepping up to do it. tailwinds for the company. liz: pat was on the show. the stock iser year-over-year up 70%, seven, zero, not bad for intel. we talked to jared bernstein from the administration, we're waiting for the announcement of the chips act money going to intel. good to see you. we're seconds away from the closing bell. you know what comes after that, nvidia earning. hey look, the dow, the s&p, look to close in positive territory. so they scratched back in. the nasdaq clocking its third day in the red. [closing bell rings] tomorrow's medtronic ceo will be here to discuss his outlook on the health care technology industry. that is it for the claman countydown. "kudlow" is next. he will talk nvidia too. larry:
intel seems to be stepping up to do it. tailwinds for the company. liz: pat was on the show. the stock iser year-over-year up 70%, seven, zero, not bad for intel. we talked to jared bernstein from the administration, we're waiting for the announcement of the chips act money going to intel. good to see you. we're seconds away from the closing bell. you know what comes after that, nvidia earning. hey look, the dow, the s&p, look to close in positive territory. so they scratched back in. the...
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Feb 21, 2024
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intel has two sides.s process technology, the advanced chips it designs and manufactures as intel, and that it has the foundry. i am really interested in the foundry business because we need more capacity in the west. we put too much risk on having everything manufactured at the leading edge in taiwan. haidi: the other thing you talk about is, i suppose, the nature of how investors process the lower of large numbers. you talked about four more quarters of this extraordinary level of growth for nvidia before the china equation comes in. how much longer do we see this exuberance when it comes to the market sentiment side of things? daniel: the market is heavily rotated on a few different names right now and you saw how sensitive people market got just going into this quarter. i think nvidia, mostly through its post-print earnings and this jump, is only getting back to where it was a few days ago. i think the whole market is almost dependent on nvidia. last quarter was the microsoft google day and then there
intel has two sides.s process technology, the advanced chips it designs and manufactures as intel, and that it has the foundry. i am really interested in the foundry business because we need more capacity in the west. we put too much risk on having everything manufactured at the leading edge in taiwan. haidi: the other thing you talk about is, i suppose, the nature of how investors process the lower of large numbers. you talked about four more quarters of this extraordinary level of growth for...
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Feb 15, 2024
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senator, have you heard what this threat is that the house is identifying, that the house intel chairuld be declassified and is a serious national security threat? >> as you know, as a member of the armed services and foreign relations committees, i'm getting briefed on national security challenges all around the globe, including in classified settings. i don't know what mike turner is referring to. he hasn't indicated what he is referring to. it might be something i'm aware of. it might be something he knows and i don't. his comments are so cryptic, i don't know what he is referring to. my sense is that jake was reaching out to these house members because they had been on recess while the senate was in session. the senate went on recess yesterday. the house is coming back into session. it might be him updating these key house leaders, intel, armed services, foreign relations, appropriations, on matters that have happened while they have been on recess and the snas has been in session. but i have no way of telling if his cryptic comment what he is referring to. >> jake sullivan was ta
senator, have you heard what this threat is that the house is identifying, that the house intel chairuld be declassified and is a serious national security threat? >> as you know, as a member of the armed services and foreign relations committees, i'm getting briefed on national security challenges all around the globe, including in classified settings. i don't know what mike turner is referring to. he hasn't indicated what he is referring to. it might be something i'm aware of. it might...
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Feb 28, 2024
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chair blumenthal: no response from any of them except intel? and what was intel's inquiry? mr. byrne: our position, we are on a mission to help and disrupt the supply chains. we are very happy to talk to anybody. welcome engagement. we want to show them how we do it. and, you know, we are very happy with that. that is what we would welcome. any of these companies that want to speak with us, we very much welcome outreach. chair blumenthal: but they really have not sawed it? mr. byrne: we have had very little. chair blumenthal: your organization's work relies on the cooperation of semiconductors to conduct tracing, correct? mr. byrne: we have done some of that. we have taken a slightly different approach, which is what my team does, open source intelligence. we have done the work backwards. that we have seen in ukraine. we have taken a lot of weapons and documented the components. we have sketched out how they move into the country and have had success doing so using a range of sources. we know how components are getting in, in many cases. machine tools, bearings, a range of thin
chair blumenthal: no response from any of them except intel? and what was intel's inquiry? mr. byrne: our position, we are on a mission to help and disrupt the supply chains. we are very happy to talk to anybody. welcome engagement. we want to show them how we do it. and, you know, we are very happy with that. that is what we would welcome. any of these companies that want to speak with us, we very much welcome outreach. chair blumenthal: but they really have not sawed it? mr. byrne: we have...
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Feb 21, 2024
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>> reporter: well, this is the intel foundry.s that intel is opening up its factories to third parties with the goal of becoming the biggest in the world after taiwan's. microsoft will become its new founding customer. that means using intel manufacturing to build microsoft chips. we do not have any details on what kind of chips, but this is one of several drivers to where they increase the pipeline to $15 billion. but that does not mean a huge flow of revenues just yet. the intel foundry business has a warning that they want to see meaningful revenues but will not until 2025. i asked intel if that meant he would have to change the previous province and heading $120 billion in revenue by 2026. here is his response. >> i think it is going to take us a little while longer. >> we are building a substantial foundry business over time and that is ramping up. >> reporter: so a little behind schedule. you know? the foundry business need to wrap up and there are also delays at the ohio plant with pat gelsinger blaming macro divisions for
>> reporter: well, this is the intel foundry.s that intel is opening up its factories to third parties with the goal of becoming the biggest in the world after taiwan's. microsoft will become its new founding customer. that means using intel manufacturing to build microsoft chips. we do not have any details on what kind of chips, but this is one of several drivers to where they increase the pipeline to $15 billion. but that does not mean a huge flow of revenues just yet. the intel foundry...
