

What’s the Outlook on Spices?
Sep 23, 2024
Jason Moser, a seasoned stock market analyst, shares insights on Intel's recent revival efforts and McCormick's potential for growth after a sluggish period. He discusses the strategic interest from Qualcomm and Apollo Global, hinting at exciting times ahead for Intel. Meanwhile, Mary Long, a real estate expert, dives into the booming build-to-rent industry and the role of institutional investors like Invitation Homes in reshaping the housing market. They explore trends in rental dynamics and what it means for affordability in today's economy.
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Intel's Transformation
- Intel, once considered a boring chip company, is now attracting interest.
- This renewed interest stems from various factors, including potential acquisitions, new deals, and restructuring efforts.
Qualcomm's Interest in Intel
- Qualcomm's potential acquisition of Intel raises regulatory questions due to the companies' scale.
- Such a large acquisition would involve significant financial and logistical challenges for Qualcomm.
Apollo and Intel's Foundry Business
- Apollo Global Management's interest in Intel's foundry business highlights the potential value of this segment.
- This interest, along with other partnerships, suggests a more optimistic future for Intel.