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Companies

Intel

Mentioned in 257 analyzed podcast episodes across 10 shows

A major American semiconductor manufacturer known for producing CPUs and processors like the Core Ultra Series 3, Intel is frequently discussed in tech podcasts regarding its competitive challenges in the AI chip market, government support through CHIPS Act funding (including a controversial 10% equity stake), and its critical role in maintaining domestic semiconductor manufacturing capacity. The company is also notable for its fab operations, firmware development, and partnerships with major tech firms, while serving as a significant employer in Arizona's tech sector.

Episode Mentions

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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Neural intel Pod

Neural intel Pod · May 8, 2026

OpenAI MRC, SRv6, and the Architecture of Frontier AI Supercomputers

Semiconductor manufacturer participating in MRC ecosystem coalition and OCP standardization

Multipath Reliable Connection (MRC) networking specificationSRV6 source routing and BGP elimination in AI data centersMulti-plane network topology design for GPU clusters
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The a16z Show

The a16z Show · May 8, 2026

Ben Horowitz on the Next Technology Era

Referenced through Andy Grove's leadership philosophy about industry leaders' responsibility for industry ethics and standards

AI Geopolitical CompetitionAmerican Technological DominanceVenture Capital Scale and Structure
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Dual Boot Diaries

Dual Boot Diaries · May 8, 2026

Episode 36: OpenClaw Breaks, Fedora 44 Release, CopyFail Threat & More

NUC devices tested for Steam Big Picture Mode performance on pre-Alchemist graphics

CopyFail Linux privilege escalation vulnerability and mitigation strategiesLinux kernel version management and security patching across distrosDiscord application updates on Linux through self-updater vs package managers
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The Tucker Carlson Show

The Tucker Carlson Show · May 7, 2026

Rep. Thomas Massie: Battling the Treachery of Trump’s Republican Party, AIPAC, and the Epstein Class

Company in which U.S. government took 10% stake, creating conflict of interest in government contracting

AIPAC and Israeli Lobby Influence on CongressEpstein Files Suppression and Co-Conspirator ProtectionFISA Warrantless Spying Reauthorization
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Windows Weekly (Audio)

Windows Weekly (Audio) · May 7, 2026

WW 982: Don't Lick the Manta Rays - Breaking Down Microsoft's Earnings

Hired Qualcomm executive Alex Katuzian for client computing and physical AI role

Microsoft Earnings Q3 2026 and Financial PerformanceAI Infrastructure Spending and Capital Expenditure TrendsWindows 11 Quality Improvements and Feature Updates
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Lex Fridman Podcast

Lex Fridman Podcast · May 6, 2026

#496 – FFmpeg: The Incredible Technology Behind Video on the Internet

Develops hardware video encoders/decoders; subject of assembly optimization discussions

Video codec architecture and compression algorithms (H.264, H.265, AV1, AV2, VP9)Assembly language optimization and SIMD programming for multimediaOpen-source licensing (GPL, LGPL, AGPL) and community governance
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The Information's TITV

The Information's TITV · May 6, 2026

AMD Revenue Jumps 38%, Anthropic’s $200B Google Deal, & OpenAI President Greg Brockman on Elon Musk

Competing with AMD in data center CPU market; facing share loss as agentic AI drives CPU demand expansion

AMD Data Center CPU GrowthAgentic AI Infrastructure RequirementsAnthropic-Google Commercial Relationship
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Bloomberg Tech

Bloomberg Tech · May 6, 2026

AMD Soars on Blockbuster AI-Fueled Forecast

Experiencing supply constraints; benefiting from CPU demand surge as agentic AI drives inference workloads

AI Infrastructure Supply ChainCPU vs GPU Market DynamicsAgentic AI and Inference Processing
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Tech Brew Ride Home

Tech Brew Ride Home · May 6, 2026

Even 175-year-old Companies Can Join The AI Boom

Collaborated with OpenAI and other companies on publishing AI training infrastructure networking research

Co-Packaged Optics for AI InfrastructureAI Agent Development and DeploymentCrypto Trading Platform Competition
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OpenAI Podcast

OpenAI Podcast · May 6, 2026

Episode 18 - Why AI needs a new kind of supercomputer network

Semiconductor company; working with OpenAI on MRC standardization and hardware development

Multi-path Reliability Connection (MRC) protocolGPU cluster networking and synchronizationData center network architecture for AI training
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Morning Call

Morning Call · May 6, 2026

Morning Call 5/6/26

Up 7% pre-market on reports Apple considering Intel and Samsung for chip manufacturing; stock up 13% to record high

U.S.-Iran Peace Negotiations and Strait of Hormuz ResolutionAI Data Center Power and Infrastructure Buildout EconomicsSemiconductor Supply Chain and GPU Competition (AMD vs NVIDIA)
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La Estrategia del Día México

La Estrategia del Día México · May 6, 2026

Banobras y los verdaderos ‘cómos’, Milken Conference, Intel y futuros de cómputo

Stock surged 12.95% on May 5 after Bloomberg reported Apple exploring chip production partnerships to reduce TSMC reliance

Mixed Public-Private Infrastructure Investment VehiclesBanobras Role in Mexico's Infrastructure Financing StrategyEnergy Sector Investment (54% of 5.6 Trillion Peso Plan)
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Prof G Markets

Prof G Markets · May 6, 2026

Why Americans Earning $500K a Year Still Feel Broke

Stock jumped 13% to all-time high on reports of potential chip manufacturing deal with Apple

High-income financial anxiety and hedonic adaptationHousing affordability crisis and policy solutionsMoney psychology and behavioral finance
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Schwab Market Update Audio

Schwab Market Update Audio · May 6, 2026

Jobs Data, Disney Awaited After New Record Highs

Soared 12% on Bloomberg report of Apple talks about producing chips for Apple devices

