$INTC Intel Tape Reports
Per Ticker.id: $INTC Intel Tape Reports — 207 podcast mentions across 24 podcasts (30 days), latest 2026-08-26 14:59 UTC.
Yeah, I mean, Oracle's CDS, we've talked a lot about that. You know, the question always is also how large can you go, right? What was Intel's equity offering as a percent overall of the market cap? Right. What did they raise? 25%? Is it 25% or 20%? It was 15 to 20%. 20, right?
David Faber — Squawk on the Street · 9AM HOUR: Meta-State AGs Settlement, Nvidia Earnings Countdown, Fed's Preferred Inflation Gauge Rises 8/26/26 · 2026-08-26Yeah, if I could add something to Julia's statement just now, there's two interesting dynamics at play here. The first is the DNI is able to do this because for really the first time in U.S. history that I'm aware of Department heads are not what I would term as dual-hatted in terms of loyalty. Previous cabinet officials and agency heads, at least in the postwar modern era, have always had a certain amount of fealty to the president who appoints them. But at the same time, they realize they have to thread the needle and defend the turf and personnel of their own fiefdom, otherwise they're not going to be effective there. It's not necessarily because they're altruistic or good leaders, it's self-interest to protect your people because ultimately you need them to make you look good. That's gone. The current leadership of the IC does not care one whit what the workforce thinks of them, and as a result, They're solely looking out for the administration writ large. And Julia's comments about the DNI pulling clearances explains what I think is a very clear difference between the FBI and the rest of the IC. The FBI has to still operate in public to a degree that other intel agencies do not, and as a result Kash Patel, Dan Bongino, Andrew Bailey, Chris Wray, uh, whoever's making the decisions at any given time, they can come up with a public justification and say it's for investigative deficiency on matters X, Y, and Z, with X, Y, and Z coincidentally always relating to some previous investigation of Trump. You can't, out a case officer by talking about a recruitment in place they ran in hostile territory. If you're gonna get rid of them and you want to do it in a way that sends a message, it has to be based on something that does not implicate their still-secret work. So that's where I think the security clearance process becomes a very handy tool to enact a purge of the workforce.
Mike Feinberg — The Lawfare Podcast · Lawfare Daily: Censorship Incentives with Julia Curlee and Mike Feinberg · 2026-08-26If you look at the Apollo project, something similar happened. As everyone knows, Russia was ahead in the space race. It was the Sputnik satellite that spooked the US government into really committing to the space race. And again, through a combination of huge federal funding, widespread federal and public support for the program, and a collection, an assembly of scientists, engineers, materials, manufacturing, distribution. The US won the space race and established geopolitical dominance that way. AI is as consequential as those two things. And the thing that, things that the US has massively in its advantage are, of course, you know, NVIDIA as a national champion, increasingly Intel as a national champion, not just for chip design, but also for fabrication. It has Micron as the national champion memory, various com stocks, com chip stocks, and all of the major frontier labs for software development. China doesn't have any of those things, and it doesn't have the fundamental ability to write, you know, essentially limitless checks into these projects. But What it has is that limitation can be turned to its advantage. And so if you don't have resources, you tend to be able to produce things that are more efficient with lines of code, with heat, power, cooling, all these things. And so I think the great battle now for the next 5, 10 years is going to be between the industrial might of US industrial policy, which is a formidable thing. And regardless of, you know, one's party politics in the US. My own view is if you look at US industrial policy right now, it is truly formidable around AI versus having to do these things subject to export restrictions, using locally developed technology only, having to be more efficient with how it's done. But this is the geopolitical battle. You know, we have kinetic wars in Europe and the Gulf and elsewhere at the moment. But the real long-running battle for civilizational superiority over the next couple of decades is AI. So, so far, I would say that the US is comfortably ahead as a result of successful industrial policy applied to date. I would and have put my money on the US to continue to win that. But that's the axis of competition right now.
Alex King — Investing Experts · Don't sleep on software · 2026-08-25There's so many. Yeah. But I think even some of those people, and I'm not saying that all of the attributes I just mentioned and apply to Neil deGrasse Tyson. But, but that's some of those, some of those people are now updating on UFOs. And it's wild because like you have a documentary, you know, The Age of Disclosure, where all these high-ranking intel people are saying UFOs are real repeatedly in front of a chalkboard, saying they are real, take my word for it. And it's bludgeoning you basically to a point where you're like, okay, they're probably not like lying to me, you know. And so, and then you end up with Neil deGrasse Neil deGrasse Tyson being like, look, okay, this is an overwhelming amount of accounts now. Now I'm, you know, I do think there's probably something here and we should look into it. And it's like, dude, you weren't doing science before. What is all it took, a documentary?
Jesse Michels — The Joe Rogan Experience · #2545 - Jesse Michels · 2026-08-25Well, I just— I come back and I say he has a different model. Intel's in trouble. He puts money with Intel. How did he do? He's got huge positions in so many different companies. I ask him offline, I say, listen, went to his people there, not to him. Why don't you take some profits? And tomorrow I'm going to ask it online. Because there are so many. Why not take some chips off the table so you can have a better bank?
Jim Cramer — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25Speaking of Operation Economic Outcast, watch the bond market today. We are going to get some 2-years at 1 o'clock. We'll get New Homes in about 12 minutes along with some Conference Board. Stay with us. Pretty good day for the chips. Marvell's up 7, but AMD's up about 5 as Ray J goes to strong buy from outperform. They go to $641. A lot of this, Jim, is about CPU demand. They think they can overtake Intel next year, right?
Carl Quintanilla — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25I think that Intel's been losing share forever, but, you know, for a very long time, previous bad management. But give Lapua a chance. He's doing a lot of different things, right? I don't think you sell Intel, and I do think you can buy AMD. I think Lisa Su's amazing.
Jim Cramer — Squawk on the Street · 9AM HOUR: Chips Rebound Ahead of Nvidia Earnings, Druckenmiller Slams Treasury, Dick's Sporting Goods Shares Plunge · 2026-08-25Well, all the big companies, you can tell from their earnings calls how consternated they've been over the capital. You know, you have Google doing their bond deal to move it off balance sheet basically in some weird way. Right. You know, you had the rumors of, of, I don't remember which company, you know, the rumors of like, well, they're rationing the tokens so that they, they go to the enterprise customers and not to the, the internal products. And so the internal products are, are AI starved. Yeah. And of course none of their competitors to those products are, are starved. Yeah. And I, I I, I just, I, I've learned to really appreciate the, the, the, the— I mean, look, I, I fought and fought and fought to not be disrupted by, by the mobile platforms, like by ARM basically. And, and Intel just didn't care. Yeah. You know, I, I came down here, I sat across the table from all the Intel leadership, and I pulled out the first Surface and I said, here's our new computer. And they got very excited. And then they were They're like, but what's in here? I said, well, it's an ARM chip. Oh, wow. And, and, you know, like the fact that I even brought one into the building, you know, and it was very, very tough. And, and, and they just never felt that that was gonna, that, that, that was like a chip used in a, in a printer. And also, and they looked at me and they're like, we're in, we're, we're ARM licensees. We, we knew all, and I'm like, but it's the power, it's the graphics, It's the, you know, always connected, all of this stuff. And the culture was they, they do Moore's Law at Intel. And just like with Google, they do hyperscale. Yeah. So like if, if AI moves on device, yeah, yeah, yeah, of course. Like that's not what they do. Yeah, sure.
Steven Sinofsky — The a16z Show · The New Economics of AI | Martin Casado & Steven Sinofsky · 2026-08-25