Companies

Intel

Mentioned in 286 analyzed podcast episodes across 10 shows

A major U.S. semiconductor manufacturer known for producing processors including Core Ultra Series 3 chips with hardware crypto acceleration and various CPUs like the Alder Lake i5-12600K. The company operates capital-intensive fab manufacturing operations and has received significant government support including CHIPS Act funding and a 10% equity stake acquired by the U.S. government in 2025. Podcasts discuss Intel in contexts ranging from supply chain resilience and AI chip competition to its role as a major employer in Arizona's tech sector and its strategic importance to American semiconductor competitiveness.

Episode Mentions

TBPN

TBPN · Aug 6, 2026

More Details on OpenAI-Hugging Face, SpaceX SPV Investors Get Rugged, Demis and DeepMind | Diet TBPN

Rescued via US government 10% equity stake through conversion of CHIPS Act grants and DoD contracts; shares quadrupled.

OpenAI AI Agent Sandbox Escape and Covert CommunicationAI Safety and Alignment Research AccelerationHugging Face Security Breach by OpenAI Models
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TBPN

TBPN · Aug 6, 2026

SpaceX SPV Gone Wrong, Intel's Comeback, Dylan Field Joins | Aditya Agarwal, Ariane Gorin, Nick Thompson, Chris Power, Christian Mochen

Subject of FT deep-dive on turnaround under CEO Lip-Bu Tan, including US government 10% equity stake and foundry strategy revival.

OpenAI AI agent sandbox escape and autonomous coordination behaviorIntel foundry turnaround and US government equity stakeSpaceX pre-IPO SPV fraud and lockup schedule
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World Business Report

World Business Report · Jul 28, 2026

Is the World Cup up for sale?

Semiconductor chip maker experiencing valuation pressure alongside broader chip industry sell-off

FIFA Governance and CorruptionPrivate Equity in SportsWorld Cup Commercialization
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The David Lin Report

The David Lin Report · Jul 28, 2026

Peter Grandich Sold All His Stocks, Here’s What He’s Buying Instead

Chip stock down double digits, exemplifying weakness in semiconductor sector and AI-related valuations

Petrodollar decline and de-dollarizationU.S. equity market valuation and AI bubble riskPrecious metals investment thesis (gold, silver, copper)
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WSJ Minute Briefing

WSJ Minute Briefing · Jul 28, 2026

Dow Rallies as Investors Rotate Out of Chip Stocks

Semiconductor company dropped nearly 6% following steep overnight declines in Asian chip makers

AI spending sustainability and ROI validationSemiconductor sector rotation and chip stock volatilityMarket sector rotation strategies
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Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Jul 28, 2026

Oracle, Intel, Tesla, & Google 7-28-26

Down 8% on Friday but up 150% year-to-date; discussed as part of mega-cap tech weakness

Mega-cap tech stock performanceOracle financial declineIntel stock volatility
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The Spillover

The Spillover · Jul 28, 2026

Jordan Schneider Thinks the Real AI Race Is About Compute, Not Models

Semiconductor manufacturer part of Western chip production advantage in AI infrastructure

AI Safety Regulation and GovernanceUS-China AI Competition and RivalryCompute Access and Chip Export Controls
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TechLinked

TechLinked · Jul 28, 2026

Claude Chats Appear in Google Search, GrapheneOS Duress PIN Prosecution, RAM Crisis Hits PCs and Phones + more!

