Wall Street Roundup: We need to talk about Intel

What this episode covers

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).Show NotesThe Paradigm Shift No Investor Can IgnoreNvidia And Intel: More Than Just Strategic Messaging, Why Both Need ItEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

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Frequently Asked Questions

How long is this episode of Wall Street Breakfast?

This episode is 15 minutes long.

When was this Wall Street Breakfast episode published?

This episode was published on September 19, 2025.

What is this episode about?

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).Show NotesThe Paradigm Shift No Investor...

Can I download this Wall Street Breakfast episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.