What podcasters are saying about Intel (INTC)

Summary

In the past 30 days, 9 speakers on 4 finance podcasts discussed Intel (INTC) in 12 views. Going by each speaker's latest call, 6 are bearish and 3 are bullish. Chorus has followed Intel since October 8, 2026.

Who talks about it most

• Stacy Rasgon · 3
• Kunjan Sobhani · 2
• Dan Nathan · 1
• Gene Munster · 1
• Michael Khouw · 1
• Tim Seymour · 1
• Cody Acree · 1
• Mehdi Hosseini · 1
• Charles Lemonides · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Dan Nathan · RiskReversal MediaBearish

  Intel's fab ambitions are misplaced and it is a weak AI hardware pick amid PC and memory pressure.

  Nathan says Intel has struggled to build its own fabs for about two decades and is not good at it, so investors rewarding its ambitions looked goofy. He says it is probably very low on the list of names to play AI from a hardware standpoint. He notes PC demand is weak and memory prices are squeezing it, and that Dell's commentary did not match such severe PC weakness, so the stock is retracing the move.

  “Intel's been contending with for probably two decades now. They're not good at it, right?”at 3:41

  CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 · October 29, 2026

• Tim Seymour · Seymour Asset ManagementBearish

  Intel was among the most inflated stocks; its operational struggles and missed data center demand justify the drop.

  Seymour argues Intel's run from about $40 to about $120-132 was driven by macro conditions unrelated to its core business, such as the shift in the CPU-to-GPU ratio. He says the company has not been able to keep up with data center demand, which is a big part of its business, and that it has not been able to do anything operationally. He cites multiple 20% drawdowns over the last couple of years, so the sharp fall is shocking but not a surprise. He calls Intel the worst house on a nice block.

  “I think Intel was one of the most inflated stocks in the market based upon the macro going around it.”at 7:08

  CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 · October 29, 2026

• Michael Khouw · Optimize AdvisorsBearish

  Intel was never cheap, trading above 40x forward earnings despite losses and falling behind AMD.

  Khouw says Intel lost money last year and lost almost 90 cents a share the year before, and that it has run behind AMD in many areas, with Ryzen now preferred over Intel chips. He argues it already traded above 40 times forward earnings before the disappointing news, so it was not cheap even after the after-hours discount.

  “this thing was already trading more than 40 times forward before we got some news that isn't that great. It's not cheap. It wasn't cheap before these numbers came out.”at 9:23

  CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 · October 29, 2026

• Gene Munster · Deepwater Asset ManagementBearish

  Intel's AI data center business is supply constrained, a negative data point for Intel.

  Intel said it will be supply constrained in its AI business, DCAI. The stock drifted another 4% lower on that comment. Munster sees this as a negative data point for Intel, with the sales likely going to Nvidia. He also agrees the PC outlook is weak. The supply constraint is good news for the broader AI trade, but it is a setback for Intel.

  “the Intel stock drifted another 4% lower on the comment that they're going to be supply constrained on their AI business, DCAI.”at 46:04

  CNBC Fast Money: Amazon and Intel Report Results… And Alphabet’s Post-Earnings Plunge 10/29/26 · October 29, 2026

• Kunjan Sobhani · Bloomberg IntelligenceBearish

  Intel's gross margin drop and weak PC demand will outweigh the data center beat near term.

  Intel missed its fourth-quarter guidance because PC processor demand is sputtering, and its data center business, though beating, is supply-constrained. The data center beat is not large enough to offset the PC headwind. Gross margin missed badly: it fell roughly 600 basis points quarter over quarter after reaching the mid-40s. Shipping more data center product on newer nodes carries lower margins until volumes reach a profitable point, and PC is the better-margin business, which is also weakening. The mix of data center and PC is therefore not helping margins, and the gross margin trajectory has repeatedly taken one step forward and two steps back.

  “That's very substantial. We finally had Intel getting to sort of the mid forties after a few quarters of really good work. And so we are backed out again with almost 600 plus basis point of a decline quarter over quarter.”at 3:56

  Bloomberg Talks: Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips · October 29, 2026

• Kunjan Sobhani · Bloomberg IntelligenceBullish

  Intel's data center push is the right long-term bet, with foundry as its North Star.

  Intel is right to invest in data center capacity and focus on it because it is the better, faster-growing end market. Foundry remains the North Star for the company, and management has made a lot of progress there. Positive packaging announcements are encouraging, since Intel's packaging technology is differentiated, though he wants to see significant material revenue from that business. Near-term margin pain and investor impatience are the cost of this strategy, so investors need to be patient, though peer pressure makes that hard.

  “Investing to bring up capacity in the data center and focusing on the data center is the right choice because that is the better, faster growing end market in the future.”at 6:14

  Bloomberg Talks: Earnings Special: Intel Plunges on PC Sales Slump & Amazon Slips · October 29, 2026

• Cody Acree · StoneXBullish

  Intel is a buy into the selloff; AI CPU leverage and the foundry turnaround are the reasons to own it.