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Feb 18, 2024
02/24
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well, i have not got the intel on what _ ukraine?tel on what is _ ukraine? well, i have not got the intel on what is actually - ukraine? well, i have not got the | intel on what is actually happening on the battlefield, but we do know there has been some movement. the russians have taken an important town in ukraine, and stalemate is the wrong concept. this is a dynamic situation, and we know that things don't change until they change very fast, and i think that it is very important to understand that this disordered world is one where things can change very, very quickly indeed. we saw that on october the 7th with the hamas attack in israel, and all that has gone beyond. i want to make one other point. people often say it is a more connected world. we see that in our work because a civil war in one country, whether in syria or sudan, it ripples out to affect whole regions of the world, and in this connected world everyone pays the price because syrians who are expelled from their own country become refugees in europe. people who are
well, i have not got the intel on what _ ukraine?tel on what is _ ukraine? well, i have not got the intel on what is actually - ukraine? well, i have not got the | intel on what is actually happening on the battlefield, but we do know there has been some movement. the russians have taken an important town in ukraine, and stalemate is the wrong concept. this is a dynamic situation, and we know that things don't change until they change very fast, and i think that it is very important to...
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says, have made several arrest and use what attendance to dispatch crowds, intel a vive, during anti government protests as thousands held a vigil for hostages still held by how much after it's tara attacked on october 7th, stay with us. and there's also one who is a dw com and told me all logical thanks for watching the these places in europe, smashing the raincoats. step into a bold adventure the treasure map for martin club to discuss some of your regular reading sites on youtube. and also i wish i could've done more the same. you just click away, find the best document on you to really see the world as he's never seen it before. the dr. know to dw talking entry, the right now hundreds of thousands of people around the world. a waiting for organ transplants like 4 year old, a v. green who's been waiting for a new hoc for a year will smart technology revolutionize organ transplants. and all 3 d printed organs anywhere close to becoming the norm. find out on shift. it's a hot may from human cells using ice 3 d printer scientists, intel of they've already made this breakthrough back
says, have made several arrest and use what attendance to dispatch crowds, intel a vive, during anti government protests as thousands held a vigil for hostages still held by how much after it's tara attacked on october 7th, stay with us. and there's also one who is a dw com and told me all logical thanks for watching the these places in europe, smashing the raincoats. step into a bold adventure the treasure map for martin club to discuss some of your regular reading sites on youtube. and also i...
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Feb 14, 2024
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and house intel. we got a statement from senator rubio on senate intel, and they say that they have seen this, they have been tracking this rigorously from the start. they are taking it seriously, but the pertinent part, in the meantime, we must be cautious about potentially disclosing sources and methods that may be key to preserving a range of options for u.s. action. is there tension between the senate and the house regarding, hey, listen, what are you doing, if you expose this material, we might lose our ability to continue to track this information. >> there's always tension between the senate and the house, and you'll notice that that statement from the senate came from mark warner, the chair and marco rubio, the vice chair or ranking member, the top republican on the committee. mike turner's statement came from mike turner alone. that's important to note that distinction. i want to make two other points here. number one, when the speaker says there's steady hands at the wheel. i'm not sure anyo
and house intel. we got a statement from senator rubio on senate intel, and they say that they have seen this, they have been tracking this rigorously from the start. they are taking it seriously, but the pertinent part, in the meantime, we must be cautious about potentially disclosing sources and methods that may be key to preserving a range of options for u.s. action. is there tension between the senate and the house regarding, hey, listen, what are you doing, if you expose this material, we...
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Feb 6, 2024
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the understand, the intel support. intel support to shipbuilder. i have a great answer but i'll ask. because obviously our intel support tends to be, it tends to be much more operational. i could tell you that the community is very focused right now in learning the lessons one of the key lessons were learned from ukraine is the ew, electronic warfare components. and how we can both defend ourselves but also utilize that more effectively and how we build that into the front end of our requirements and unable to sign. and then billy it's all dependent on the first shots were saying in everywhere game are fired at space and cyberspace. the space component and how dependent we are but the growing dependencies and investments are adversaries arctic it's one thing to have a carrier, missile. it's another thing to be able to track hours around the globe and target with the fidelity that you need. so that space counterspace component is, i mean it's checkmate. thankfully, a lot of people in this town make a lot of jokes with the creation of the space force
the understand, the intel support. intel support to shipbuilder. i have a great answer but i'll ask. because obviously our intel support tends to be, it tends to be much more operational. i could tell you that the community is very focused right now in learning the lessons one of the key lessons were learned from ukraine is the ew, electronic warfare components. and how we can both defend ourselves but also utilize that more effectively and how we build that into the front end of our...
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Feb 14, 2024
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support -- >> yes. >> intel support to ship building. you know, i don't have a great answer. but i'll ask. because obviously our intel support tends to be -- it tends to be much more operational. i could tell you that the community is very focused right now in learning the lessons one of the key lessons is the e.w. the electronic warfare component and how we can both defend ourselves but also utilize that more effectively and how we build that into the front end of our requirements and our naval design. and then really it's all dependent on the first shots that we're seeing in every war game are fired in space and cyberspace. and the space component and how dependent we are but the growing depen den sys and advancements that our add -- adversaries are. it's one thing to target with the fidelity that you need. so that space, counterspace component, i mean, that's -- it's check mate. and thankfully, a lot of people in this town made a lot of jokes with the creation of the space force, but i thought -- i was a real advocate of giving the sp
support -- >> yes. >> intel support to ship building. you know, i don't have a great answer. but i'll ask. because obviously our intel support tends to be -- it tends to be much more operational. i could tell you that the community is very focused right now in learning the lessons one of the key lessons is the e.w. the electronic warfare component and how we can both defend ourselves but also utilize that more effectively and how we build that into the front end of our requirements...
