Live in the Nazak market site in the heart of New York City's Times Square, this is fast money. Here's what's on tap tonight. Another big round of earning, shares of Intel, Ford, and more, all on the move after their latest results. We'll dive into the details behind the action in these stocks and the next U.S. investment. Quantum stocks surging, even as the White House denies reports, it's looking to take a stake in the industry. But what other groups could the administration look at and what will it mean for markets in the economy? Plus, Tesla claws back from deep in the red. Crude oil surges in its best day since June and a super slump for super micro, why the chipmaker didn't come along for the ride today. I'm Melissa Lee. Come to you live from Studio B at the NASDAQ on the desk tonight. Tim Seymour, Karen Feinerman, Dan Nathan, and Guy Adami. We start off for the Intel popping in its first earnings report since getting an investment from the U.S. government. The chip maker reporting adjusted third quarter earnings, 23 cents a share, revenues topping Wall Street estimates. The conference call just getting underway, but Christina Parts and Nevelis is here on set with details and you just spoke to the CFO as well.

Yeah, so that revenue be really driven by products like AIPCs, though the Foundry revenue

did fall a little bit short. I caught up, like you said with the CFO, Dave Zizner, in just

the last hour. And he said Intel is burning through inventory because the data center refresh is

actually happening, quote, faster than anticipated. So he's saying that supply could be constrained

in Q1, quote, probably Q2, maybe even Q3, as companies really raced to update their Windows

operating system. So that was a very bullish comment. Shares talked about have jumped 85% this year,

nearly all since August when the U.S. government converted billions of a grant into a 10% stake

into Intel. Zizner said they are shoring up cash with this United States government

injection and partial Altera sale that happened in mid-September.

And then once Invidia pays their promised amount of $5 billion, they could have roughly $35 billion in cash.

And with the United States government as Intel's biggest shareholder, I asked if they, you know,

brief the government, how does it work?

Zizner said no pre-briefings on numbers before earnings, but, quote,

we talked to them like any big shareholder and he even gave fidelity as an example.

He added, they're also making progress on advanced processes like the 14A, but won't add supply

until they have, quote, real firm demand on the earnings call. They're not going to be making

any customer announcements either.

And so all of that you can see is just a bullish commentary this time around coming from

management.

Any update on their most recent architecture, the 18A, and whether or not that's going to

Panther Lake?

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