On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns.
Asit Sharma, Rick Munarriz, and Tim Beyers discuss:
- CEO Lip-Bu Tan's meeting with President Trump.
- Plans for advanced (or even AI) chipmaking on U.S. soil.
- The challenges of growing the foundry business versus the promises cooked into the current share price.
Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!
Tickers: Companies discussed: INTC, AMD, NVDA, TSM, ASML
Host: Tim Beyers
Guests: Asit Sharma, Rick Munarriz
Producer: Anand Chokkavelu
Engineer: Dan Boyd
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