Dow Loses Chips, Boeing Loses Money

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The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 3 September 2024

⏱️ 32 minutes

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Summary

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around? (00:21) Asit Sharma and Dylan Lewis discuss: - The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here. - Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline. - Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions. (16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor. Companies discussed: INTC, NVDA, LUV, BA Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	There's no shortage of big names in trouble. Can any of them turn it around?
0:09.0	Bollywood money starts now. I'm Dylan Lewis and I'm joined over the airwaves by Motley Fool analyst Osset Sharma.
0:25.0	Osset, thanks for joining me today.
0:27.0	Dylan, thank you for having me.
0:29.0	We are tentatively calling this one Turnaround Tuesday, I think.
0:32.0	That might be the theme of today's show. Once Faunted Dan. this one
0:34.1	turnaround Tuesday I think that might be the theme of today's show once
0:34.5	bonded names struggling to find their footing we've got updates and looks at
0:39.0	Intel Southwest and Boeing why don't we start with Intel rough 2024 so far and that continues for the company
0:47.6	reports out this week that the chipmaker may be booted from the Dow Jones this year.
0:53.0	Since we are looking at the Dow side of things, Osset,
0:56.0	I'm going to fixate on the share price here.
0:58.0	Companies started the year at $48 a share.
1:00.0	They are now down around $20 a share.
1:02.0	Catch us up to speed.
1:03.2	What's happening at Intel?
1:04.2	Dylan, to tell you what's going on at Intel,
1:06.7	we probably need to just take a few steps back
1:09.0	because this has been a long way down for Intel. Believe it or not, Intel was once the
1:14.5	NVIDIA of its day. It had 90% of the share of its market and was seen as
1:19.2	an indomitable force in the industry, but they started to see divergence with competitors around the time that
1:26.4	AMD, a company which also manufacturers' chips started to rise.
	...

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