CEO Pat Gelsinger referenced in context of PC market decline prophecy (mentioned as 'Oracle' reference)

AI Chatbot Privacy and Indexing ControlsGrapheneOS and Privacy Tool CriminalizationPC Market Shipment Decline and RAM Crisis
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WSJ Tech News Briefing

WSJ Tech News Briefing · Jul 20, 2026

TNB Tech Minute: Alibaba Claims New AI Model Is Second Only to Anthropic’s Fable 5

Chip manufacturer with Q2 earnings report expected soon during busy week of tech earnings

AI Model CompetitionChina-U.S. Technological DominanceEU Digital Services Act Enforcement
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Vital Dawn

Vital Dawn · Jul 20, 2026

Vital Dawn Podcast for Monday July 20

Thursday earnings after close; semiconductor/infrastructure play relevant to AI capex trends

U.S. Equity Futures PerformanceMiddle East Geopolitical EscalationOil Price Volatility and Supply Dynamics
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This Week in Linux

This Week in Linux · Jul 19, 2026

352: Linus Torvalds talks AI in kernel, COSMIC Frosted Glass, AppManager for AppImages & more Linux news

GPU power monitoring and Wi-Fi 6 drivers integrated into FreeBSD laptop project targeting 8-hour battery life

AMD GPU Performance Regression in Linux Kernel 7.0.12AI-Generated Code Governance in Linux Kernel DevelopmentSecure Boot Certificate Expiration and UEFI Security
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Bloomberg Tech

Bloomberg Tech · Jul 16, 2026

TSMC Slides, Saronic Invests in Texas, GameStop Makes Its Move

Semiconductor manufacturer listed as top ASML customer alongside TSMC and Samsung

TSMC U.S. Manufacturing ExpansionSemiconductor Capital Expenditure CyclesAI Chip Demand and Supply Chain
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Bloomberg Intelligence

Bloomberg Intelligence · Jul 16, 2026

Lilly Strikes $3.8 Billion Deal for Psychedelic Drugmaker

Positioned to gain semiconductor market share from TSMC's conservative supply expansion strategy

Psychedelic Drug Development and RegulationEli Lilly M&A Strategy and Contingent Value RightsPCSK9 Inhibitors and Cholesterol Management
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World Business Report

World Business Report · Jul 16, 2026

Profits surge at Apple and Nvidia supplier TSMC

Competing with TSMC in advanced chip manufacturing, producing CPUs for servers and AI applications

AI Chip Manufacturing and Supply ChainTSMC Capacity Expansion and Capital ExpenditureSemiconductor Industry Competition and Diversification
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SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast)

SANS Internet Stormcenter Daily Cyber Security Podcast (Stormcast) · Jul 16, 2026

SANS Stormcast Thursday, July 16th, 2026: DShield SIEM Update; MSFT Patches vs. Intel IPF; Zoom Patch; Forgotten UEFI Shims

Intel Innovative Platform Framework (IPF) drivers conflicted with Microsoft patches, requiring temporary update rollback

DShield SIEM Dashboard UpdatesSuricata Log IntegrationCowrie TTY Command Logging
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All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jul 15, 2026

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

Former CEO discusses 34-year tenure, strategic mistakes, leadership transitions, and competitive losses to NVIDIA and TSMC

Intel's Strategic Decline and Leadership FailuresTSMC Foundry Model vs. Integrated Design-ManufacturingTaiwan Semiconductor Geopolitical Risk and Energy Vulnerability
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Windows Weekly (Audio)

Windows Weekly (Audio) · Jul 15, 2026

WW 992: Gassy Jack - Largest Patch Tuesday in Microsoft History!

Core Ultra 3 (Panther Lake) processor used in latest ThinkPad X1 Carbon and Surface for Business devices

Patch Tuesday Security VulnerabilitiesAI-Powered Vulnerability Detection (M-Dash)Memory Safety Bugs in Windows Kernel
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TBPN

TBPN · Jul 14, 2026

IBM's AI Rollercoaster, Demis Calls for AI Watchdog, NY Pauses AI Data Centers | Diet TBPN

Identified as a major value captor from the IBM PC era, growing from under $1B in revenue.

