Joanne Feeney

Joanne Feeney, a portfolio manager at Advisors Capital Management, shares insights on Intel's innovations and investor sentiment amid government backing. Tom O'Malley from Barclays highlights the booming AI compute demand and NVIDIA's strategic positioning. Former New York governor Andrew Cuomo discusses his approach in the mayoral race and critiques his opponents. Alexa von Tobel, founder of Inspired Capital, explores the emerging world of quantum computing and physical AI, and how these innovations reshape early-stage investments.

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.

Former President Donald Trump discusses the vital role of Google in tech and his views on regulation, balancing national security and First Amendment rights. Chan Koch shares insights on ASML's disappointing forecast and its impact on the semiconductor market, while Oleg Polovinko talks about AI's role in Kyiv's digitalization amid conflict. Scott Wisniewski elaborates on a new satellite network competing with SpaceX, and Michael Terrell highlights Google's investment in nuclear power for its AI ambitions.