Intel surges into earnings
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 22 January 2026
⏱️ 5 minutes
🧾️ Download transcript
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.7 | Good day to you. Today is Thursday, January 22nd. I'm Julie Morgan. |
| 0:15.0 | The semiconductor sector ended mostly in the green on Wednesday, with Intel jumping ahead of the release of its fourth quarter |
| 0:21.9 | financial results. Intel shares climbed 11% on Wednesday. The company is slated to release its |
| 0:28.7 | latest results after the markets closed today. Micron technology was up 6.6%. AMD increased 7.7% while Marvell technology ticked up more than 3%. |
| 0:42.5 | Invidia gained just shy of 3%. Sirius Logic ended the day 4.5% higher, while global foundries and |
| 0:51.2 | On Simi were both up more than 5%. However, Credo Technologies sank 9%, |
| 0:58.1 | while Estera Labs dropped 4.2%. Heading into earnings season, J.P. Morgan said many semiconductor |
| 1:05.1 | firms appear to have considerable upside to the AI accelerator total addressable market. As for Intel, Wall Street expects |
| 1:13.5 | the chipmaker to post EPS of 8 cents on revenue of 13.39 billion, implying a fall of 6% during |
| 1:21.5 | the quarter. U.S. envoy Steve Whitkoff said President Trump is considering proposals such as a tariff-free zone for Ukraine |
| 1:31.0 | to help rebuild industry in the war hit country. Whitkoff said the idea would be game-changing. He made the |
| 1:38.1 | remarks on the sidelines in Davos ahead of a trip to Russia as the administration works to broker a peace deal to end the war between |
| 1:46.0 | Russia and Ukraine. He said he would then travel to Abu Dhabi, where there would be working groups |
| 1:52.0 | on issues like military to military and prosperity discussions. Paramount Skydance plans to extend the |
| 2:00.1 | deadline for its hostile takeover of Warner Brothers Discovery, |
| 2:04.0 | though it's not raising the $30 a share price tag. |
| 2:07.5 | According to a New York Post report on Wednesday, it's not clear how long the tender offer will be extended. |
| 2:13.3 | The news comes after Netflix on Tuesday disclosed an updated proposal to acquire key parts of Warner Brothers Discovery and an all-cash transaction valued at 2775 per share, plus the value from the planned separation of Discovery Global. |
| 2:30.6 | Prediction markets suggest investors see Netflix as the frontrunner. |
| 2:34.9 | Data from Kaushi shows a 62% implied probability that Netflix ultimately prevails, |
| 2:41.8 | compared with a 25% chance for Paramount Skydance. |
... |
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