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Wall Street Breakfast
Wall Street Breakfast

Wall Street Roundup: We need to talk about Intel

16 min•19 september 2025

Om avsnittet

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).

Show Notes
The Paradigm Shift No Investor Can Ignore
Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It

Episode transcripts: seekingalpha.com/wsb

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