IBM Stock Collapse and AI Era PositioningIBM Business History and Mainframe LegacyRed Hat OpenShift and Enterprise Kubernetes
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The Koerner Office - Business Ideas and Deep Dives with Chris Koerner

The Koerner Office - Business Ideas and Deep Dives with Chris Koerner · Jul 14, 2026

I Asked 5 AIs to Make Me Money (One Dominated) - Ep. #317

AI recommendation achieving 285% return based on Trump administration regulatory support thesis

AI Investment Management and Portfolio AutomationCompetitive Prompting Techniques for AI ModelsLeveraged ETF Trading Strategies
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Embracing Digital Transformation

Embracing Digital Transformation · Jul 14, 2026

#367 How Mid-Sized Companies Can Beat the Giants with AI

Referenced as large tech company often cited but not representative of actual employment or economic impact vs. mid-market

AI Strategy and Business AlignmentData Governance and Quality ManagementWorkflow Automation and Process Reengineering
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Motley Fool Money

Motley Fool Money · Jul 10, 2026

What History Teaches Us About Today’s Market

Part of Wintel monopoly discussion; referenced as PC era infrastructure winner

AI Infrastructure Investment and Capital RequirementsEnterprise vs. Consumer Technology Adoption PatternsNVIDIA Competitive Positioning and Robotics Opportunity
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Bloomberg This Weekend

Bloomberg This Weekend · Jul 10, 2026

Special Edition: SK Hynix Debuts in US, Opens 14% Above Offer Price

Semiconductor competitor; stock down 2.9% on SK Hynix listing day amid chip sector volatility

SK Hynix U.S. IPO and ADR listing mechanicsHigh-bandwidth memory (HBM) market dominance and NVIDIA supply relationshipAgentic AI memory requirements versus model training phase
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Bloomberg Tech

Bloomberg Tech · Jul 10, 2026

SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price

Semiconductor rival; stock down 2.9% on SK Hynix listing day amid chip sector volatility

SK Hynix Nasdaq IPO and ADR listing mechanicsHigh-bandwidth memory (HBM) market dominance and NVIDIA supply relationshipsAI infrastructure investment and data center buildout economics
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Bloomberg Surveillance

Bloomberg Surveillance · Jul 10, 2026

Bloomberg Surveillance TV: July 10th, 2026

Undervalued semiconductor play with new CEO and re-rating potential; benefiting from AI capex without valuation premium

AI Capital Expenditure SustainabilitySemiconductor Valuation and Timing RiskMemory Chip Supply-Demand Cycles
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Motley Fool Money

Motley Fool Money · Jun 9, 2026

Opportunities in Europe’s “Digital Sovereignty”?

Foundry services benefiting from US domestic chip manufacturing investments driven by national security concerns

Europe Digital SovereigntyEU Digital Privacy RegulationsSemiconductor Manufacturing Capacity
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Prof G Markets

Prof G Markets · Jun 9, 2026

Why A Hot Jobs Report Spooked Wall Street

Stock jumped 10% on news of 3M chip order from Google; benefiting from AI infrastructure buildout

Federal Reserve Policy and Interest Rate ExpectationsAI Stock Valuations and Rate SensitivityJobs Report Analysis and Labor Market Strength
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Raging Moderates with Scott Galloway and Jessica Tarlov

Raging Moderates with Scott Galloway and Jessica Tarlov · Jun 8, 2026

Trump's “Little Excursion" in Iran Becomes a 100-Day Disaster

Discussed as potential target for government ownership stake under Trump administration industrial policy

Iran Nuclear Deal Negotiations and JCPOA RenegotiationU.S. Military Spending and Defense Budget EfficiencyAI Regulation vs. Government Ownership Stakes
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Daniel and Kelly’s Extraordinary Universe

Daniel and Kelly’s Extraordinary Universe · Jun 2, 2026

Listener Questions #40

Featured in Dell advertising as processor technology ('Intel inside') for Dell PCs

Bell's Spaceship Paradox and Special RelativityLength Contraction and Simultaneity in RelativityParasitoid Wasps and Virus-Mediated Host Manipulation
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Pod Save America

Pod Save America · May 24, 2026

50 Shades of Legal Gray

Trump made 3,700 stock trades in Q1 2025; Trump involved in decision-making affecting Intel

