WSJ Tech News Briefing

TNB Tech Minute: Intel Stock Falls After Quarterly Loss

20 snips
Jan 23, 2026
A surprise quarterly loss knocks down a major chipmaker and triggers a big stock slide. Investors watch closely for news about the company’s foundry customers and product ramps. A ride-hailing company outlines plans to deploy AI for customer calls with a phased rollout. A European defense firm enjoys a blockbuster stock-market debut after its IPO.
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INSIGHT

Intel's Rough Quarter And Costly Ramp

  • Intel's stock plunged after a larger-than-expected quarterly loss and a weak near-term outlook.
  • The company is spending heavily to ramp new chip production while facing an inventory shortage and delayed fab customer announcements.
INSIGHT

Market Reaction Versus Long Term Bets

  • Intel's stock had doubled over six months but still fell more than 17% on the earnings news.
  • Investors are waiting for customer wins for Intel's chip fabrication business, which executives delayed until later in the year.
ADVICE

Roll Out AI Customer Service Slowly

  • Uber plans to roll out AI-driven customer service gradually in smaller markets to limit costly mistakes.
  • Test AI in low-risk areas first and scale only after validating performance and reducing errors.
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