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Feb 15, 2024
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>> i'm personally skeptical there is any huge new intel. this is a capability we've known about. there also is another capability by chinese that is something they have this volt typhoon, way to insert malware, huge capability they have. you never know what is behind it. to your point, carley, mike turner, the chairman, by going on twitter, this is something he shouldn't have done. not only ukraine funding he is worried about, he has fisa reform he is pushing on a watered down bill he has. he may be crying wolf to seem like a bigger threat and we need to reinstate intelligence capabilities of fisa. >> carley: jake sullivan will be on capitol hill at 3:00 p.m. briefing four lawmakers on the scope of what is going on, we'll see if we get more information on this publicly. you think it should be done behind closed doors. thank you for joining us. appreciate you. another tragedy rocking california, a grandfather is shot and killed while trying to apologize for a fender bender. the victim's son joins me next with his family's message, stay with us. now with skyrizi, i'm all in with cl
>> i'm personally skeptical there is any huge new intel. this is a capability we've known about. there also is another capability by chinese that is something they have this volt typhoon, way to insert malware, huge capability they have. you never know what is behind it. to your point, carley, mike turner, the chairman, by going on twitter, this is something he shouldn't have done. not only ukraine funding he is worried about, he has fisa reform he is pushing on a watered down bill he...
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security forces make arrest intel, a b, do an anti government protest. please use water cannons to disperse crowds of thousands, hold a vigil for hostages, held by how much go laptop correspondents in jerusalem for the latest. and a documentary about the return of muted african treasures takes the top prize at the berlin film festival. the no, i'm told me. alrighty. but welcome to the program. donald trump has won the us republican presidential primary election in south carolina. is his full straight when in the primary race setting him sadly on track to become the potty? not many trump secured a 20 point margin over his only major republican opponent nikki haley in her home state, where she also served as governor a defiance. haley has sworn to continuing the race until march fift in what's known as super tuesday when several states will hold them public and timers. now, donald trump claimed victory just minutes after polls closed in south carolina. here's some of what he said. i was just confirmed that we got double the number of votes that has ever be
security forces make arrest intel, a b, do an anti government protest. please use water cannons to disperse crowds of thousands, hold a vigil for hostages, held by how much go laptop correspondents in jerusalem for the latest. and a documentary about the return of muted african treasures takes the top prize at the berlin film festival. the no, i'm told me. alrighty. but welcome to the program. donald trump has won the us republican presidential primary election in south carolina. is his full...
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Feb 1, 2024
02/24
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intel, we are seeing shares dropping but that is not in earnings story. reporting coming from the wall street journal saying they are delaying a $20 billion chip plant in ohio and they will see completion in 2026. intel kicked off its reporting period earlier this week, share price down 10% in reaction. let's take a look at how broader futures are coming online today. the nasdaq pointing to further gains in the session and futures so far up nearly 1% at this point in time. u.s. futures as well. we are trading at the key 4900 mark. a lot of investors are optimistic. oil, fairly choppy trading session yesterday. we are seeing in a little bit higher. a company closing 3% above its u.s. ipo price. it was a first-time time share sale for the company. the biggest one we have seen since birkenstocks $1.5 billion listing last year. it is the focus on the earnings story. let's bring in our bloomberg originals host emily chang. we know you spoke with a cfo. let's start with what they said about china and the revenue decline. what did you hear exactly? emily: we are
intel, we are seeing shares dropping but that is not in earnings story. reporting coming from the wall street journal saying they are delaying a $20 billion chip plant in ohio and they will see completion in 2026. intel kicked off its reporting period earlier this week, share price down 10% in reaction. let's take a look at how broader futures are coming online today. the nasdaq pointing to further gains in the session and futures so far up nearly 1% at this point in time. u.s. futures as well....
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Feb 8, 2024
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not just at tsmc or intel or i'm sorry, at some other company, but the eco system is also not standing up as quickly as they need. i am glad that the double taxation treaty is going to go into effect, hopefully, with taiwan as a consequence of what we've passed in the house. hopefully the senate takes it up in short order, but i think stuff like that will really help to expedite, but this work force issue, we can talk about later, is a huge kind of rate determining step for how quickly they can establish their operations. >> and the financial times reported recently that the committee wanted to have chip ceo's from, i think, intel and some other companies testify. just curious if that's something we can expect to see and if that's what you're looking for out of the hearing like that. >> so, i think that the structure and format of the hearing are kind of-- it's in flux a little bit and we're trying to figure that out. i think what we want to learn is how are things going in terms of the competition between the u.s. and the ccp with regard to chip manufacturing. as you know, the chinese
not just at tsmc or intel or i'm sorry, at some other company, but the eco system is also not standing up as quickly as they need. i am glad that the double taxation treaty is going to go into effect, hopefully, with taiwan as a consequence of what we've passed in the house. hopefully the senate takes it up in short order, but i think stuff like that will really help to expedite, but this work force issue, we can talk about later, is a huge kind of rate determining step for how quickly they can...
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Feb 15, 2024
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doesn't the gang of eight usually handle big intel announcements? where is the speaker of the house mike johnson? he still has not ever done our show for the some reason. he runs to the microphone and tells americans not to panic. >> i want to assure the american people there is no need for public alarm. we are going to work together to address this matter as we do all sensitive matters that are classified. >> one mike says very serious national security threat that biden has to declassify. and then a more powerful mike says nothing to be alarmed about. we will handle it in private. democrats are saying it serious, but no need to panic. other democrat saying food and is attacking our democracy. what is going on here? >> then we get the drip, drip morsels of info info all afternoon. at something we've known about for a long time. then it something we just found out about. political reported the intelligence related to russia's hypersonic cruise missile that can fly at speeds between mach six and mark eight. they also speculated that the russians and
doesn't the gang of eight usually handle big intel announcements? where is the speaker of the house mike johnson? he still has not ever done our show for the some reason. he runs to the microphone and tells americans not to panic. >> i want to assure the american people there is no need for public alarm. we are going to work together to address this matter as we do all sensitive matters that are classified. >> one mike says very serious national security threat that biden has to...