Presidential Corruption and Self-EnrichmentJudgment Fund Legal Authority and MisuseCongressional Power of the Purse vs Executive Overreach
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Odd Lots

Odd Lots · May 21, 2026

Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip

X86 processor vendor; example of market with multiple viable competitors

Wafer-scale chip architecture and manufacturingAI inference economics and token pricingGPU vs. alternative chip architectures for AI
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Pod Save America

Pod Save America · May 19, 2026

The Bruised Hand in the Cookie Jar

Trump bought/sold Intel stock while US government took 10% stake in company

Trump Approval Ratings and Polling DataTaxpayer-Funded Slush Fund for Trump AlliesInsider Trading and Stock Market Manipulation
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The MeidasTouch Podcast

The MeidasTouch Podcast · May 19, 2026

MeidasTouch Full Podcast - 5/19/26

Trump invested in Intel bonds and stock; US government took equity stake in company

Iran Nuclear Negotiations and DiplomacyUS-Canada Relations and Defense CooperationGreenland Acquisition Threats and Sovereignty
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The Bulwark Podcast

The Bulwark Podcast · May 18, 2026

Bill Kristol: Voters Are Realizing Trump Doesn’t Care About Them

Trump purchased shares before publicly promoting the company on Truth Social

Trump Approval Ratings and Midterm ImplicationsIran Foreign Policy and Military Escalation RiskChina Summit and Taiwan Arms Deal Reversal
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Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · May 18, 2026

5/18/26: Thomas Massie Rips Israel Lobby, US Preps Cuba War, Trump Pumps Stocks

Trump made 6 stock transactions in Intel while U.S. government took nearly 10% direct ownership stake under his administration

Israel Lobby Influence on Congressional ElectionsInsider Trading by Sitting PresidentsPrimary Challenge Funding and Foreign Policy Alignment
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Prof G Markets

Prof G Markets · May 15, 2026

The AI Boom Is Headed For A Reckoning — ft. Aswath Damodaran

Tripled YTD, up 6X over past year; trading at 120x P/E; benefiting from US nationalistic chip policies and sector momentum

AI Business Model ViabilityMarket Concentration RiskChip Sector Valuations
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · May 14, 2026

Mad Money w/ Jim Cramer 5/14/26

Semiconductor competitor; NVIDIA trading cheaper than Intel despite superior growth profile

Cerebras IPO Valuation BubbleAI Semiconductor CompetitionData Center Infrastructure Buildout
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Tech Brew Ride Home

Tech Brew Ride Home · May 14, 2026

The Biggest Tech IPO Since Uber

Semiconductor company benefiting from AI boom with triple-digit gains in 2026

OpenAI vs Apple partnership disputeCerebra Systems IPO and AI chip competitionmacOS security vulnerabilities and AI-assisted exploitation
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Accidental Tech Podcast

Accidental Tech Podcast · May 14, 2026

691: A Menlo Phase

Potential alternative chip manufacturer; Apple holding exploratory discussions about using Intel's foundry services for some processors

Apple Intelligence feature delays and settlement implicationsTSMC supply chain concentration and diversification strategyIntel foundry services for Apple chip manufacturing
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Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · May 14, 2026

5/14/26: Trump Glazes Xi At China Summit, Fox News Shocked By China Tech, China Plans Arms Sales To Iran

Referenced as example of US company that stripped manufacturing capacity while retaining design, losing competitive advantage

Trump-Xi Summit Diplomacy and US Negotiating PositionChina's Technological Advancement and Semiconductor Self-SufficiencyIran War Strategic Failure and Great Power Realignment
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Cybersecurity Headlines

Cybersecurity Headlines · May 14, 2026

Foxconn confirms factory attacks, BitLocker zero-day accesses protected drives, MDASH patches Windows flaws

Customer data potentially compromised in Foxconn ransomware attack affecting confidential files

Ransomware-as-a-Service OperationsBitLocker Encryption Bypass VulnerabilitiesAI-Driven Vulnerability Discovery
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TechLinked

TechLinked · May 14, 2026

Googlebook Announcement, Trump Phone, Meta Employees Protest Tracking Tech + more!

