Bloomberg Intelligence Instant Reaction: Intel Gives Weak Forecast, Shares Slide Afterhours
14 snips
Jan 22, 2026 
Ivan Feinseth, Research Director and Chief Investment Officer at Tigress Financial Partners, joins the discussion to unravel Intel's latest downturn. He emphasizes that the company's challenges go beyond quarterly issues, rooted in structural problems. Feinseth highlights how U.S. government investment has positively influenced Intel's prospects, while addressing its strategic partnerships with Nvidia and Apple. He discusses the critical need for expanded foundry customers and advocates for a bullish long-term outlook despite current manufacturing yield struggles.
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Weak Quarter, Major Strategic Shift
- Intel's weak quarter is not just a one-off; it's part of a major company shift under new leadership.
- Ivan Feinseth believes the long-term AI and data-center tailwinds outweigh near-term execution woes.
U.S. Support Amplifies AI Tailwind
- Government support and AI demand materially improve Intel's positioning for future growth.
- Feinseth says these forces let Intel invest and compete in foundry and AI markets.
View Pullbacks As Buying Opportunities
- Treat short-term share pullbacks as potential buying opportunities after a rapid run-up.
- Feinseth suggests a dip from recent highs could present a favourable entry point.