  PC weakness is a cyclical downdraft that has persisted for years and was never the reason to own Intel, so the quarter's PC-driven miss does not change the thesis. Data center results beat by about $500M and the shift to agentic inference keeps raising demand for CPUs, which Intel supplies. Foundry engagement at 14A has been expanding in breadth and pace, which could make Intel a real TSMC competitor over time. He says the reasons to own remain, that investors must live through the pain, and that he would buy aggressively into the drop.

  “So the reasons own intel are there, you're gonna have to live through this pain, but I'd be buying here aggressively into this downdraft.”at 16:04

  CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 · October 29, 2026

• Mehdi Hosseini · Susquehanna International GroupBearish

  Intel's foundry was meant to be viable, but he sees no customer committing wafer loading in 1-2 years.

  TSMC remains the primary leading-edge foundry, and there is still no viable competitor to it. Intel was supposed to offer a viable foundry solution, but he does not see any customer working with Intel for wafer loading one or two years out. He covers TSMC and Samsung foundry rather than Intel, and he suggests the PC cover story may be masking weak foundry prospects.

  “Intel was supposed to offer a viable foundry solution, and I just don't see any customer working with Intel for wafer loading one or two years from here.”at 27:44

  CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 · October 29, 2026

• Stacy Rasgon · Bernstein ResearchBearish

  Intel's Q4 guide is extremely weak, driven by PC client collapse; the drop is warranted.

  The quarter itself was fine, with revenue and margins above expectations, but the guide of $15.5B versus $17B consensus is extremely weak. He has long believed CPUs were over-shipping relative to PCs, and Q3 PC numbers were horrendous, likely the worst in at least twenty years, implying a sizable channel flush into Q4. To reconcile the guide, client revenue must fall at least 20% sequentially; even then data center would need to rise only about 10%, which he doubts is enough. Gross margin guidance of 38% sits about 400 basis points below the Street, and pricing upside does not appear to be enough to help. He says he is not surprised by the move.

  “I suspect that's where the weakness is. The quarter actually was fine... The guide is extremely weak though.”at 34:53

  CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 · October 29, 2026

• Stacy Rasgon · Bernstein ResearchUncertain

  Intel is very expensive on current earnings; buyers are pricing a speculative multi-year foundry turnaround.

  Rasgon says Intel is a different company than when the government took its stake: the balance sheet is in better shape and the server market is helping. He still says valuations have risen and the stock is very expensive on earnings. He argues buyers are not paying for next year's earnings but for a structural change over about five years as Intel ramps its third-party foundry business. He thinks the market has much higher earnings power priced in for a few years out, but calls that speculative and up in the air.

  “The valuations have gone up. It's very expensive on earnings. People are buying it now. We're not buying it for like the earnings over the next year. They're buying it for like a structural change over the next like five years as they ramp you know third party foundry business.”at 37:16

  CNBC Closing Bell: Closing Bell Overtime: Big Tech Faces Another Earnings Test 10/29/26 · October 29, 2026

• Charles Lemonides · ValueWorks LLCBullish

  Intel is one of few firms with real foundry capacity, and its yields are improving, so it has big upside.

  Intel is one of only a couple of companies in the world with real foundry capacity. It brought new capacity online over the past year and a half and gets better yields every quarter. In a market where no one can get enough chips, the constraint is manufacturing rather than chip design, and Intel is ramping manufacturing. Its technology is state of the art. The foundry business has been weak for a long time, but because it is cyclical and Intel is one of the few players, he sees dramatic upside. He views Intel as both a CPU trade and a foundry trade. His fund bought in around $55, built a large stake as it fell to around $45, trimmed around $100–120, and then bought a healthy stake after the sell-off, so it is heavily weighted in the portfolio.

  “Intel is one of only a couple of companies in the globe that has real foundry capacity. And they have brought new capacity on stream over the past year and a half. And it's getting better yields every quarter.”at 12:15

  Monetary Matters: Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC · October 12, 2026

• Stacy Rasgon · Bernstein ResearchNeutral

  Intel is better than in years, but its turnaround will be a slog and foundry revenue is years away.

  Rasgon has been negative on Intel for most of his career but says he no longer hates it, which he calls new. He credits luck: strong server demand lets Intel sell server products that it admits are not competitive, and customers bought products Intel had written down to zero. He says the narrative is turning its way on tight supply and its foundry business, but he doesn't expect material foundry revenue for quite a few years. Packaging revenue will help, and its IP is decent. He praises CEO Lip Bu Tan for resetting the cost structure and for industry relationships, while expecting a slog.

  “I don't hate it right now, which is new for me.”at 42:44

  Monetary Matters: Stacy Rasgon: “Demand Is Off The Charts” in Semiconductors… And Set To Double Again Soon · October 8, 2026