AI Chip Competition and Market ConcentrationJobs Data and Labor Market StrengthSemiconductor Supply Chain Diversification
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The David Lin Report

The David Lin Report · May 6, 2026

'This Is A Crisis': Fund Manager's Explosive Forecast For This Critical Sector | Tomasz Nadrowski

Historical example: early CPUs used 16 different metals; modern GPUs use approximately 10x more metals due to technological complexity

China's Critical Minerals Export Controls and WeaponizationU.S. Military Munitions Stockpile Depletion and Rebuilding TimelineWestern Supply Chain Diversification Strategy
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Bloomberg Daybreak: Asia Edition

Bloomberg Daybreak: Asia Edition · May 6, 2026

Trump Says US to Pause Guiding Ships While Seeking Iran Deal

Shares jumped 13% after Apple announced consideration of Intel for US processor manufacturing

Iran Nuclear Deal NegotiationsStrait of Hormuz Naval BlockadeCrude Oil Price Dynamics and Inflation
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MacBreak Weekly (Audio)

MacBreak Weekly (Audio) · May 6, 2026

MBW 1023: Don't Be Contemptible - Apple Sets a New Record for Its Second Quarter Results

Potential foundry partner for Apple chip manufacturing; exploring US-based fab capacity

Apple Q2 2026 Financial Results and GuidanceiPhone 17 Launch Success and China Market RecoveryServices Revenue Growth and ARPU Expansion
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All TWiT.tv Shows (Audio)

All TWiT.tv Shows (Audio) · May 6, 2026

MacBreak Weekly 1023: Don't Be Contemptible

Potential foundry partner for Apple to manufacture non-cutting-edge chips in US fabs as alternative to TSMC dependency

Apple Q2 2026 Earnings Results and GuidanceiPhone 17 Launch Success and China Market RecoveryMac mini/Studio Supply Chain Constraints and TSMC Capacity
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InvestTalk

InvestTalk · May 6, 2026

How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio

Up 13% on news of potential collaboration with Apple to produce M-series chips, signaling manufacturing opportunity

Stagflation Economics and Portfolio StrategyManufacturing Input Costs and Supply Chain InflationNegative Real Yields and Asset Allocation
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Mad Money w/ Jim Cramer

Mad Money w/ Jim Cramer · May 5, 2026

Mad Money w/ Jim Cramer 5/5/26

CPU manufacturer benefiting from new compute economy after years of underperformance

AI Infrastructure Investment and Data Center EconomicsSemiconductor Supply Chain and Chip ManufacturingPower Generation and Utility Demand from Data Centers
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World Business Report

World Business Report · May 5, 2026

Tensions rise in the Persian Gulf

Chip manufacturer posting 13% share price jump on strong earnings; shares have doubled in short period amid AI boom

Strait of Hormuz Geopolitical TensionsOil Price Volatility and Market DisconnectsGlobal Shipping Supply Chain Disruption
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The Compound and Friends

The Compound and Friends · May 5, 2026

AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Semiconductor manufacturer; market cap grew from $124B to $542B; discussed as beneficiary of AI infrastructure buildout

Earnings Season Q1 2024 Performance and Estimates RevisionAI Infrastructure Capex and Economic Growth DriversSemiconductor Industry Demand Surge and Valuation Expansion
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CNBC's "Fast Money"

CNBC's "Fast Money" · May 5, 2026

Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26

Benefiting from semiconductor rally and memory stock surge; part of broader AI infrastructure investment trend

AI Infrastructure Investment and Chip CompetitionCloud Computing Backlog Concentration RiskSemiconductor Market Diversification from NVIDIA
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Marketplace

Marketplace · May 5, 2026

Let's check in on the U.S. trade deficit

Chip manufacturer in discussions with Apple for processor production; stock surged 12.9% following Bloomberg report

Treasury Bond Yields and Long-Term Interest RatesU.S. Trade Deficit and Tariff Policy EffectivenessGeopolitical Impact on Energy Markets and Inflation
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9to5Mac Daily

9to5Mac Daily · May 5, 2026

iOS 26.5 RC, Apple chip partners

In early-stage talks with Apple to provide chip-making services as part of Apple's supply chain diversification efforts

iOS 27 Wallet Pass Creation FeatureRCS End-to-End Encryption in iOS 26.5Apple Chip Manufacturing Diversification
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WSJ Minute Briefing

WSJ Minute Briefing · May 5, 2026

Intel Leads Indexes to New Records

Shares soared nearly 13% on reports that Apple might use Intel to build chips in the U.S.

U.S. Stock Market RecordsSemiconductor Manufacturing in AmericaApple Supply Chain Strategy
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Stock Market Today With IBD

Stock Market Today With IBD · May 5, 2026

AI Continues To Lead Rally; Sandisk, Lam Research, America Movil In Focus

Mentioned as source of positive news for AMD CPUs due to Intel's competitive challenges

AI Hardware Stock Valuations and Extended MovesTechnical Analysis: Moving Averages and Stop-Loss PlacementRisk Management in Power Trends
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Brew Markets

Brew Markets · May 5, 2026

Investing Like A Legend & Is Beer Back?

Shares hit all-time high on Bloomberg report of potential Apple foundry partnership for chip manufacturing

Legendary Investor ETF StrategiesStock Picker's Market DynamicsMag7 Concentration Risk
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FactSet Evening Market Recap

FactSet Evening Market Recap · May 5, 2026

Evening Market Recap - Tuesday, 05-May

Higher on report of chip talks with Apple regarding semiconductor partnerships

AI Compute and Capital Expenditure DemandSemiconductor Industry PerformanceU.S.-Iran Ceasefire and Geopolitical Risk
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