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Feb 16, 2024
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when we come back folks the head of the house intel community is facing backlash on his warnings of whatserious national security threat. we'll get into what that threat is and what he decided to get ahead of the white house on this. that's all when the 11th hour continues. hour continues. the economy is simply not working for millions of hard working families. they're working harder than ever and they still can't make enough to get by to afford food and medicine to even keep a roof over their heads. we need to build more housing that's truly affordable. we need to address this terrible epidemic of homelessness. we need to invest in good paying jobs, union jobs and investments in our future. this, this is why i'm running for the us senate. i'm adam schiff and i approve this message. this ad? typical. politicians... "he's bad. i'm good." blah, blah. let's shake things up. with katie porter. porter refuses corporate pac money. and leads the fight to ban congressional stock trading. katie porter. taking on big banks to make housing more affordable. and drug company ceos to stop their price
when we come back folks the head of the house intel community is facing backlash on his warnings of whatserious national security threat. we'll get into what that threat is and what he decided to get ahead of the white house on this. that's all when the 11th hour continues. hour continues. the economy is simply not working for millions of hard working families. they're working harder than ever and they still can't make enough to get by to afford food and medicine to even keep a roof over their...
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Feb 22, 2024
02/24
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so that's good news for intel. look, yes, the froth if is fun for the bulls right now. they continue to patrol ific in it even as fedheads wring their hands over the sticky inflation outlook. in fact, we are just minutes away from a speech by philly fed president patrick harker in delaware, but already treasury yields began heading north after federal reserve vice chair phil lip jefferson issued a warning during a q&a at the peterson institute. he said the fed needs to be cautious of easing too much on improving inflation and that he needs to see a, quote, body of economic evidence before green lighting an interest rate cut. so right now you can see the 2-year yield which most closely tracks the fed policymakers up 6 basis points to 4.722%. but, you know what? normally that would freak out the bulls, at least today the bulls are not scared off. the s&p only needs 47 points to hint a record, and right now it's gaining 103. should investors charge ahead, take part in this big race and reach for the semi-sky or think about staying grounded? let's get to the floor show, two
so that's good news for intel. look, yes, the froth if is fun for the bulls right now. they continue to patrol ific in it even as fedheads wring their hands over the sticky inflation outlook. in fact, we are just minutes away from a speech by philly fed president patrick harker in delaware, but already treasury yields began heading north after federal reserve vice chair phil lip jefferson issued a warning during a q&a at the peterson institute. he said the fed needs to be cautious of easing...
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Feb 20, 2024
02/24
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latest on government spending is part of the chips act and global foundry gaining $12.5 million and intelning more than that and walmart rising with its results and a dividend hike and a big deal in the process there and home depot slightly lower as it struggles to grow. we've got our team of reporters on all of these big stories and kate roone y on that credit car deal that broke over the weekend and melissa revko. and let's begin with kate rooney in san francisco. >> hi there, tyler. yes. this $35 million deal is merging two credit card deals and it's all about scale and efficiency. capital one says they plan to add more than 121 million card holders and purchase volume in the next three years or so and 1.3 billion in cost savings, as well and then you have the credit card dynamic and like many banks, discover issues its own cards and it also has this card network which has been an underdog in the past few years. it's in fourth police behind visa, mastercard and american express and they've struggled to get other banks to run and capital one getting ready to move some of its credit card
latest on government spending is part of the chips act and global foundry gaining $12.5 million and intelning more than that and walmart rising with its results and a dividend hike and a big deal in the process there and home depot slightly lower as it struggles to grow. we've got our team of reporters on all of these big stories and kate roone y on that credit car deal that broke over the weekend and melissa revko. and let's begin with kate rooney in san francisco. >> hi there, tyler....
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Feb 16, 2024
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. >> good intel, kari. >>> i have a little intel as we look toward that presidents' day weekend. kari was talking about the rain and that did impact your roadways. but we do want to talk about track work going on that will impact folks riding b.a.r.t. the b.a.r.t. system is going to be canceled for the red line as you travel through el cerrito, del norte and richmond. then it will be resumed by the orange line and yellow line through here. they're doing track work all weekend, so that portion of the red line, the red line in general will be out again, the yellow and orange as substitutes. they've also postponed this closure, so 680 will not be closed this weekend. that's great news for drivers, but we do have to have another future weekend that we'll have the closure. for caltrans, there's a lot of work they've had to do and the last weekends have been canceled because of weather. we do have a little slowing that started out of the altamont pass. folks want to end the weekend early because it is a holiday weekend. weekend. >>> can we start now? ♪♪ ♪♪ ♪♪ ♪♪ visit your volvo car re
. >> good intel, kari. >>> i have a little intel as we look toward that presidents' day weekend. kari was talking about the rain and that did impact your roadways. but we do want to talk about track work going on that will impact folks riding b.a.r.t. the b.a.r.t. system is going to be canceled for the red line as you travel through el cerrito, del norte and richmond. then it will be resumed by the orange line and yellow line through here. they're doing track work all weekend, so...
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Feb 26, 2024
02/24
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we spoke with kailey leinz about intel as an example.tal approach, they are relying on access to the chips act grants to create operation alliance. the last point is ray mondo giving a forecast that the u.s. is going to have 20% of leading edge chips by the end of the decade. we are talking about the ones ian king comes on the show and talks about so often. we will continue to monitor the event. there is some significant headlines coming up. coming up on bloomberg technology, the strikes were a topic of conversation. one of the major concerns was brought over to the show artificial intelligence. we will have nick, the cofounder of a company that uses generative ai to correct out of sync dubbing. more on the relationship with hollywood and ai coming up. this is bloomberg technology. ♪ ♪ ed: at the sag awards, the twin strikes, the actors and writers strikes were a topic of major conversation. one of the union's biggest concerns was brought to the stage. ai will entrap us in a matrix when none of us knows what's real. let's bring in nick l
we spoke with kailey leinz about intel as an example.tal approach, they are relying on access to the chips act grants to create operation alliance. the last point is ray mondo giving a forecast that the u.s. is going to have 20% of leading edge chips by the end of the decade. we are talking about the ones ian king comes on the show and talks about so often. we will continue to monitor the event. there is some significant headlines coming up. coming up on bloomberg technology, the strikes were a...
