Ian King, a Bloomberg News US Semiconductor & Networking Reporter, discusses Nvidia's energy-efficient chips, addressing the growing electricity demands of AI computing. Shawn Donnan, a Senior Economics Writer, analyzes the impact of tariffs on US towns facing economic challenges. Ed Ludlow, co-host of Bloomberg Technology, delves into Rivian's supply chain struggles due to a miscalculation in sourcing essential materials. Larry Pitkowski, Managing Partner at Goodhaven Capital Management, shares insights on the current economic landscape and investment opportunities.

Pat Gelsinger, CEO of Intel, dives deep into the company’s latest earnings and future strategies, highlighting their comeback amid fierce competition from NVIDIA and AMD. Joined by Tom Giles, Ian King, and Joanne Feeney, they discuss Intel's dual role in AI chip manufacturing, the impact of the CHIPS Act, and ongoing restructuring efforts. The conversation also touches on the excitement around Intel's Foundry business and the challenges of funding in the evolving tech landscape, showcasing a hopeful outlook for recovery and innovation.

Pat Gelsinger, CEO of Intel, leads a discussion that delves into the company's recent financial recovery and restructuring efforts. Joanne Feeney offers insights on the competitive landscape against AMD and NVIDIA. Ian King highlights the anticipated Gaudi 3 launch, emphasizing challenges in software and GPU capabilities. Tom Giles discusses how the upcoming election could impact the CHIPS Act and its bipartisan support. Together, they analyze Intel's strategic outlook amidst cost-cutting and the importance of growth in the semiconductor sector.

In this insightful discussion, Pat Gelsinger, CEO of Intel and a seasoned tech leader, shares his vision for revitalizing the semiconductor giant. He discusses Intel's strategic overhaul and the challenges of competing in the AI chip market. Joining him are Tom Giles, Ian King, and Joanne Feeney, who delve into Intel's financial performance, potential acquisitions, and the impact of the CHIPS Act amidst political uncertainty. The conversation highlights Intel's recovery efforts and partnerships that could shape future growth in this evolving industry.

Cheryl Pate, a Senior Portfolio Manager at Angel Oak Capital, discusses insights from major Wall Street bank earnings and trends in consumer credit. Amy Price, President at BGO, examines challenges in the commercial real estate market. Mackenzie Hawkins and Ian King analyze discussions around potential U.S. restrictions on Nvidia AI chip sales, while Jayson Bronchetti, CIO of Lincoln Financial, shares insights on the market's outlook as the elections approach, adding depth to the conversation about financial strategies and consumer behavior.