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Motley Fool Money
Dow Loses Chips, Boeing Loses Money
Sep 3, 2024
Asit Sharma, a savvy analyst from Motley Fool, dives into the rough waters facing Intel, Southwest Airlines, and Boeing at the start of 2024. He discusses Intel's potential ousting from the Dow and its struggle against rising competition. Asit also covers Southwest's activist investor strategy and Boeing's disappointing downgrade amid ongoing production issues. Alison Southwick brings her expertise to tackle listener questions about asset allocation, the FIRE movement for early retirement, and the perks of donating appreciated stock.
31:54
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Quick takeaways
- Intel is struggling to maintain its market position due to intense competition and significant operational challenges, necessitating bold strategic shifts.
- Southwest Airlines is undergoing operational changes driven by Elliott Management to enhance efficiency and profitability, presenting potential for a quicker recovery than its peers.
Deep dives
Intel's Uphill Battle
Intel is facing significant challenges in the competitive semiconductor market, having seen its share price drop from $48 to around $20 in a rough start to 2024. Once a dominant player, the company has struggled against competitors like AMD, which shifted to a model focusing more on chip design and outsourcing manufacturing. In an effort to pivot, Intel is investing heavily in its foundry business, but this strategy requires substantial capital and has resulted in increased losses. Additionally, the recent decision to cut dividends and lay off 15,000 employees indicates the depth of the issues facing the company, raising concerns about its long-term viability in the industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode