Stacy Rasgon from Bernstein Research and Mackenzie Hawkins from Bloomberg News delve into the turmoil at Intel, the largest U.S. semiconductor manufacturer. They discuss the company's struggles with fab operations, missed opportunities, and the need for substantial government support. The duo highlights competitive pressures from TSMC and Samsung, as well as the impact of layoffs and market fluctuations. The conversation also touches on potential restructuring and strategic moves that could shape Intel's future in the semiconductor landscape.

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.

Steven Blitz, the Chief US Economist at TS Lombard, shares insights on the Fed's Beige Book findings, highlighting stagnant economic activity. Ian King and Mackenzie Hawkins discuss the semiconductor industry's hurdles, including Nvidia's stock plunge and Intel's struggles with government funding amid the CHIPS Act. Josh Patterson, CEO of Voltron, reveals how AI-powered chips are transforming big data operations. The conversation underscores the challenges and innovations shaping the economic landscape and tech sector.

Topics include Unilever's split, Boeing's cash drain prediction, Intel's government grant, potential TikTok ban in US, and Dow Chemical CEO discussing high power prices in Europe

Exploring Reddit's IPO strategies, challenges in the US chip industry, Boeing's cash drain, and Gucci's sales decline. Insights on luxury goods markets, AI integration, and semiconductor manufacturing. Discussing Reddit's path to profitability, Boeing's stock performance, and luxury shopping trends.