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Feb 22, 2024
02/24
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CNBC
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back in the day, was always upset intel refused to get into the speedy graphic processing unit. then ceo andy grove bridled at the thought back then gaming chips were considered low end and not good for anything beyond pretty video game graphics. they were cheap, they were cheesy, they were workless to him. meanwhile, companies like audi north america were telling me nvidia's chips were so much faster than intel's and everybody else's and it wasn't even an competition to ee to see who should put the chips into the audi i pursued the nvidia story aggressively and after that i came to you with the idea immediately. for years i've told you that even though nvidia seemed expensive the stock would always end up looking cheap in retrospect because the actual earnings would be much higher than expected. i documented this time and time again. yet for ages nobody seemed to catch on then you know what finally i got so darn fed up with my inability to get people's attention to buy the stock that i just renamed my darn dog nvidia. in a blatant gambit to sell you on this amazing company. thi
back in the day, was always upset intel refused to get into the speedy graphic processing unit. then ceo andy grove bridled at the thought back then gaming chips were considered low end and not good for anything beyond pretty video game graphics. they were cheap, they were cheesy, they were workless to him. meanwhile, companies like audi north america were telling me nvidia's chips were so much faster than intel's and everybody else's and it wasn't even an competition to ee to see who should...
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Feb 7, 2024
02/24
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CSPAN2
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s from intel and other companies testify. curious if that's something we can expect to see and what you are looking for? mr. krishnamoorthi: i think that the structure and format of the hearing are kind of -- were in flux a little bit. we are trying to figure that out. i think what we want to learn is how are things going in terms of the competition between the u.s. and the c.c.p. with regard to chip manufacturing. as you know the chinese have invested maybe tens, maybe hundreds of billions of dollars in standing up their own semiconductor companies. they have been successful with regard to, i guess, legacy chips. with regard to the highest end semiconductor chips, they aren't necessarily exactly where they would like to be. that's why the export controls with regard to those chips bite the way they do right now. we want to learn more about that. >> one of the meetings that stuck out to me last year was when you and chairman gallagher traveled to the west coast, met with apple, microsoft executives, disney executives. those m
s from intel and other companies testify. curious if that's something we can expect to see and what you are looking for? mr. krishnamoorthi: i think that the structure and format of the hearing are kind of -- were in flux a little bit. we are trying to figure that out. i think what we want to learn is how are things going in terms of the competition between the u.s. and the c.c.p. with regard to chip manufacturing. as you know the chinese have invested maybe tens, maybe hundreds of billions of...
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Feb 15, 2024
02/24
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. >> peter: the house intel chair mike turner is calling on president biden to declassify all informationating to this threat so that congress, the administration, and our allies can openly discuss the actions necessary to respond to this threat. it's possible this information was collected using fisa section 702, which the house was going to vote to reauthorize this week with amendments until speaker johnson pulled ited from the floor yesterday. if that is what is happening. it would also violate a 1967 nuclear treaty covering nukes in space. so, speaker johnson is saying about this russia issue fake a deep breath. >> i want to assure the american people there is no need for public alarm. we are going to work together to address this matter as we do all sensitive matters that are classified. >> peter: this is going to be a real test for president biden to prove to allies that just because a special counsel says he has issues with his memory, he does not have issues with his judgment. back to you. >> steve: so, peter, speaker johnson was going to bring up 702 today in the house, and now t
. >> peter: the house intel chair mike turner is calling on president biden to declassify all informationating to this threat so that congress, the administration, and our allies can openly discuss the actions necessary to respond to this threat. it's possible this information was collected using fisa section 702, which the house was going to vote to reauthorize this week with amendments until speaker johnson pulled ited from the floor yesterday. if that is what is happening. it would...
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Feb 22, 2024
02/24
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FBC
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you also coffer intel. do they -- cover inintel. what's your price target on intel?n intel, and i also have a buy with. and and they are -- not only do they make the processers that go into desktop pcs and servers and laptopses, but that's where the connection begins in a.i., and they are also continuing to further this a.i. trend with this concept of a.i. everywhere. and also everyone asks me, well, what's the next nvidia. well, there's no company that will replace nvidia. i think what you're going to see is that qualcomm is going to enable this mobile connectivity of a.i. intertaste -- interface with the a.i. functionality they are continuing to build in their snapdragon processers which are on over 3 billion mobile devices. stuart: ivan, i'm out of time, but thank you very much for your analysis especially on intel, $80 a share is your projection. >>> all right, folks, the market is open, and we've opened with a huge gain for the nasdaq. i'll get to that the in a second. nvidia has opened at an all-time high, no surprise there. s&p 500 also at an all-time high. le
you also coffer intel. do they -- cover inintel. what's your price target on intel?n intel, and i also have a buy with. and and they are -- not only do they make the processers that go into desktop pcs and servers and laptopses, but that's where the connection begins in a.i., and they are also continuing to further this a.i. trend with this concept of a.i. everywhere. and also everyone asks me, well, what's the next nvidia. well, there's no company that will replace nvidia. i think what you're...
