Wall Street Roundup: We need to talk about Intel

Wall Street Breakfast
19/09/2025 15 min
Wall Street Roundup: We need to talk about Intel

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Episode Synopsis

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).Show NotesThe Paradigm Shift No Investor Can IgnoreNvidia And Intel: More Than Just Strategic Messaging, Why Both Need ItEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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