Live from the NASDAQ market site in the heart of New York City's Times Square, this is fast money.

Here's what's on top tonight.

All eyes on Intel shares of the semi-giant dropping after earnings and a red-hot start to the year.

We dig into the numbers and get the trader's thoughts on where the stock is going now.

And Trump v. Diamond, the president suing J.P. Morgan and its CEO, what's behind his claim

and how the bank exec's recent comments might have spurred the suit. Plus, a recently rare, big

update for META. Boeing quietly climbs to two-year highs and more records for gold and silver.

How much longer can the metal mania last? We'll talk to one top fund manager about the next move. I'm Melissa Lee. Come to you live from Studio B at the Nazak on the Deaths Tonight, Tim Seymour, Karen Feynman, Dan Nathan, and Guy Adami. We start off with Intel sharply lower after hours following its latest quarterly results. The chipmaker beating estimates for the quarter by giving disappointing guidance. shares had hit four-year highs during the training session. Intel's conference call just kicking off at the top of the hour. Christina Parks and Nevelas is here on set with the very latest. So the guide was weak because they just don't have enough supply. They warned that they were supply constraint last quarter. The peak of that supply constraint would be in Q1 in this actual current corridor. I was able to speak with the CFO very recently just in the last hour so just about the earnings. And so he attributed

that weakness in the guide because of that. You're also seeing gross margins weaker than expected

to, too. And that has to do with their Panther Lake processor, which is a PC processor. So they

blame that. The interesting thing, too, is everybody

keeps talking about the foundry business and the moment they announce a customer for 18A, more customers

for 18A and 14A, things are going to change. I asked him specifically about that. Are we going to

get any big names? And he said, no, we are unlikely to announce customers just in general so we keep

hoping for this but i don't think we're going to get that big apple name on the earnings call

anytime soon he said the big signal for new customers will be the change in capex cap x has not

changed thus far when lip butan the CEO of intel decides to increase cap x that will show that

they now have new customers

and will invest even more in their more advanced processes. So that really stood out to me in my phone

call with them and probably something that he will discuss on the earnings call as well.

It's interesting. I mean, where does the CAPEX come from? I mean, this is a company that's

been begging, borrowing, and not the last part of that.

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