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the highest on this is the mine is athens of and i'll say i would say close, excuse me, with these intel let me see under it isn't flash for several. they can still, we got to that and fathers by dia, as it is so important. and that's the woke treated us vaughn, who can to type put it in boxes. that's my views can when they can, you know, as soon as i know we're not can exhibit us money. it's a good $11.00 plus it's got some kind of experience itself cuts as a new months kind of kind of use period comple events and then do the math on it from the high end using but stick to it of the end of this month. i guess because it goes to that one. if you remember it had to be, it says as a box and that you move how these dolphins and months appear. and yeah, as of it happens. so now is this promotion when the chicken that's when i'm on the east to go by swimming all season to the house. so call me when i get this. yeah, no, you're totally totally non tenant to the listen. and this is my dad loves as a zion vic in on. that's not humble for money, but it's like the size institution doesn't apply tw
the highest on this is the mine is athens of and i'll say i would say close, excuse me, with these intel let me see under it isn't flash for several. they can still, we got to that and fathers by dia, as it is so important. and that's the woke treated us vaughn, who can to type put it in boxes. that's my views can when they can, you know, as soon as i know we're not can exhibit us money. it's a good $11.00 plus it's got some kind of experience itself cuts as a new months kind of kind of use...
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Feb 8, 2024
02/24
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CNBC
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intel d intel dom nates that but why can't you be the guts of pcs?ntel? >> in the apple domain, that operating system, used to be all one vendor and now it's 100% arm. that ecosystem has converted over 100%. apple gets amazing performance and power relative to the experience running off a battery and i think you'll see that move to the windows ecosystem quite soon. folks know windows and arm has been around for a while, but i think we've proven with apple the capabilities of the products and i think the few years with ai, pc, the things in windows, we're going to see growth there too. >> that's great news. >> what about china? that was certainly a source of strength in the quarter. has it peaked given the concerns around import controls there? what do you see as far as sustainability for china revenues? >> yeah. you know, for china, the china ecosystem follows the rest of the world. we're strong in china in data center and strong in evs. china as you know has been moving to evs and very aggressive quick way, so as far as export controls, you know, we
intel d intel dom nates that but why can't you be the guts of pcs?ntel? >> in the apple domain, that operating system, used to be all one vendor and now it's 100% arm. that ecosystem has converted over 100%. apple gets amazing performance and power relative to the experience running off a battery and i think you'll see that move to the windows ecosystem quite soon. folks know windows and arm has been around for a while, but i think we've proven with apple the capabilities of the products...
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Feb 2, 2024
02/24
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intel shares down 1.5%. >>> time to turn to the morning "big money movers.pple, meta and amazon are moving in direct different dires apple under pressure slowing demand no china with the foreign exchange and increased competition dragging down the stock. shares are down 2.5% met a is surging after the last year of efficiency the company declaring a dividend of 50 cents a share and $50 billion buyback. those shares up 15%. amazon is soaring on record operating income sk andy jassy seeing a.i. hitting every part of the business with billions in upside let's dive into this are alex kantrowitz alex, good to see you. alex, am i hearing you >> yes >> there you go. >> okay. great. >> we got you now. let's start with the last company we talked about. amazon there was a lot to like if you are an investor. operating income blew past estimates. cloud met expectations we have more clarity with a.i. what is the number one thing you think investors should take away with the report? >> we like aws growing again growth went 13% after a couple of quarters. amazon is an aws c
intel shares down 1.5%. >>> time to turn to the morning "big money movers.pple, meta and amazon are moving in direct different dires apple under pressure slowing demand no china with the foreign exchange and increased competition dragging down the stock. shares are down 2.5% met a is surging after the last year of efficiency the company declaring a dividend of 50 cents a share and $50 billion buyback. those shares up 15%. amazon is soaring on record operating income sk andy jassy...
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Feb 27, 2024
02/24
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FOXNEWSW
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personally, i would think that the guys who are politicizing intel are the people from the intel community are using inside information to help president biden get reelected. that's just me. joining me now is lee zeldin, former new york congressman and gubernatorial candidate also with me ned ryun founder and ceo of american majority. ned, we have a lot to get. to say any theories as to the real reason that brennan and the boys are so worried about with a second trump term? >> well, it's pretty rich, coming from them, the intelligence community spent the last nine years sowing misinformation and trying to interrupt our representative democracy and our national elections 2016 and 2020 that trump is somehow going to take the ic to unprecedented political levels. you know, the real rub in all of this, laura was the fact that trump tried to bring transparency and accountability first term and efforts met with outright sedition between agencies. the real one between trump and the ic who decides. as duly elected presidents decide and intelligence community think they decide. that's not how it wo
personally, i would think that the guys who are politicizing intel are the people from the intel community are using inside information to help president biden get reelected. that's just me. joining me now is lee zeldin, former new york congressman and gubernatorial candidate also with me ned ryun founder and ceo of american majority. ned, we have a lot to get. to say any theories as to the real reason that brennan and the boys are so worried about with a second trump term? >> well, it's...
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Feb 20, 2024
02/24
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the largest chips act award to date and offers a hint of what to expect from other major awards for intelnd tsmc and micron. >> and global foundry shares up 12% in pre-market. silvana, thank you. >>> to china and beijing taking new steps to prop up the struggling property market and boost the economy overall and consumer confidence. eunice yoon is joining us from beijing. eunice. >> reporter: thanks, dom. china cut the key reference rate for mortgages by the most since the rate was established back in 2019. the five-year loan prime rate was slashed 25 basis points. the one-year lpr is the guide for businesses and consumers which was left unchanged. this move was surprising because it was bigger than most analysts expected and because it broke with tradition where the rates tend to move in tandem. people here are saying this indicates that policymakers are more concerned than previously thought about the property sector and also that they, at the same time, want to use a more targeted approach. this comes as the latest data shows that fdi in china is now at the lowest level in 30 years and
the largest chips act award to date and offers a hint of what to expect from other major awards for intelnd tsmc and micron. >> and global foundry shares up 12% in pre-market. silvana, thank you. >>> to china and beijing taking new steps to prop up the struggling property market and boost the economy overall and consumer confidence. eunice yoon is joining us from beijing. eunice. >> reporter: thanks, dom. china cut the key reference rate for mortgages by the most since the...
