Oil, Central Banks, Earnings, and Intel
Bloomberg Intelligence
00:00
The PC Succuses and the Server Recovery Delayed
Pat Gelsinger: Having two good beat and rate quarters in a row is super positive. We've returned market share to where it traditionally was, a strong roadmap. The markets recovering, inventory levels are good, data center. China was weaker than expected their recovery is going slower. And cyclically, we see the shift toward AI. These big training machines, every cloud vendor is shifting their dollars to more focus on that.
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