Bloomberg Businessweek Intel Gives Weak Forecast After Supply Shortages Hurt Sales
Jan 22, 2026
Guest Ivan Feinseth, Research Director at Tigress Financial, discusses Intel's weak revenue forecast and the ongoing supply shortages impacting the semiconductor giant's comeback efforts. He remains optimistic about Intel's long-term positioning despite current manufacturing challenges. Joe Feldman from Telsey Advisory Group analyzes resilient consumer spending patterns, emphasizing the divide between affluent shoppers and the mass-affluent, while profiling the retail sector's outlook, identifying potential winners amidst economic headwinds.
AI Snips
Chapters
Books
Transcript
Episode notes
Demand Strong, Manufacturing Is The Bottleneck
- Intel's demand is strong but supply and yields are the bottleneck limiting growth.
- Ivan Feinseth says execution and manufacturing quality determine whether Intel captures AI-driven data center demand.
US Investment Shifted Intel's Competitive Position
- U.S. government investment and incentives materially improved Intel's balance sheet and strategic position.
- Ivan Feinseth argues the funding lets Intel focus on expansion and compete as a foundry against TSMC.
Treat Pullbacks As Potential Buy Opportunities
- Investors should expect volatility after a sharp run-up in Intel shares and consider dips as buying opportunities.
- Ivan Feinseth suggests holding conviction for long-term AI and foundry growth despite near-term pullbacks.
