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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.
28:22
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Quick takeaways
- Intel's renewed interest from firms like Qualcomm and Apollo reflects a strategic pivot towards enhancing its foundry business for future profitability.
- McCormick's performance concerns highlight the impact of broader economic conditions on individual companies' growth trajectories in the current earnings season.
Deep dives
Intel's Resurgence and Potential Deals
Intel has seen a renewed interest from major players like Qualcomm and Apollo Global Management, indicating a shift in the company's fortunes. Qualcomm, with an estimated market cap of $185 billion, is considering an acquisition of Intel, which has a market cap around $90 billion. However, such a deal raises regulatory questions due to the significant size and market dynamics involved, making its approval complex. At the same time, Apollo is interested in investing about $5 billion specifically into Intel's foundry business, potentially leading to a spinoff that could unlock additional value for shareholders.
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