Stock Movers Closing Bell: Intel Rises on Chip Rebound, Ford Lower on Novelis Fire, Deckers Outdoor Down
Oct 23, 2025
In this discussion, Intel reports promising 4Q results, revealing a positive revenue forecast thanks to rising PC demand. Meanwhile, Ford faces challenges with a $2 billion EBIT hit from a factory fire but plans to boost F-Series truck production and create 1,000 new jobs. Deckers Outdoor shows mixed results with a slight drop in shares despite beating sales expectations. The podcast also touches on Western Union and Newmont outperforming analyst predictions, highlighting the dynamic nature of the market.
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Intel Showing Signs Of A Comeback
- Intel reported better-than-expected Q3 results and raised fourth-quarter revenue guidance to $12.8–$13.8B.
- The company sees improving demand in PCs and data center workloads, signaling a potential comeback driven by CPU demand alongside GPUs.
Government And Investors Back Intel
- Intel highlighted accelerated funding from the U.S. government and investments by NVIDIA and SoftBank to strengthen its balance sheet.
- That external support improves operational flexibility and underscores Intel's strategic role in the chip ecosystem.
Foundry Build-Out Is A Strategic Bet
- The foundry build-out remains strategically crucial and hinges on attracting customers like AMD and NVIDIA.
- U.S. government support is meant to make Intel a preferred domestic manufacturing destination.