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the idea that intel is going to slow down the manufacturing and the plant in ohio is concerning becausewan election the prc candidate did not win and that means the odds of them doing a blockading taiwan cyber attack, tsmc, 90% of the advanced global manufacturing chips is in taiwan, they own or break that it is game over. stuart: mike mccaul, chair of foreign affairs committee. always appreciated. welcome to new york. check the features i see a little bit of red ink, not that much on a monday morning. opening bella's next. we will take you to wall street. ♪ trading at schwab is now powered by ameritrade, giving traders even more ways to sharpen their skills with tailored education. get an expanding library filled with new online videos, webcasts, articles, courses, and more - all crafted just for traders. and with guided learning paths stacked with content curated to fit your unique goals, you can spend less time searching and more time learning. trade brilliantly with schwab. ♪ i have type 2 diabetes, but i manage it well ♪ ♪ jardiance! ♪ ♪ it's a little pill with a big story to tell
the idea that intel is going to slow down the manufacturing and the plant in ohio is concerning becausewan election the prc candidate did not win and that means the odds of them doing a blockading taiwan cyber attack, tsmc, 90% of the advanced global manufacturing chips is in taiwan, they own or break that it is game over. stuart: mike mccaul, chair of foreign affairs committee. always appreciated. welcome to new york. check the features i see a little bit of red ink, not that much on a monday...
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Feb 2, 2024
02/24
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BLOOMBERG
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that is a look at intel. we have a lot more coming up. keep it here.s bloomberg. ♪ yvonne: equity markets are doing this. a lot of green today. you might be seeing particular f1 driver wearing more red. did you like that? david: red bull? yvonne: quite the contrary. lewis hamilton could be heading to for ari. -- heading to ferari. rishaad: running out of -- i suppose racetrack. he is 39. he did this in 2013 moving from mclaren to mercedes. mercedes did not seem like they were going to be doing anything. they had to wait for regulations changes which were a couple years ahead. he delivered eight constructors titles. he is the most i suppose -- you would use the word winningest. yvonne: most decorated? rishaad: the most decorated formula one driver in history. every driver wants to drive for ferari at some stage. yvonne: i just never thought he would. rishaad: the mood music did not fit. ferari have not won since 2007. they are desperate, fans are. yvonne: two seasons in a row -- david: but he just signed recently. yvonne: he did, that is why the confusi
that is a look at intel. we have a lot more coming up. keep it here.s bloomberg. ♪ yvonne: equity markets are doing this. a lot of green today. you might be seeing particular f1 driver wearing more red. did you like that? david: red bull? yvonne: quite the contrary. lewis hamilton could be heading to for ari. -- heading to ferari. rishaad: running out of -- i suppose racetrack. he is 39. he did this in 2013 moving from mclaren to mercedes. mercedes did not seem like they were going to be...
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Feb 18, 2024
02/24
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ALJAZ
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intel of a demonstration is cool for the release of captives and the resignation of israeli prime minister benjamin netanyahu. and thailand's former prime minister, the types of shows to watch, is released on to rome. 6 months after returning from self imposed exile, the new wave of this riley buildings has killed 66 palestinians in central and southern guns. i'm old and i see people injured in the attacks and many remain trapped onto the revel. 9 homes for targeted and central areas have gone. elk 0 is terika wizard and has moved from rossa in southern casa. the is very military forces are pressing on with their military defensive on the ground. he is not. the goal is a stripe and the date was very low. d as more than 50 palestinians have to report that killed in a string of men of trees as strikes that targeted the central parts of the co. 3 alongside with the southern areas in russell. and in con eunice, in a very ongoing military attacks on the up in areas along side that the gauze ends in display civilians here are completely struggling from acute and acute fluid insecurity. um, its m
intel of a demonstration is cool for the release of captives and the resignation of israeli prime minister benjamin netanyahu. and thailand's former prime minister, the types of shows to watch, is released on to rome. 6 months after returning from self imposed exile, the new wave of this riley buildings has killed 66 palestinians in central and southern guns. i'm old and i see people injured in the attacks and many remain trapped onto the revel. 9 homes for targeted and central areas have gone....
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Feb 17, 2024
02/24
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FBC
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(luke) this will be a gold mine of local intel. just you wait. (marci) right.val? (stylist 1) oooh you got your corn pudding... you got your corn chowder... (marci) so... is it safe around here? (stylist 2) sometimes. (luke) if a family of eight were to need a cold plunge, where would they find it? (stylist 1) ...and then they dip it in butter, then bam, it goes right in. (stylist 2) ...really cute vampire bar. (stylist 1) the reverend does like a blessing on the corn. (luke) donut shops. how far from here? (marci) no eyebrows? (luke) think of how light it'll feel in the summer. we've got to run. eleven thousand more neighborhoods to go! (vo) ding dong! homes-dot-com. singlecare is amazing. even though i have insurance, it can't beat the pricing i get on my medication through singlecare. before i submit any prescriptions, i always check singlecare first! just go to singlecare.com, search for your prescription and show the coupon to your pharmacist. millions of people on medicare, just like me, use singlecare every month, and you can too! visit singlecare.com an
(luke) this will be a gold mine of local intel. just you wait. (marci) right.val? (stylist 1) oooh you got your corn pudding... you got your corn chowder... (marci) so... is it safe around here? (stylist 2) sometimes. (luke) if a family of eight were to need a cold plunge, where would they find it? (stylist 1) ...and then they dip it in butter, then bam, it goes right in. (stylist 2) ...really cute vampire bar. (stylist 1) the reverend does like a blessing on the corn. (luke) donut shops. how...
