Pat Gelsinger, CEO of Intel, discusses the company’s improved earnings outlook and strategic shifts after challenging times. Tony Fadell, co-creator of the iPhone, shares insights on Apple's AI strategies and consumer behavior, particularly regarding new product features. Kevin Mann, President of Henning and Walsh Asset Management, provides analysis on Amazon's strong earnings and significant capital spending in AI. The conversation dives into the competitive landscape of tech companies, focusing on their performance metrics and growth trajectories.