Stock Movers Intel Falls on Earnings, Nvidia Rises, Netflix Slides
Jan 22, 2026
Intel's shares tumble as the company forecasts a disappointing quarter due to supply shortages, leaving investors uneasy. In contrast, Nvidia's stock rises after its CEO highlights the massive investments needed for the global AI boom. Meanwhile, Netflix faces challenges with a share drop as its co-CEO prepares to testify at a Senate hearing regarding a major acquisition. The podcast also discusses Netflix's upcoming live broadcast featuring climber Alex Honnold, adding an adventurous twist to their programming.
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Intel Hurt By Supply Shortages
- Intel issued a weak forecast because supply shortages are preventing it from meeting customer demand.
- The company's projected Q1 revenue midpoint fell short of analyst estimates and EPS is expected to break even excluding items.
Intel's Long-Term Market Lag
- Intel has lagged over the long term despite recent rallies, while peers like NVIDIA have massively outperformed.
- Market cap peaked for Intel in 2000 and remains well below that peak today.
Nvidia In The Regulatory Spotlight
- NVIDIA saw gains after CEO Jensen Huang highlighted that global AI buildout will require trillions in investment.
- Congressional moves to review AI chip sales to China could create regulatory friction for NVIDIA.