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Feb 13, 2024
02/24
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CSPAN3
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there is always someone -- there may be a handful that haven't seen it yet, haven't had that intel to understand why all this is important. >> the secretary talked about so many of those places around the world, why it's so important fully funded for all of the challenges we are facing. talk about some of those because they showed up in the reagan national defense sur have i that came out. 51% of americans now say they see china as the greatest foreign threat. it was surprising to me 74% said they feel we could be in a war with china within five years. what would you say to the american people out there responding to this survey who now view china with increased worry and concern? >> first thing i would tell them is they ought to be proud of their military. we are ready. for whatever comes our way. at the same time, we want to be so ready that we don't have a conflict. we are hearing peace through strength. our strength we demonstrate as a military, we are hoping for peace. the better we understand the threat environment and the fact that the american people start to recognize where t
there is always someone -- there may be a handful that haven't seen it yet, haven't had that intel to understand why all this is important. >> the secretary talked about so many of those places around the world, why it's so important fully funded for all of the challenges we are facing. talk about some of those because they showed up in the reagan national defense sur have i that came out. 51% of americans now say they see china as the greatest foreign threat. it was surprising to me 74%...
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Feb 18, 2024
02/24
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but as intel could already found out in data by the kitchens, only provide one meal a day. and even that is a challenge. more than half of the population of because of the truth is risk in some policy news nor many have 3 meals per day. since the beginning of the world, they only have one meal. there is limited quantities of vegetables and there is no cruise in the markets. a that is coming in of the causal strip is not preaching. all of the people and people are starving and z, u. n has been warning that the gardens population is at the risk of farm and we are in as groups harmony in that is by the way, they're hoping to seize people indebted by left this place people and the neighbors of their house where they're initiating and they're making their house as a kitchen today, their cookie lentil soup. and let's see how they're cooking the center. so they're using what would fire? because there is no cooking. gus, this lentil soup is cooked without any best of both because there is very limited number of festivals in the markets because a lot of our culture land has been eit
but as intel could already found out in data by the kitchens, only provide one meal a day. and even that is a challenge. more than half of the population of because of the truth is risk in some policy news nor many have 3 meals per day. since the beginning of the world, they only have one meal. there is limited quantities of vegetables and there is no cruise in the markets. a that is coming in of the causal strip is not preaching. all of the people and people are starving and z, u. n has been...
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Feb 14, 2024
02/24
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>> i think the difference between amd and intel is, amd has traction with u.s. hyperscalers. it has really been microsoft, amazon, google, meta. leading the way. amd has traction. with intel, i think their hope is to get into the inference market, so after we are done training the models and applications start to show up, they will get some traction at enterprises, but i think that is very much a to be determined thing, whereas amd, clearly, if you listen to the release. >> matt, do you think nvidia is overbought? >> i think that ai is going to be a game changing trend. if i have concerns, at some point, whenever we have shortages of chips, like we have right now, eventually, you sell through backlog and you see a bit of a pause in revenue, but no. i think ai and the data center, over time, will continue to grow. historically, these markets have one or two players, and nvidia has 80% market share. they have established themselves. could there be a disappointment at some point? i don't think it's coming this quarter. out of the gets coming next quarter, so no. i don't think it
>> i think the difference between amd and intel is, amd has traction with u.s. hyperscalers. it has really been microsoft, amazon, google, meta. leading the way. amd has traction. with intel, i think their hope is to get into the inference market, so after we are done training the models and applications start to show up, they will get some traction at enterprises, but i think that is very much a to be determined thing, whereas amd, clearly, if you listen to the release. >> matt, do...
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Feb 14, 2024
02/24
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FOXNEWSW
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there is intel to suggest that they are citing former and current intel officials.an ortagus. host of the morgan ortagus show on sirius xm. founder of polaris national security. and "the washington post" white house reporter tyler pager. morgan, it is unusual for the house intel chair to kind of do this move. they must believe that it is a serious threat to put out this information to even as valed as it is. >> incredibly unusual. it's certainly got the national security world chattering today. i think it's going to be incumbent now upon the administration to share some sort of information. i certainly understand, bret, that these are highly classified things that we are dealing with. but, mike is not somebody -- i have known him for a while. is he not someone to make these sort of pronouncements to do dramatic acts in the congress. not a rabble rouser. flag for important reason. reports about perhaps a space based nuclear weapon. listen, we know that in the trump administration, the russians really wanted us to renegotiate and extend new start. we did not do so. we
there is intel to suggest that they are citing former and current intel officials.an ortagus. host of the morgan ortagus show on sirius xm. founder of polaris national security. and "the washington post" white house reporter tyler pager. morgan, it is unusual for the house intel chair to kind of do this move. they must believe that it is a serious threat to put out this information to even as valed as it is. >> incredibly unusual. it's certainly got the national security world...
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Feb 15, 2024
02/24
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new intel suggests it could be true. peter doocy has a live report, next. ♪ hey!ks. nucala is a once-monthly add-on injection for severe eosinophilic asthma. not for sudden breathing problems. allergic reactions can occur. get help right away for swelling of face, mouth, tongue, or trouble breathing. infections that can cause shingles have occurred. don't stop steroids unless told by your doctor. tell your doctor if you have a parasitic infection. may cause headache, injection site reactions, back pain, and fatigue. ask an asthma specialist if nucala is right for you. a car is a car... is a spa. an office. hi! hello! a cinema. so automated. yes, the definition of a car changes... but one thing stays the same. it's a mercedes-benz. sleep more deeply. and wake up rejuvenated. purple mattresses exclusive gelflex grid draws away heat, relieves pressure and instantly adapts. sleep better. live purple. right now save up to $800 off mattress sets during purple's president's day sale. visit purple.com or a store near you. the first time you made a sale online with godaddy
new intel suggests it could be true. peter doocy has a live report, next. ♪ hey!ks. nucala is a once-monthly add-on injection for severe eosinophilic asthma. not for sudden breathing problems. allergic reactions can occur. get help right away for swelling of face, mouth, tongue, or trouble breathing. infections that can cause shingles have occurred. don't stop steroids unless told by your doctor. tell your doctor if you have a parasitic infection. may cause headache, injection site reactions,...