The Prof G Pod with Scott Galloway cover image

The Prof G Pod with Scott Galloway

Prof G Markets: Will Boeing and Intel Recover? — ft. Aswath Damodaran

Nov 1, 2024
A riveting analysis of Intel and Boeing reveals contrasting futures. While Intel is poised for recovery in the competitive chip market, Boeing faces a daunting reputation crisis that threatens its viability. Insights on major companies like Nike, Disney, and Tesla provide an in-depth understanding of current market dynamics. The discussion is packed with valuable perspectives on the challenges and opportunities these industry giants are navigating.
05:27

Podcast summary created with Snipd AI

Quick takeaways

  • Intel's attempts to reclaim its dominance in chip manufacturing reveal both overreach challenges and potential advantages from U.S. subsidies.
  • Boeing's tarnished reputation in the aerospace industry illustrates the severe risks of investing in a company struggling for consumer trust.

Deep dives

The Challenges Facing Intel

Intel's struggles in recent years are largely attributed to its attempt to reclaim its dominance in the tech industry, particularly in chip manufacturing. The company has made significant investments to compete with industry leaders like TSMC and NVIDIA, yet these efforts have led to overreach, often referred to as 'me-tooism on steroids.' Despite its challenges, Intel still has advantages that could facilitate a revival, such as benefiting from U.S. subsidies aimed at boosting domestic chip production. Although the market has reacted negatively to Intel's stock, falling under $20 per share, the potential for moderate growth remains, suggesting that the stock could be a worthwhile investment for those willing to overlook its current setbacks.

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