Processor partner providing x86 support for Google's Aluminum OS platform

Google Aluminum OS and successor to ChromebooksMagic Pointer AI feature for data visualization and translationTrump phone regulatory approval and shipment timeline
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CyberWire Daily

CyberWire Daily · May 13, 2026

Every layer needs a patch now.

Published 13+ advisories covering 35+ vulnerabilities in drivers, firmware, and cloud acceleration platforms with privilege escalation risks

Patch Tuesday vulnerability management and prioritizationMicrosoft and Adobe critical vulnerabilitiesIntel and AMD hardware vulnerabilities and privilege escalation
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Marketplace

Marketplace · May 13, 2026

Another inflation alarm bell

Mentioned as stock owned by teen investor Jasper Gould; part of semiconductor sector gaining teen investor interest

Producer Price Index (PPI) inflation and wholesale-to-retail price transmissionMiddle East conflict impact on global oil and diesel supply chainsFederal Reserve interest rate policy and inflation management
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Daily Tech News Show

Daily Tech News Show · May 13, 2026

Amazon Beefs Up Voice-Assisted Shopping - DTNS 5268

Affected by Foxconn ransomware breach; client of Foxconn's North American operations

Voice-Activated Shopping and E-CommerceAmazon Alexa Product StrategyAI Model Competition and Market Share
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Daily Tech Headlines

Daily Tech Headlines · May 13, 2026

Google Announces New Googlebook Category - DTH

Providing Core Ultra Series 3 chips for Lenovo ThinkPad L-Series Copilot Plus PCs

Google Googlebook Laptop CategoryAndroid-Chrome OS IntegrationAI-Powered Laptop Features
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Prof G Markets

Prof G Markets · May 13, 2026

Hottest Inflation Report In 3 Years Has One Big Problem

CPU manufacturer up 80% in recent rally as AI demand extends beyond GPUs to broader processor categories

Inflation Measurement and Core vs. Headline InflationGeopolitical Risk and Energy Price VolatilityU.S.-Iran Conflict Economic Impact
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TBPN

TBPN · May 9, 2026

Apple-Intel Chip Deal, U.S Adds 115K Jobs, DeepSeek Eyes $50B Valuation | Diet TBPN

Stock up 20% on preliminary chip manufacturing agreement with Apple; undergoing revitalization under CEO Lip Bhutan with $9B federal investment

Intel-Apple chip manufacturing partnership and U.S. semiconductor resiliencyAI economy vs. real economy divergence and market concentration riskApril 2025 U.S. jobs report and labor market resilience
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WSJ Tech News Briefing

WSJ Tech News Briefing · May 8, 2026

TNB Tech Minute: Apple and Intel Reach Preliminary Chip-Making Deal

Secured preliminary deal to manufacture chips for Apple devices following over a year of negotiations

Apple chip manufacturing strategyIntel government subsidies and equity stakesSemiconductor supply chain diversification
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Motley Fool Money

Motley Fool Money · May 8, 2026

Elon Musk, Chip Giant?

Stock rallied on potential partnership with TerraFab for 14A chip manufacturing; Intel Foundry has not yet delivered results

Semiconductor Manufacturing Capacity and Supply ChainVertical Integration in Technology CompaniesAI Integration in Enterprise Software
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Bloomberg Tech

Bloomberg Tech · May 8, 2026

CoreWeave Shares Drop After Forecast Sparks Growth Fears

Chipmaker stock at record highs under new CEO Lip-Bu Tan; facing internal execution challenges despite customer optimism

AI Infrastructure Capacity and Data Center ScalingTech Sector Layoffs and AI-Driven Workforce AutomationGen Z Employment Crisis and Skills Gap
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