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Bloomberg Intelligence

Intel CEO Forced Out, France Turmoil

Dec 2, 2024
Timothy Fiore, Chair for ISM’s Manufacturing Business Survey Committee, shares insights on unexpectedly strong manufacturing data and its implications for the economy. David Waddell, CEO and Chief Investment Strategist at Waddell & Associates, discusses market outlook amid shifting political landscapes. Enrique Gonzalez, BNEF Head of US Gas Research, examines the future of U.S. LNG exports and the impact of policy changes. The conversation highlights Intel’s CEO dismissal and broader market dynamics driven by geopolitical uncertainty.
48:04

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Quick takeaways

  • Intel's CEO departure underscores the challenges of adapting to AI advancements while maintaining profitability in an evolving tech landscape.
  • Recent manufacturing data signals a positive shift in demand and investment, indicating potential economic growth and stabilization for the sector.

Deep dives

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