Closing Bell Closing Bell Overtime: Stocks try to keep bounceback going; Intel earnings; Alcoa CEO 1/22/26
Jan 22, 2026
Markets are buzzing as they digest a robust earnings session. Intel reports a beat but faces concerns over supply issues and disappointing guidance. Meanwhile, Alcoa impresses with strong revenue, touching on increased aluminum prices and production outlook. Natural gas prices surge amidst cold forecasts, driving commodity discussions. In tech, enthusiasm rises with stock upgrades, especially for Micron. Plus, insights on geopolitical factors and an intriguing lawsuit involving Trump and J.P. Morgan add to the market's drama.
AI Snips
Chapters
Transcript
Episode notes
Intel Beats But Flags Supply Constraints
- Intel beat estimates but guided Q1 below expectations due to supply constraints and running out of inventory buffer.
- CFO Dave Zissner said demand is strong for servers and AI, shifting CPU-to-GPU ratios and driving a data-center refresh cycle.
Memory Tightness Fuels Tech Rally
- Seema Mody notes large-cap tech led the rebound as geopolitical tensions cooled and yields fell.
- Memory names like Micron surged, signaling tight memory supply boosting pricing power.
Natural Gas Spike From Weather And Shorts
- Pippa Stevens highlights natural gas's huge weekly surge driven by short covering, demand from a deep freeze, and supply risks.
- Heating degree days jumped to 35% above the 10-year average, boosting power burn and gas demand.