Brian Stewart, our director of news at Seeking Alpha,

welcome back to another unprecedented week at Wall Street Roundup.

Great to be here.

It's always great to be here talking unprecedented times and new developments in real time.

Of course, we had the Fed meeting.

That's been talked about.

Kim Con, Julie Morgan, Wall Street Breakfast, Wall Street Lunch.

We're also going to talk a bit about it.

But what's top

of mind for you? Some earnings, a big deal with Nvidia and Intel. What's top of mind for you?

Yeah, I think we have to talk about Intel first. Company generated a festival of investor

interest this week. It jumped 23% yesterday, recordings it on Friday. After it announced a deal with

Nvidia, a co-development deal that also involves Nvidia taking a $5 billion stake in the company.

Intel had already received some injection of cash from the U.S. government. Obviously, it's generated

a lot of interest lately, up 51% year-to-date,

reached a new 52-week high after the NVIDIA news came out. Basically, Intel is being drawn into

the AI fold. This was a company that was largely perceived as having missed the boat. Companies

like NVIDIA and Broadcom had kind of stolen a march on them and

Nvidia was being left behind, desperate need for a turnaround. And so you see Nvidia itself kind of

reaching out and pulling Intel into the way forward. I think it speaks to just the general need

for capacity that as these companies build out

and try and meet the AI demand, they're going to need as much help in that process as they can

...